Partner Service Executive, YouLend

• Strong organisational skills and the ability to manage multiple active deals at once
• Proactive and results-focused, with a clear understanding of urgency
• Clear and professional written and verbal communication skills
• High attention to detail and ability to follow process accurately
• Comfortable working in a fast-paced environment with tight turnaround times
• Confident using CRM systems (HubSpot experience preferred but not necessary)
• Able to work independently while collaborating effectively with internal teams

Desirable

• As a Partner Support Executive, you will sit within the sales function and manage merchants who have already accepted and signed their funding offer via one of our key partners
• This is a customer service role, and our role is to guide them through the final stages of the process and ensure they are funded quickly and efficiently
• You will act as the main point of contact for these merchants, collecting any outstanding documentation, answering queries, and resolving any issues that may delay funding. A proactive approach, strong organisation and clear communication are essential, as many of these deals can fund within very short timeframes
• You will also be responsible for a dedicated support inbox, responding to inbound merchant queries and ensuring a high standard of service throughout the funding journey
• Manage a pipeline of accepted and signed funding deals, progressing them efficiently through to funding stage
• Proactively contact merchants daily to obtain any final documentation or information required for funding
• Act as the primary point of contact for merchants from acceptance through to funding
• Monitor and manage a partner-specific inbox, responding to queries promptly and professionally
• Provide clear guidance on process, timelines and next steps
• Work closely with internal teams within our production line to remove blockers and avoid delays
• Maintain accurate and detailed notes within HubSpot and internal systems
• Escalate issues appropriately while maintaining ownership of the merchant experience