Join Our Team

This role owns CRM performance as a revenue engine - using Salesforce (and future systems where appropriate) to deliver segmentation, lifecycle engagement, pipeline acceleration, and measurable commercial impact.

While Salesforce is the current platform, the business expects this role to continuously evaluate and evolve the CRM ecosystem - leveraging advances in AI, automation, and customer intelligence tools to improve performance and scalability.

This is not a system administration role, this is a revenue ownership role.

This vacancy can be based in either our London office in Shoreditch or our headquarters in Stamford, Lincolnshire.

Core Accountability:

The Head of CRM will hold direct responsibility for:

• Retention revenue performance

• Repeat revenue growth

• Upsell and cross-sell conversion

• Customer lifetime value improvement

A defined revenue target will sit within this role, aligned to commercial objectives.

Responsibilities Include:

1. CRM Revenue Strategy & Growth

• Develop and execute a CRM strategy focused on measurable revenue growth.

• Drive retention, upsell, and cross-sell initiatives across the full customer lifecycle.

• Identify commercial opportunities within the existing customer base through segmentation and behavioural analysis.

• Partner with Sales Leadership to improve pipeline velocity and conversion performance.

Success Measures:

• Achievement of defined retention and repeat revenue targets.
• Growth in customer lifetime value.
• Increased conversion from targeted CRM initiatives.

2. Customer Segmentation, Data & Personalisation

• Use customer data to build intelligent segmentation frameworks.
• Design personalised, multi-channel engagement journeys aligned to lifecycle stage.
• Implement structured testing and optimisation to improve ROI.
• Use predictive and AI-driven insights where possible to enhance targeting and performance.

Success Measures:

• Improved engagement and campaign conversion rates.
• Reduced churn.
• Clear ROI tracking of CRM-led activity.

3. CRM Platform Ownership & Evolution

• Own Salesforce as the current core CRM platform.
• Ensure high data integrity, structured opportunity management, and disciplined usage.
• Continuously assess system capability, scalability, and integration opportunities.
• Champion the adoption of AI, automation, and emerging technologies that enhance commercial performance.
• Lead evaluation of alternative or complementary systems where strategically beneficial.

Success Measures:

• High data accuracy and adoption across both offices.
• Automation reducing manual effort and increasing efficiency.
• Clear roadmap for CRM and AI development.

4. Cross-Functional Commercial Alignment

• Partner closely with Sales, Marketing, and Service teams to execute CRM-driven growth initiatives.
• Ensure campaigns translate into measurable revenue outcomes, not just engagement metrics.
• Align CRM reporting with Finance and Commercial Leadership to support forecasting and planning.
• Drive behavioural accountability around CRM discipline and customer data ownership.

Success Measures:

• Strong cross-team collaboration.
• Improved forecast visibility linked to CRM insights.
• Clear reporting on CRM-attributed revenue.

The Candidate:

• Proven experience owning CRM strategy within a revenue-driven organisation.
• Demonstrable success delivering retention and lifetime value growth.
• Strong commercial acumen with experience holding or influencing revenue targets.
• Deep understanding of Salesforce and CRM architecture.
• Forward-thinking mindset with openness to AI-driven tools and emerging technologies.
• Ability to influence senior stakeholders and drive performance culture.

Reporting Line:

Reporting into Commercial / Sales Leadership (or COO, depending on structure), with direct accountability for defined revenue targets.

Why Charles & Dean?

• Private Healthcare through Vitality
• Access to Spill Mental Health Support
• Access to Octopus Money Financial Advice
• Enhanced Sick Pay
• Cycle to Work Scheme
• Company Pension
• Referral Programme
• Company Events
• Free Parking
• 22 days Annual Leave, plus Birthday Day Off and 1 x Wellness Day per Quarter

This vacancy applies to either our office in Shoreditch, London or our headquarters in Stamford, Lincolnshire.

As we are regulated by the Financial Conduct Authority, you must be comfortable in ensuring you are compliant with all company and regulatory policies and procedures. You must maintain accurate customer records to support our ongoing CRM strategy.

