CareerPlan

Customer Success Representative

Adelaide, South AustraliaFull-time2026-09-16 → 2026-10-22

Core

Engage with high-intent inbound customers to guide them through loan applications and drive sales conversion across phone, email, SMS, and live chat.

Role type

Customer Success Representative (Sales/Conversion)

Builds

Personal loans for personal lending, renewable energy, and automotive finance markets

Domain

Fintech / Personal Lending

Deliverable

client delivery

Required skills

inbound sales, relationship building, CRM management, compliance adherence, multi-channel communication, lead re-engagement

Preferred skills

none stated

Technologies

CRM systems

Responsibilities

manage inbound customer pipeline, explain loan options and address concerns, re-engage warm leads, maintain accurate CRM records, escalate complex cases

Seniority

Mid-level, hands-on IC