Client Success Specialist

5 days ago

Adelaide, South Australia beBeeRelationship Full time

Consumer Lending Role Overview

The Relationship Manager position plays a vital part in the Consumer Lending team, focusing on managing a portfolio of brokers to drive loan volumes, increase broker engagement, and ensure an exceptional customer experience.

This role involves fostering strong relationships with existing accounts to achieve business growth, while working closely with the state Business Development Manager to activate new brokers.

While prior experience in the finance sector is beneficial, it is not a requirement for success in this role. A proven track record of delivering results, meeting key performance indicators, and enthusiasm for winning business are essential qualities for this position.

Key Responsibilities:

  • Act as the primary point of contact, maintaining and developing strong relationships with your portfolio of brokers and providing fast, accurate and responsive support
  • Effectively manage a sales pipeline of consumer car loans and personal loan applications, with a focus of converting quotes into settled loans
  • Focus on activating new and non-transacting brokers
  • Deliver on sales activity expectations and accurately record all activity in CRM systems
  • Develop tailored and effective sales strategies to achieve loan origination growth and activity targets
  • Build strong relationships with your state BDM to provide unrivalled support to your shared portfolio
  • Represent the organization professionally, establishing full confidence and trust among brokers and business partners

Required Skills and Qualifications:

  • 1+ years' experience in sales or finance account management, preferably in third-party intermediated channels or directly with finance brokers
  • Proven track record of meeting or exceeding sales targets and KPIs
  • Ability to work independently while also integrating effectively into a team
  • Some knowledge of financial lending products and/or credit risk underwriting is advantageous

What We Offer:

A dynamic and innovative work environment that values customer satisfaction and employee development. We offer flexible working arrangements, volunteer and study leave, monthly social events, office snacks, company Townhalls and D&I initiatives and events to help you connect with your colleagues.

We strive to create a diverse and inclusive workforce and encourage people from different backgrounds to apply. When you apply, let us know of any reasonable adjustments you may need during the interview process so we can accommodate you.

  • Key Client Specialist

    3 days ago

    Adelaide, South Australia beBeeAccount Full time $90,000 - $120,000

    Key Client SpecialistJob Description:We are seeking a skilled Key Client Specialist to develop and maintain strong relationships with key clients, driving business growth and success. This exciting opportunity will see you deliver exceptional customer service, build long-term partnerships, and drive revenue.Key Responsibilities:Develop and implement sales...

  • Client Support Specialist

    3 days ago

    Adelaide, South Australia beBeeCare Full time $50,000 - $75,000

    Client Support SpecialistWe are seeking a skilled and dedicated Client Support Specialist to assist our clients with their care needs. The successful candidate will be responsible for managing client relationships, conducting in-home assessments, and developing customized care plans tailored to meet the specific requirements of each individual.The ideal...

  • Customer Success Specialist

    4 weeks ago

    Adelaide, South Australia CoreLogic Full time

    Customer Success Specialist - Rita page is loadedCustomer Success Specialist - RitaApply locations Adelaide Melbourne Sydney Fortitude Valley time type Full time posted on Posted 4 Days Ago job requisition id REQ17356At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the...

  • Customer Success Specialist

    3 weeks ago

    Adelaide, South Australia CoreLogic Full time

    Customer Success Specialist - Real Estate page is loadedCustomer Success Specialist - Real EstateApply locations Adelaide time type Full time posted on Posted 12 Days Ago job requisition id REQ17140At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for...

  • Customer Success Specialist

    4 days ago

    Adelaide, South Australia CoreLogic Full time

    Customer Success Specialist - Real Estate page is loadedCustomer Success Specialist - Real EstateApply locations Adelaide time type Full time posted on Posted 12 Days Ago job requisition id REQ17140At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for...

  • Client Care Specialist

    4 days ago

    Adelaide, South Australia beBeeCare Full time $66,000 - $78,000

    Job DescriptionYour role as a Client Care Specialist will be to manage and care for elderly clients in their own homes, ensuring a smooth and comprehensive care experience.Key ResponsibilitiesManage a caseload of community-based older Australians with their Government funded aged care services delivered in their homes.Assess clients' needs and develop...

  • 3 Days Left: Customer Success Specialist

    4 weeks ago

    Adelaide, South Australia CoreLogic Full time

    Customer Success Specialist - Rita page is loadedCustomer Success Specialist - RitaApply locations Adelaide Melbourne Sydney Fortitude Valley time type Full time posted on Posted 4 Days Ago job requisition id REQ17356At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the...

  • Specialist Support Coordinator

    4 weeks ago

    Adelaide, South Australia Adelaide Specialist Support Coordinators Pty Ltd Full time

    Welcoming all applicants Adelaide Specialist Support Coordinators is growing again and would love to hear from you.Team of 15, seeking to grow to a team of 17The team at Adelaide Specialist Support Coordinators aims to support people living with a disability to help achieve their unique personal goals. We address barriers they may be facing, whilst providing...

  • Specialist Support Coordinator

    4 weeks ago

    Adelaide, South Australia Adelaide Specialist Support Coordinators Pty Ltd Full time

    Welcoming all applicants Adelaide Specialist Support Coordinators is growing again and would love to hear from you.Team of 15, seeking to grow to a team of 17The team at Adelaide Specialist Support Coordinators aims to support people living with a disability to help achieve their unique personal goals. We address barriers they may be facing, whilst providing...

  • Building Strong Client Relationships

    3 days ago

    Adelaide, South Australia beBeeAccount Full time $90,000 - $120,000

    Client Engagement SpecialistWe are seeking an experienced Client Engagement Specialist to join our team. This is a challenging and rewarding role that requires strong communication and relationship-building skills.Key Responsibilities:Develop and maintain strong relationships with existing clients.Identify new business opportunities and develop strategies to...