Join the ambitious team at Charles & Dean, a leading commercial finance brokerage headquartered in Stamford, Lincolnshire. Recognised as the Best Employer (2022) in our industry, we are dedicated to providing innovative finance solutions while fostering a dynamic and growth-oriented environment. This vacancy can be based in either our London office in Bank or our headquarters in Stamford, Lincolnshire.

Responsibilities Include:

As a Sales Development Representative in our Marketplace team, you will play a crucial role in connecting UK businesses with the right funding solutions. Your responsibilities will include outreach efforts such as prospecting, qualifying leads, and promoting Charles & Dean’s panel of lenders and range of unsecured lending products. You’ll be the first point of contact for businesses exploring funding options, creating a strong first impression and helping to guide them on their journey.

You will support our fast-growing team by:

• Playing a vital role in outbound sales & marketing activities
• Supporting Business Finance Specialists and senior colleagues
• Prospecting, qualifying leads, and engaging with business owners and decision-makers
• Leading the initial stages of a sales pipeline
• Maintaining accurate CRM records and Marketplace platform data
• Creating a strong first impression of Charles & Dean’s brand and values

The Candidate:

• Strong verbal & written communication skills
• Evident ambition and motivation to build a career in finance
• Aptitude for customer service and relationship-building
• Computer literacy and attention to detail
• Ability to work efficiently under pressure

Why Charles & Dean?

• Private Healthcare through Vitality
• Access to Spill Mental Health Support
• Access to Octopus Money Financial Advice
• Enhanced Sick Pay
• Cycle to Work Scheme
• Company Pension
• Referral Programme
• Company Events
• Free Parking
• 22 days Annual Leave, plus Birthday Day Off and 1 x Wellness Day per Quarter

This vacancy applies to either our office in Shoreditch, London or our headquarters in Stamford, Lincolnshire.

As we are regulated by the Financial Conduct Authority, you must be comfortable in ensuring you are compliant with all company and regulatory policies and procedures. You must maintain accurate customer records to support our ongoing CRM strategy.

Join the ambitious team at Charles & Dean, a leading commercial finance brokerage headquartered in Stamford, Lincolnshire. Recognised as the Best Employer (2022) in our industry, we are dedicated to providing innovative finance solutions while fostering a dynamic and growth-oriented environment. This vacancy can be based in either our London office in Shoreditch or our headquarters in Stamford, Lincolnshire.

Responsibilities Include:

As a Business Finance Specialist in our Marketplace team, you will be responsible for helping SMEs access unsecured funding solutions to support their growth and working capital needs. You will proactively manage relationships with new and existing clients, introducers and partners, ensuring every interaction reflects Charles & Dean’s values and high standards.

You will be driven to learn about all aspects of unsecured commercial lending, while using the appropriate systems to support our busy team by:

• Proactively managing relationships with new and existing clients, introducers, and partners
• Guiding SMEs through the unsecured lending process
• Identifying funding opportunities for growth projects, working capital, refinancing, and cashflow support
• Leveraging our Marketplace platform to match businesses with the most suitable lenders
• Delivering consistently high standards of client service and ensuring FCA compliance
• Reporting KPIs and contributing to the strategic growth of the Marketplace team

The Candidate:

• Minimum 1 year of experience in an SME finance brokerage
• Excellent relationship management and negotiation skills
• Strong commercial awareness and ability to tailor funding solutions
• Communication skills (verbal & written) with confidence liaising with business owners and decision-makers
• Computer literacy and ability to work under pressure with attention to detail
• Commitment to Charles & Dean values and standards

Why Charles & Dean?

• Private Healthcare through Vitality
• Access to Spill Mental Health Support
• Access to Octopus Money Financial Advice
• Enhanced Sick Pay
• Cycle to Work Scheme
• Company Pension
• Referral Programme
• Company Events
• Free Parking
• 22 days Annual Leave, plus Birthday Day Off and 1 x Wellness Day per Quarter

This vacancy applies to either our office in Shoreditch, London or our headquarters in Stamford, Lincolnshire.

As we are regulated by the Financial Conduct Authority, you must be comfortable in ensuring you are compliant with all company and regulatory policies and procedures. You must maintain accurate customer records to support our ongoing CRM strategy.

