Customer Success Advisor

iwoca

Customer Success Advisor engaging with business owners and assisting with finance needs at iwoca. Delivering exceptional customer service to enhance business financing experiences.

Posted 7/6/2026full-timeLeeds • 🇬🇧 United KingdomMid-LevelSenior💰 £28,000 - £29,000 per yearWebsite

About the role

Key responsibilities & impact

Delivering a positive customer journey.
Engaging with business owners in a friendly manner and handling each query with expert care and efficiency.
Using sales ability to convert inbound prospects and educating them on services to meet their needs.
Answering inbound calls to the main line, answering queries and requests as well as handling web chats and customer emails.
Helping businesses to complete their loan applications.

Requirements

What you’ll need

A passion for delighting customers and a real enthusiasm for helping SMEs. You’ll need to be able to build rapport with business owners quickly
Great time management and multitasking skills to be able to adapt to our customer’s needs
To be a self-starter taking ownership of your customers, whilst collaborating with your team to reach group targets
Excellent verbal and written communication skills and a professional manner
The ability to "think outside the box" and have the confidence to put forward ideas, often to other departments, to help us improve our processes
To be able to adapt to the growth of an ambitious company. You’ll take new products, customers groups and processes in your stride
We welcome people who are proactive, motivated and metrics-driven who have an ambitious and entrepreneurial spirit.

Benefits

Comp & perks

Flexible working hours.
Medical insurance from Vitality, including discounted gym membership.
A private GP service (separate from Vitality) for you, your partner, and your dependents.
25 days’ holiday per year, an extra day off for your birthday, the option to buy or sell an additional five days of annual leave, and unlimited unpaid leave.
A one-month, fully paid sabbatical after four years.
Instant access to external counselling and therapy sessions for team members that need emotional or mental health support.
3% Pension contributions on total earnings.
An employee equity incentive scheme.
Generous parental leave and a nursery tax benefit scheme to help you save money.
Electric car scheme and cycle to work scheme.
Two company retreats a year: we’ve been to France, Italy, Spain, and further afield.
A learning and development budget for everyone.
Company-wide talks with internal and external speakers.
Access to learning platforms like Treehouse.

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Customer EngagementMultitaskingSelf-StarterTeam CollaborationProfessional Manner