Account Executive at LUMI MORTGAGE PTE LTD

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

04 Aug, 26

Salary

0.0

Posted On

06 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

B2B Sales, Outbound Prospecting, Account Management, Financial Services, Commercial Acumen, Communication Skills, Influencing Skills, Relationship Building, Data Analysis, Cross-functional Collaboration, Fintech, Lending

Industry

Financial Services

Description

Company Description Who Is Lumi? We’re a leading Fintech small business lender fuelling growth by making finance more accessible. We deliver fast & flexible funding designed to meet the unique needs of Australian businesses. With over $1.5 billion funded since 2018 and backing for 15,000+ small businesses, we're trusted for our speed, high quality service, and tailored approach. Working At Lumi We are building a culture where you can grow and make a difference for customers. We are looking for people to join us on this journey who are passionate, curious and great problem-solvers. We are incredibly proud of our awards, including most recently our Deputy CEO, Anna Hawter, receiving the Finnies’ 2025 Outstanding FinTech Leader of the Year award. We also ranked in the top #3 on the 2024 Australian Financial Review BOSS Best Places to Work Banking, Superannuation and Financial Services list, 2023 Best Workplace Diversity Award by FinTech Australia and the 2022 Empowering Innovation Affie Award. We also ranked #36 among the fastest-growing technology companies in Australia in the 2022 Deloitte Technology Fast 50 Australia. We foster a workplace where everyone feels a sense of belonging and respect and can reach their full potential. If you need any adjustments for a fair recruitment process, please let us know when applying. Our Values Egos at the door We own. We don’t judge. We don’t blame. We are open. We are in this together. We are respectful. See the customer We show up. We understand. We anticipate. We do what we say. We genuinely focus on solutions. Think lean We make things simple. We are resourceful. We understand the problem. We think ahead. Learn to grow We are curious. We challenge. We try. We fail forward. We learn. We try again. Job Description The Role Drive proactive outbound engagement with Lumi’s existing customer base to uncover refinancing and utilisation opportunities. Conduct quality conversations to re-engage customers, identify funding needs, and position Lumi solutions effectively. Focus on key areas including: term loan refinances, line-of-credit (LOC) refinances, LOC rollovers, LOC utilisation uplift, and off-book re-engagement. Leverage data insights to prioritise customer cohorts with the highest likelihood of conversion & lifetime value nurture. Collaborate with internal teams (Sales, Marketing, Credit) to streamline campaigns and ensure smooth approval processes. Manage an individual prospecting budget and contribute directly to team origination targets. Qualifications This Person Is Someone With… Proven B2B sales experience, ideally in financial services, lending, or fintech. A track record of outbound prospecting, re-engagement, or account management with measurable results. Strong commercial acumen and the ability to balance growth with margin discipline. Excellent communication and influencing skills, with the ability to build rapport quickly. A curious, self-starting mindset with resilience to manage high-volume outreach. Ability to work cross-functionally and thrive in a fast-paced, growth-oriented environment. Additional Information Perks & Benefits Wellbeing: Free counselling, seasonal activities, Wellbeing Allowance, wellness room, flu shots Work Life: Home Workspace Allowance, Purchased Leave, Parental Leave, Parental Flex Leave, Lumi Life Leave for challenging events, breastfeeding/expressing space Social & Food: Monthly lunches, regular celebrations, stocked kitchen, beer & kombucha on tap, board games, rooftop BBQs Rewards & Recognition: Competitive pay, referral bonuses, shout-out recognitions Community Support: Paid volunteer leave, diversity celebrations, company volunteer days Career & Growth: Rapid advancement opportunities, higher education sponsorship, hackathons

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Responsibilities

Drive proactive outbound engagement with existing customers to identify refinancing and utilization opportunities. Collaborate with internal sales, marketing, and credit teams to streamline campaigns and meet origination targets.