Customer Success Representative

About the role:

As a Customer Success Representative you’ll engage exclusively with high-intent customers who have already reached out or expressed interest in our services. Whether you’re following up on an inquiry or receiving an incoming call - no cold calling. Your focus will be on building relationships, creating the best possible experience, and helping customers move forward with their application.

Key responsibilities:

• Own and manage a pipeline of inbound customer enquiries, progressing applications through to funded loans
• Use a customer-focused approach to understand needs, explain options clearly, and confidently address questions or concerns
• Engage customers across phone, email, SMS, and live chat to drive sales conversion and deliver a seamless experience
• Proactively re-engage warm leads and stalled applications to maximise conversion opportunities
• Deliver personalised customer experiences while maintaining a strong focus on responsible lending and compliance
• Maintain accurate CRM records, capture insights, and escalate complex cases where required
• Collaborate with the broader team to share best practices and continuously improve sales performance

About you:

You’re driven, customer-focused, and motivated by results. You enjoy turning conversations into outcomes, building trust quickly, and following through for your customers. You thrive in a fast-paced environment, are eager to grow your sales skills, and take pride in delivering a great customer experience.

You'll have:

• 2+ years’ experience in a customer-focused or sales role (e.g. call centre, retail, hospitality, or similar)
• Strong communication skills with the ability to build trust, influence decisions, and close opportunities
• Detail-oriented with a compliance-first mindset
• A team player who thrives in a fast-paced, results-oriented environment