Responsibilities Include:

You will be responsible for outreach efforts including prospecting, qualifying leads and promoting Charles & Dean’s panel of lenders and available finance products. Sales Development Representatives are tasked with interacting with customers at the beginning of their C&D journey, creating a vital first impression for our brand and speaking with individuals from a variety of industries. 

You will support our busy team by:

• Playing a Vital Role in Outbound Sales & Marketing Activities
• Working Closely with Finance Specialists, Account Managers, Senior Account Managers & Heads of Departments
• Networking
• Finding & Initiating Contact with Potential Customers
• Qualifying Leads from Marketing Campaigns as Sales Opportunities
• Leading Initial Stages of a Sales Pipeline
• Maintaining & Developing our CRM System

Individuals with the initiative to understand clients on a granular level and follow guidance from team members will excel in this position.

The Candidate:

• Communication Skills (Verbal & Written)
• Evident Ambition
• Aptitude for Customer Service
• Commitment to Charles & Dean Values
• Computer Literacy
• Ability to Work Efficiently Under Pressure
• Strong Eye for Detail

Why Charles & Dean?

• Private Healthcare through Vitality
• Access to Spill Mental Health Support
• Access to Octopus Money Financial Advice
• Enhanced Sick Pay
• Cycle to Work Scheme
• Company Pension
• Referral Programme
• Company Events
• Free Parking
• 22 days Annual Leave, plus Birthday Day Off and 1 x Wellness Day per Quarter

This vacancy applies to either our office in Shoreditch, London or our headquarters in Stamford, Lincolnshire.

As we are regulated by the Financial Conduct Authority, you must be comfortable in ensuring you are compliant with all company and regulatory policies and procedures. You must maintain accurate customer records to support our ongoing CRM strategy.

Join the ambitious team at Charles & Dean, a leading automotive and commercial finance brokerage headquartered in Stamford, Lincolnshire. Recognised as the 'Best Employer (2022)' in our industry, we are dedicated to providing innovative finance solutions while fostering a dynamic and growth-oriented environment. 

The Role:

As a Property Finance Broker, you’ll play a proactive role in maintaining and developing relationships with new and existing clients, introducers, and professional partners such as developers, investors, and intermediaries. You’ll follow a consultative sales process to understand client needs, structuring bespoke property finance solutions across a range of funding types including:

• Bridging Finance
• Buy-to-Let & Portfolio Lending
• Commercial Mortgages
• Refurbishment & Conversion Loans

You'll also ensure all activities are conducted in line with FCA and company regulations, maintaining the highest standards of compliance and professionalism.

Responsibilities Include:

• Managing client expectations and delivering exceptional customer service throughout the finance process
• Building and nurturing introducer relationships with property professionals, agents, and developers
• Structuring, presenting, and securing property finance proposals that meet client objectives
• Reporting agreed KPIs to management and contributing to business growth targets
• Developing a strong understanding of Charles & Dean’s processes and lender panel
• Keeping up to date with market trends, lender criteria, and regulatory changes

The Candidate:

• Proven experience within property finance brokerage, with a solid understanding of products such as bridging loans, development finance, and buy-to-let mortgages
• Excellent communication skills (verbal & written)
• Evident ambition and drive to succeed
• Strong customer service focus and attention to detail
• A proactive and consultative approach to sales and client management
• Comfortable working in a regulated environment
• Numerate, organised, and confident in managing multiple complex cases simultaneously
• Computer literate with CRM experience preferred
• Full UK driving licence

Why Charles & Dean?

• Private Healthcare through Vitality
• Access to Spill Mental Health Support
• Access to Octopus Money Financial Advice
• Enhanced Sick Pay
• Cycle to Work Scheme
• Company Pension
• Referral Programme
• Company Events
• Free Parking
• 22 days Annual Leave, plus Birthday Day Off and 1 x Wellness Day per Quarter

This vacancy applies to either our office in Shoreditch, London or our headquarters in Stamford, Lincolnshire.

As we are regulated by the Financial Conduct Authority, you must be comfortable in ensuring you are compliant with all company and regulatory policies and procedures. You must maintain accurate customer records to support our ongoing CRM strategy.

