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Customer experience manager

Bolton
The Curve
Customer experience manager
Posted: 6h ago
Offer description

Our client is a rapidly growing Broker founded by an experienced board and senior leadership team who have a proven track record of success and high achievement in financial services.


The role ensures a seamless post-sale process. Once a deal is approved, this person will:


* Prepare and issue finance documents tailored to each lender’s requirements.
* Liaise with suppliers and customers to ensure all documentation and invoices are correct.
* Manage delivery schedules and package deals for lender payout.
* Conduct pre- and post-issue checks for accuracy.
* Communicate deal progress to all stakeholders, ensuring transparency and efficiency.


The Customer Experience Manager is integral to converting leads into successfully funded deals while maintaining high operational standards. Candidates with prior brokerage experience or industry knowledge are prioritised, as the role demands familiarity with lender processes and the ability to work independently.


What’s in it for you?

🌟 Work alongside the Sales and Operations teams to improve customer experiences

🌟 Build solid relationships with clients, suppliers, and funders

🌟 Join a team that values collaboration, innovation, and ambition


What we need:

✅ Experience in asset finance

✅ Strong communication, attention to detail, and a proactive mindset

✅ Problem-solving skills

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