Associate Relationship Manager/Relationship Manager

3 weeks ago

Sydney, New South Wales, Australia Lumi Full time
Associate Relationship Manager/Relationship Manager
Who is Lumi?

We're a leading Fintech small business lender fuelling growth by making finance more accessible. We deliver fast & flexible funding designed to meet the unique needs of Australian businesses. With over $1.5 billion funded since 2018 and backing for 15,000+ small businesses, we're trusted for our speed, high quality service, and tailored approach.

Working at Lumi

We are building a culture where you can grow and make a difference for customers. We are looking for people to join us on this journey who are passionate, curious and great problem solvers. We are incredibly proud of our awards, including most recently our Deputy CEO, Anna Hawter, receiving the Finnies' 2025 Outstanding FinTech Leader of the Year award. We also ranked in the top #3 on the 2024 Australian Financial Review BOSS Best Places to Work Banking, Superannuation and Financial Services list, 2023 Best Workplace Diversity Award by FinTech Australia and the 2022 Empowering Innovation Affie Award. We also ranked #36 among the fastest-growing technology companies in Australia in the 2022 Deloitte Technology Fast 50 Australia. We foster a workplace where everyone feels a sense of belonging and respect and can reach their full potential. If you need any adjustments for a fair recruitment process, please let us know when applying.

Our Values

Egos at the door

We own. We don't judge. We don't blame. We are open. We are in this together. We are respectful. See the customer

We show up. We understand. We anticipate. We do what we say. We genuinely focus on solutions. Think lean

We make things simple. We are resourceful. We understand the problem. We think ahead.

Learn to grow

We are curious. We challenge. We try. We fail forward. We learn. We try again.

The Role
  • Full ownership of a customer and broker from first enquiry through to settlement
  • Working closely with the BDM team and their brokers, communicating conditions and decision outcomes via email, slack or phone
  • Identifying opportunities with customers and brokers to maximise each deal and achieve the best possible outcome for all stakeholders
  • Objection handling any concerns with our customers or brokers effectively
  • Providing a high level of customer service and sales conversions
  • Working closely with internal stakeholders to seek approval for loans in line with customer needs & Lumi policies
  • Some experience in B2B telephone sales
  • Proven record of managing a pipeline
  • Business lending experience (desirable)
  • Experience working for a FinTech or in financial services (desirable)
  • Excellent communicator, both written and verbal
  • Ability to multitask and maintain a swiftly moving pipeline
  • Ability to develop strong working relationships with new business and existing customers
  • Commercially minded
  • Curious, positive & self-starting
  • Ability to work well with other people and build good relationships
Perks & Benefits

Wellbeing: Free counselling, seasonal activities, Wellbeing Allowance, wellness room, flu shots

Work Life: Home Workspace Allowance, Purchased Leave, Parental Leave, Parental Flex Leave, Lumi Life Leave for challenging events, breastfeeding/expressing space

Social & Food: Monthly lunches, regular celebrations, stocked kitchen, beer & kombucha on tap, board games, ping pong, rooftop BBQs

Rewards & Recognition: Competitive pay, referral bonuses, shout-out recognitions

Career & Growth: Advancement opportunities, higher education sponsorship, hackathons

Seniority level
  • Associate
Employment type
  • Full-time
Job function
  • Sales and Business Development
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