Join the ambitious team at Charles & Dean, a leading automotive and commercial finance brokerage headquartered in Stamford, Lincolnshire. Recognised as the 'Best Employer (2022)' in our industry, we are dedicated to providing innovative finance solutions while fostering a dynamic and growth-oriented environment. 

Responsibilities Include:

You will take a proactive role in maintaining and developing relationships with new and existing customers, in addition to introducers, following our sales process and taking care to ensure documentation is in line with FCA and company regulations. 

You will be extremely driven to learn about all aspects of the industry, concentrating on asset finance, and will use the appropriate systems to support our busy team by:

• Managing Client Expectation
• Reporting Agreed KPIs To Management
• Developing Understanding of C&D Processes
• Exploring Industry Sectors (Engineering, Construction, Agriculture etc.)​

Previous experience in Sales is advantageous, but not essential, as full training and support will be provided. To be eligible, you must be confident, hard-working, number driven and comfortable speaking to potential customers in person and over the phone, going above and beyond your core role.

The Candidate:

• Communication Skills (Verbal & Written)
• Evident Ambition
• Aptitude for Customer Service
• Commitment to Charles & Dean Values
• Computer Literacy
• Ability to Work Efficiently Under Pressure
• Strong Eye for Detail
• Full UK Driving Licence

Why Charles & Dean?

• Private Healthcare through Vitality
• Access to Spill Mental Health Support
• Access to Octopus Money Financial Advice
• Enhanced Sick Pay
• Cycle to Work Scheme
• Company Pension
• Referral Programme
• Company Events
• Free Parking
• 22 days Annual Leave, plus Birthday Day Off and 1 x Wellness Day per Quarter

This vacancy applies to either our office in Shoreditch, London or our headquarters in Stamford, Lincolnshire.

As we are regulated by the Financial Conduct Authority, you must be comfortable in ensuring you are compliant with all company and regulatory policies and procedures. You must maintain accurate customer records to support our ongoing CRM strategy.

Join the ambitious team at Charles & Dean, a leading automotive and commercial finance brokerage headquartered in Stamford, Lincolnshire. Recognised as the 'Best Employer (2022)' in our industry, we are dedicated to providing innovative finance solutions while fostering a dynamic and growth-oriented environment. 

Responsibilities Include:

• Acting as the main point of contact between customers, suppliers and lenders throughout the document processing and payout stages
• Building and nurturing strong client relationships to uphold our ‘Excellent’ Trustpilot rating
• Working closely with the sales team to ensure client needs and timescales are understood and met
• Creating, preparing and submitting documentation accurately, efficiently and in line with company and regulatory procedures
• Addressing and resolving client concerns quickly while maintaining a professional, positive experience
• Proactively engaging with clients and lenders, requesting updates and anticipating future needs
• Collaborating with lenders and sharing best practices to drive efficiency
• Managing multiple clients and deals simultaneously with accuracy and organisation
• Keeping the CRM system (Salesforce) accurate and up-to-date at all times
• Handling phone and email communications professionally and in a timely manner
• Taking ownership of compliance responsibilities
• Working collaboratively across departments to deliver a first-class client journey

The Candidate:

• Strong written and verbal communication skills, with the ability to build rapport with clients, lenders and brokers
• Proven problem-solving skills to address and resolve concerns effectively
• A genuine, customer-focused approach and desire to help clients achieve their goals
• Excellent organisation and time-management skills
• Great attention to detail and accuracy in documentation
• Calm, professional and diplomatic when handling client queries
• Typically 2–3 years’ experience in a client-facing role, ideally in sales or customer service

Why Charles & Dean?

• Private Healthcare through Vitality
• Access to Spill Mental Health Support
• Access to Octopus Money Financial Advice
• Enhanced Sick Pay
• Cycle to Work Scheme
• Company Pension
• Referral Programme
• Company Events
• Free Parking
• 22 days Annual Leave, plus Birthday Day Off and 1 x Wellness Day per Quarter

This vacancy applies to our headquarters, located just outside of Stamford, Lincolnshire.

As we are regulated by the Financial Conduct Authority, you must be comfortable in ensuring you are compliant with all company and regulatory policies and procedures. You must maintain accurate customer records to support our ongoing CRM strategy.

