CareerPlan

Customer Service Specialist

Sydney, New South WalesFull-time2026-10-12 → 2026-10-22

Core

Manage inbound enquiries and conduct proactive outbound engagement to investigate at-risk accounts, understand merchant needs, and deliver tailored solutions to reduce churn and strengthen loyalty.

Role type

Strategic Account Specialist (Customer Service & Retention)

Builds

Customer retention strategies and tailored solutions for small and medium business owners

Domain

Fintech / Financial Services

Deliverable

client delivery

Required skills

Account investigation, relationship management, problem-solving, pricing/rate review, multi-channel communication (phone/email/SMS), commercial awareness, KPI management

Preferred skills

Fintech/banking/telco experience, consultative customer environment experience, handling difficult conversations

Responsibilities

Manage inbound customer enquiries relating to account concerns, pricing and retention; Conduct proactive outbound engagement with customers identified as at risk; Investigate account activity, transaction history and customer concerns before outreach; Build strong relationships with business owners and decision-makers; Deliver tailored solutions to improve customer experience and strengthen loyalty; Manage pricing and rate review conversations within approved guidelines

Seniority

Individual Contributor