Account Manager

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Description

Position at Funding Circle US

 

The Borrower Sales Team is seeking an experienced, hard-working, and motivated Account Manager to build relationships with small business owners by guiding them through our entire application and funding process. Each member of this team is passionate about small businesses, entrepreneurship, and building a better financial world.  This is a customer service focused position that carries the responsibility of handling inbound inquiries from small business borrowers.  You will be interacting with hundreds of small business owners on a weekly basis, speaking to them about their business operations, why they need financing, and how a Funding Circle loan can help them achieve their goals.

  • Communication with small business owners: Speak with small business owners by phone and email to explain the benefits of working with Funding Circle compared to other financing sources (both traditional and alternative).
  • Assist with application process: Correspond with small business applicants and help them through the application process with the aim of ultimately empowering them with a Funding Circle loan.
  • Prequalify small businesses: Assess small business financial statements (e.g. Profit & Loss Statements, Balance Sheets, Debt Schedules) to understand the strengths and weaknesses of the specific business and determine whether it is a fit for a Funding Circle loan.
  • Collaborate: Work closely with Credit Team to understand the intricacies of each application and the ultimate decision that you will need to effectively communicate back to the small business owner and close the loan. Your monthly quota will center around total dollars originated each month. 

REQUIRED SKILLS/EXPERIENCE

  • 1-2 years of relevant work experience in similar sales role
  • Bachelor’s degree with a strong track record of performance
  • Strong interest in financial technology sector and the growing online lending space
  • Outgoing, high-energy, and enjoy talking with people (role is heavily phone-based)
  • Enthusiasm to work in a fast-paced, team-oriented, start-up environment
  • Basic understanding of small business financial statements, and/or experience with small business products/services, commercial lending, or technology
  • Closing experience preferred. Bonus points for previous work experience in Fintech sales
  • Excitement to get in on the ground floor of one of the most exciting and fastest growing industries around
  • Identification with our mission: “to build a better financial world”
  • Alignment with our core values: Think Smart, Make It Happen, Be Open, Stand Together, Live the Adventure

Why Join Us?

We’re transforming Finance everyday that makes the economic engine of countries do better! Happy employees are productive employees, that’s why we offer a hearty benefits package. From learning and development and commuter stipends, to a competitive salary, equity, and health benefits, we’ve got you covered! That being said, have you heard about what we're doing?! Our mission is what really motivates us to come to work each day:

  • We're supporting small business, the engine of economic growth.
  • We're helping facilitate higher yields for investors and lower interest rates for borrowers.
  • We can fund loans extremely quickly, all online!
  • We have a clear competitive advantage globally in areas like domain expertise and regulatory processes.

To learn more about our work environment, culture, and perks, visit:

Funding Circle provides equal employment opportunity to all individuals regardless of their race, age, creed, color, religion, national origin or ancestry, sex, gender, disability, veteran status, genetic information, sexual orientation, gender identity or expression, pregnancy, or any other characteristic protected by state, federal or local law.

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
  • People Operations
    • C#Languages
    • C++Languages
    • PythonLanguages
    • RLanguages
    • SqlLanguages
    • ClojureLanguages
    • jQueryLibraries
    • KafkaLibraries
    • AccessDatabases
    • Microsoft SQL ServerDatabases
    • MySQLDatabases
    • AWS (Amazon Web Services)Services
    • Google CloudServices
    • Google AnalyticsAnalytics
    • KissmetricsAnalytics
    • OptimizelyAnalytics
    • TableauAnalytics
    • IllustratorDesign
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    • PhotoshopDesign
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    • ConfluenceManagement
    • JIRAManagement
    • Microsoft ProjectManagement
    • TrelloManagement
    • WordpressCMS
    • SalesforceCRM
    • MarketoLead Gen
    • SlackCollaboration
    • Bob and Culture AmpProject Management

Location

Located in the economic powerhouse Central Business District. Easy access to all area RTD Light Rails, entertainment, and fine dining to food trucks.

An Insider's view of Funding Circle

What’s the vibe like in the office?

What attracted me to Funding Circle was more than creating a better funding solution for small businesses. It was the people I would get to work with and the value alignment I was looking for. A company that lives it's values through every decision and interaction is what I believe creates success. It's exciting to see that in action every day.

Jen

Head of Sales & Operations

What's the biggest problem your team is solving?

Product needs to find the best solution that benefits both the customer and the business - in a way that scales. We address pain points and increase points of delight for the user, then innovate via cross-functional teams to grow the business. My roadmap has initiatives to find ways to attract and say yes to more small businesses.

Francine

Senior Product Manager

How has your career grown since starting at the company?

I've gained a great deal of new skills that are leading to my career growth. Starting on the Customer Success team, I got a solid understanding of the organization from a post-funding standpoint. I explore the world of qualitative research with competitive analysis and customer interviews, and grew my speaking skills through presentations & forums.

Liza

Customer Experience (CX) Researcher

How does the company support your career growth?

During my time at Funding Circle, I have had the opportunity to work on many aspects of the business. Funding Circle has provided me with the necessary resources to develop my professional skills. Additional learning that is provided has helped me gain the necessary knowledge to do my role well while learning more about the financial industry.

Chris

Strategic Partnerships Manager

What are Funding Circle Perks + Benefits

Funding Circle Benefits Overview

Competitive salary with a robust health benefits insurance package, 401(k), and various wellness resources.

Unlimited vacation and flexible working hours

Fully-stocked kitchens with free drinks and snacks

Regular social events, team bondings, employee-lead volunteer days, and club activities (such as Women@FC, Circle of Pride, FC Impact, and Development Book Club)

Opportunities to learn, develop, and grow your career through global programs, team/functional training, and $300 annual personal development benefit

Within walking distance of public transit

Culture
Volunteer in local community
Partners with nonprofits
Open door policy
OKR operational model
Open office floor plan
Employee resource groups
Employee-led culture committees
Quarterly engagement surveys
Hybrid work model
In-person all-hands meetings
Flexible work schedule
Diversity
Documented equal pay policy
Dedicated diversity and inclusion staff
Highly diverse management team
Mandated unconscious bias training
Diversity manifesto
Diversity employee resource groups
Hiring practices that promote diversity
Diversity recruitment program
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
Team workouts
In office Yoga every Wednesday!
Mental health benefits
Transgender health care benefits
Wellness days
Abortion travel benefits
Financial & Retirement
401(K)
401(K) matching
Company equity
Performance bonus
Child Care & Parental Leave Benefits
Generous parental leave
Family medical leave
Return-to-work program post parental leave
Company sponsored family events
Vacation & Time Off Benefits
Unlimited vacation policy
Paid volunteer time
Paid holidays
Paid sick days
Flexible time off
Office Perks
Commuter benefits
Company-sponsored outings
Free daily meals
Catered lunch once per week from ClusterTruck
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Happy hours are hosted every Thursday and for many special occasions.
Onsite office parking
We offer employees a parking subsidy.
Recreational clubs
Relocation assistance
Relocation available for some key roles.
Fitness stipend
Home-office stipend for remote employees
Meditation space
Mother's room
Onsite gym
Professional Development Benefits
Job training & conferences
Lunch and learns
Promote from within
Mentorship program
Continuing education available during work hours
Online course subscriptions available
Customized development tracks
Personal development training

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