Responsibilities Include:

The C&D Academy extends across various departments and members will spend a total of 12 months enjoying aspects of Sales, Operations, Marketing and Compliance. With regular training activities and workshops to participate in, the Academy becomes a fantastic stepping stone to grow and develop into becoming an influential and successful member of the team, ensuring you’ll make a meaningful contribution to Charles & Dean from the very beginning.

Previous experience is not necessary as you will be on a structured development programme. All that we require from you is commitment, passion and tenacity in abundance.

The Academy Offers:

• A comprehensive introduction to the world of financial services.
• An opportunity to obtain industry-recognised qualifications.
• The chance to develop your professional network and learn from the best in the business.
• Equipping you with the technical and practical skills to take your career in any direction.
• Upon successful completion of the program, you may be offered a full-time position.

Why Charles & Dean?

• Private Healthcare through Vitality
• Access to Spill Mental Health Support
• Access to Octopus Money Financial Advice
• Enhanced Sick Pay
• Cycle to Work Scheme
• Company Pension
• Referral Programme
• Company Events
• Free Parking
• 22 days Annual Leave, plus Birthday Day Off and 1 x Wellness Day per Quarter

This vacancy applies to both our office in Shoreditch, London and our headquarters, located just outside of Stamford, Lincolnshire.

As we are regulated by the Financial Conduct Authority, you must be comfortable in ensuring you are compliant with all company and regulatory policies and procedures. You must maintain accurate customer records to support our ongoing CRM strategy.

Join the ambitious team at Charles & Dean, a leading automotive and commercial finance brokerage headquartered in Stamford, Lincolnshire. Recognised as the 'Best Employer (2022)' in our industry, we are dedicated to providing innovative finance solutions while fostering a dynamic and growth-oriented environment. 

Responsibilities Include:

• Directly report to the Directors, playing a pivotal role in credit guidance and client interaction.
• Cultivate strong, positive relationships with our sales team, offering approachable and supportive assistance throughout the process.
• Ensure thorough preparation of larger or complex transactions before submission to funders, maintaining our commitment to excellence.
• Exercise judgment in choosing the most appropriate funding source, while carefully weighing the needs of the client against financial factors.
• Engage in discussions and negotiations with underwriters from our funding panel, advocating for favourable terms.
• Coach sales and support colleagues on effective credit appraisal techniques, contributing to a culture of continuous improvement.
• Uphold regulatory compliance and company policies, ensuring adherence to industry standards at all times.

The Candidate:

• A keen sense of commercial awareness, underpinned by sound decision-making skills.
• Excellent communication abilities, both written and verbal, with a talent for influencing stakeholders at all levels.
• Proficiency in financial analysis and a comprehensive understanding of accounting principles.
• Adept at building and maintaining strong relationships, essential for effective collaboration across the organisation.
• Exceptional organisational skills, capable of managing multiple projects simultaneously with precision and efficiency.
• A dedication to continuous improvement and delivering exceptional customer service.
• Meticulous attention to detail, coupled with a proactive and tenacious approach to problem-solving.
• A personable demeanour and a strong ethical compass, ensuring integrity in all interactions.
• Comfortable thriving in a fast-paced, results-driven environment, contributing positively to our ambitious team.

Why Charles & Dean?

• Private Healthcare through Vitality
• Access to Spill Mental Health Support
• Access to Octopus Money Financial Advice
• Enhanced Sick Pay
• Cycle to Work Scheme
• Company Pension
• Referral Programme
• Company Events
• Free Parking
• 22 days Annual Leave, plus Birthday Day Off and 1 x Wellness Day per Quarter

This vacancy applies to both our office in Shoreditch, London and our headquarters, located just outside of Stamford, Lincolnshire.

As we are regulated by the Financial Conduct Authority, you must be comfortable in ensuring you are compliant with all company and regulatory policies and procedures. You must maintain accurate customer records to support our ongoing CRM strategy.

Responsibilities Include:

The role will involve assisting team members to manage their workload by undertaking administration tasks whilst learning on the job.

​Work Experience individuals and will be based at our headquarters just outside of Stamford, Lincolnshire, working Monday - Friday.