Ebury

3 days ago

Lending Customer Success Analyst

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Own the end-to-end client journey for SME invoice financing—from onboarding after credit line approval through line amendments, renewals, and ongoing account management. Review documentation and invoices for due diligence and compliance, oversee trade booking and funding execution, and monitor repayments and loan lifecycle issues. Partner closely with Credit Risk, Product, and Tech teams to resolve complex queries and use automation to improve retention and the overall customer experience.

Location: Toronto

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Take full responsibility for the client journey from credit line approval, guiding onboarding and issuing T&Cs.
•Manage line amendments and renewals across the client portfolio to support evolving funding needs.
•Proactively drive retention by monitoring portfolio health, utilization, and day-to-day client engagement.
•Perform due diligence on client documentation and invoices to ensure adherence to credit risk, compliance, and insurance policies.
•Oversee trade booking and funding execution, monitor the loan lifecycle (5 months), and reconcile repayments while resolving banking or platform issues.

Pay and Benefits

Perks:Health InsurancePaid Leave

Key Requirements

•1-3+ years of experience in middle office operations, lending operations, commercial customer success, or client portfolio management.
•Motivation to work in a fast-paced fintech or digital banking environment and leverage technology to scale operations.
•Attention to detail handling high-value/high-volume financial transactions, booking trades, and managing loan disbursements accurately.
•Diligent review of corporate documentation, onboarding materials, and legal contracts against internal risk and compliance policies.
•Strong communication and a customer-first mindset to guide clients through complex processes, troubleshoot issues, and manage multiple accounts under tight cut-offs.

Experience:1+ yearsFintechDigital bankingLendingSMECustomer successClient portfolio management

Skills:Relationship managementDetail-orientedCustomer-firstCommunicationProblem-solving

Languages:English

Tech Stack:SalesforceMicrosoft Excel

Company Brief

Ebury

Provides international payments, FX, and treasury solutions for SMEs and mid-market companies, enabling cross-border transactions, multi-currency accounts, and financing services to support global trade and cash flow management.

Industry: Payments

Company Size: Enterprise (1,001+ employees)

Growth: Established Company

Funding: Private Equity Backed

Headquarters: London, United Kingdom

Founded: 2009

Website LinkedIn

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Ebury

3 days ago

Lending Customer Success Analyst

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: Toronto

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Take full responsibility for the client journey from credit line approval, guiding onboarding and issuing T&Cs.
•Manage line amendments and renewals across the client portfolio to support evolving funding needs.
•Proactively drive retention by monitoring portfolio health, utilization, and day-to-day client engagement.
•Perform due diligence on client documentation and invoices to ensure adherence to credit risk, compliance, and insurance policies.
•Oversee trade booking and funding execution, monitor the loan lifecycle (5 months), and reconcile repayments while resolving banking or platform issues.

Pay and Benefits

Perks:Health InsurancePaid Leave

Key Requirements

•1-3+ years of experience in middle office operations, lending operations, commercial customer success, or client portfolio management.
•Motivation to work in a fast-paced fintech or digital banking environment and leverage technology to scale operations.
•Attention to detail handling high-value/high-volume financial transactions, booking trades, and managing loan disbursements accurately.
•Diligent review of corporate documentation, onboarding materials, and legal contracts against internal risk and compliance policies.
•Strong communication and a customer-first mindset to guide clients through complex processes, troubleshoot issues, and manage multiple accounts under tight cut-offs.

Experience:1+ yearsFintechDigital bankingLendingSMECustomer successClient portfolio management

Skills:Relationship managementDetail-orientedCustomer-firstCommunicationProblem-solving

Languages:English

Tech Stack:SalesforceMicrosoft Excel

Company Brief

Ebury

Industry: Payments

Company Size: Enterprise (1,001+ employees)

Growth: Established Company

Funding: Private Equity Backed

Headquarters: London, United Kingdom

Founded: 2009

Website LinkedIn