Call Centre / CustomerService
Company-A-CPC
Customer Success Analyst at Ebury
Ebury
Elevate your career with Ebury as a Lending Customer Success Analyst in Toronto. Engage with clients, oversee funding processes, and collaborate in a hybrid model. As part of the Lending Customer Success team, you will guide SME clients through their journeys post-credit line approval. Your role focuses on onboarding, invoice financing, and client retention, ensuring seamless executions and tech integrations. Your presence at the center of our operations will empower you to partner strategically with our Risk, Product, and Tech teams. Key Responsibilities: • Onboard SME clients post-credit line approval • Manage line amendments and renewals efficiently • Drive client retention through proactive engagement • Review client documentation for compliance • Oversee trade booking and funding processes Requirements: • 1-3+ years in middle office or client success roles • Detail-oriented with financial transaction experience • Strong understanding of SME operational needs • Excellent communication skills across channels • Tech-savvy with CRM and Excel proficiency Become a vital part of Ebury, actively enhancing customer journeys and tech solutions.
Reference: 3146974676