Swoop is an exciting, fast-growing FinTech platform located in Europe, North America and the APAC regions connecting SMEs to funding solutions through debt, equity and grants – taking the stress out of financing for SMEs. Swoop leverages core data points and financial information to help business owners understand the marketplace and uncover the best funding and saving solutions for their businesses. We do the heavy lifting across the entire application process so business owners can focus on running their business.
Swoop for Advisors is one of two SaaS channels within the business and focuses on supporting Accountants, Bookkeepers and FD’s to easily identify ways for their clients to save, invest and grow. Advisors can utilise Swoop’s technology, specialist funding teams and customer success team to source the best funding opportunities for their clients, all while educating themselves and their team to identify opportunities and market their new services to their client base.
About the Role
The Customer Success Team is at the center of our Advisor Channel. Our mission is to retain and develop strong and long-lasting relationships with our advisors and partners via a success-led approach, focussing primarily on adding true value to an Advisors day-to-day.
The CS team helps clients to maximise the value of Swoop’s products and services by combining a thorough understanding of Swoop’s technology and service breadth with the general day-to-day of an advisor along with key challenges they may experience. It’s also vital for our team to maintain high-level knowledge about the funding market in order to recommend, guide and advise users as to where they can get the most value out of Swoop’s offering.
Responsibilities within the role
Being a scale-up, no two days at Swoop will ever be the same, responsibilities will include (but not limited to):
Serve as a trusted advisor for customers, ensuring they feel supported and understand how to make the most of our platform.
Account managing a portfolio of accounting firms to help them give access to finance for their SME clients.
Develop customer relationships that promote retention and loyalty, ultimately improving customer lifetime value.
You will be expected to have a deep understanding and knowledge of Swoop products and technology to support users with technical issues and work effectively with Swoop’s in-house technical support teams.
Regularly monitor partner health, identify potential churn risks and implement successful retention strategies.
Proactively identify opportunities to upsell additional products and services to customers, driving revenue and value.
Collaborate with internal teams (sales, support, operations) to resolve issues and optimize the customer experience.
Provide regular updates and reports on partner and customer relationships to senior leadership.
Help our accountants grow and achieve their goals while simultaneously strengthening their relationship with Swoop.
About You
We’re looking for a candidate who’s self-motivated and confident to work independently while being a supportive team player. This role will be responsible for looking after some of our most valuable customers and will be a pivotal part of optimising the customer success process. You’ll be reporting directly into the Head of Customer Success and will be setting an example for junior members of the team to learn from. A readiness to take on new challenges and spot growth opportunities is essential.
Core Skills and Knowledge
Strong interpersonal skills and natural charisma—able to build rapport quickly and maintain trust.
Proven ability to handle complaints, escalations, or difficult conversations with professionalism and resilience.
A solutions-driven mindset: able to think on your feet and offer resolutions under pressure.
Commercial acumen with the ability to identify upsell opportunities and confidently introduce new products.
Excellent verbal and written communication skills.
A proactive attitude with the ability to take initiative and work independently.
Prior experience in a B2B Customer Success, Account or Partner Management role.
Relevant experience in an Accounting Firm and/or Technology / SaaS firms or Financial Services.
Familiarity with CRM tools (e.g. HubSpot) to manage customer data and workflows.
Life at Swoop
London | Hybrid (2–3 days/week in our swanky London office)
25 days holiday per year increasing to 26 days after one year’s service
Pension plan
Share options scheme
Multiple membership perks and discounts
Training and coaching grants
Cycle to work scheme
Quarterly social
£40k base salary with on-target earnings (OTE) of £47k
How to Apply
Does this role excite you? If so, please apply via email to: careers@swoopfunding.com or via Linkedin
Interview Stages
15 minute screen call with Head of HR/ Head of the Customer Success team.
45 minute interview with the Head of Customer Success and one member of the SaaS team
3rd round 15 minute conversation with our COO
Swoop is an equal opportunities employer. We believe passionately that employing a diverse workforce is central to our success. We make recruiting decisions based on your experience and skills. All applicants will be considered for employment without attention to ethnicity, religion, sexual orientation, gender identity, family or parental status, national origin, veteran, neurodiversity status or disability status.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
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