Plenti

Customer Success Representative

Plenti

full-time

Posted on:

Location Type: Hybrid

Location: Adelaide • Australia

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Job Level

Junior

About the role

  • Proactively engage potential borrowers via phone, email, SMS, and live chat to complete applications and secure loan drawdowns
  • Guide customers through every stage of the lending journey, clearly explaining products, handling objections, and removing barriers to approval
  • Re-engage stalled or abandoned applications using creative and strategic outreach
  • Consistently meet and exceed individual targets across application completion, conversion rates, and loan volumes (personal and auto loans)
  • Deliver personalized, responsible lending experiences that balance customer needs with commercial outcomes
  • Maintain accurate CRM records, capture customer insights, and escalate complex cases when required
  • Collaborate with the wider team to share best practices, adapt to change, and continuously improve performance

Requirements

  • 1-2+ years’ experience in sales, customer service, or financial services, with a strong track record of achieving targets
  • Confident, persuasive communicator who builds trust through empathy and professionalism
  • Skilled in objection handling and problem-solving
  • Comfortable managing high volumes of multi-channel interactions and documenting accurately in a CRM
  • Detail-oriented with a compliance-first mindset and the resilience to thrive in a fast-paced environment
  • A team player who brings energy, accountability, and a results-driven attitude
Benefits
  • Competitive base salary plus commissions
  • Ongoing training, development, and clear career progression
  • A vibrant, supportive culture that celebrates success and encourages innovation
  • Flexible work arrangements after 6 months, health and wellness benefits, team events, and more
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
salescustomer servicefinancial servicesobjection handlingproblem-solvingCRM documentationapplication completionconversion ratesloan volumescompliance
Soft Skills
confident communicatorpersuasive communicatorempathyprofessionalismdetail-orientedresilienceteam playerenergyaccountabilityresults-driven