Customer Success Representative at Plenti Pty Limited

Adelaide, South Australia, Australia -

Full Time

Start Date

Immediate

Expiry Date

03 May, 26

Salary

0.0

Posted On

02 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Care, Consultative Sales, Objection Handling, Problem-Solving, CRM Management, Detail-Oriented, Compliance Mindset, Team Player, Results-Driven, Communication, Empathy, Persuasiveness, Multi-Channel Interaction, Accountability

Industry

Financial Services

Description

Who is Plenti? Plenti is a fintech lender, providing faster, fairer loans by leveraging its smart technology. Plenti is a dynamic and innovative business that is growing strongly. By continuing to deliver better customer experiences, Plenti is taking market share from incumbent players in the personal lending, renewable energy, and automotive finance markets. We are a fast moving and ambitious business that seeks to recruit smart and capable people, who can take ownership of their role to help the business thrive. With over 250 people based in Australia, Plenti is of a size where everyone can make a difference in their role and help us realise our very big ambitions as a team, as we go about building Australia’s best lender. Plenti is a founder led business that launched in 2014, listed on the ASX since 2020 with annual revenue of over $250 million and a loan portfolio of over $2.5 billion. About the Role: Are you target-driven, energized by meaningful conversations, and motivated by helping customers achieve their financial goals? At Plenti, we’re transforming the lending experience — and we’re looking for enthusiastic Customer Success Representatives to support borrowers from first enquiry through to loan drawdown. This role blends consultative sales with genuine customer care in a fast-paced, supportive environment. If you thrive on results and enjoy guiding customers to the right outcome, this could be the perfect next step in your career. Key Responsibilities: • 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 About You: • 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 Why Plenti? • 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 \n \n What's life like at Plenti? Working at Plenti means joining a team that is high-performing, diverse, customer-focused and collaborative. It’s a place where everyone can “make it happen” and share in the results and success. If being in a dynamic industry as part of a market-leading fintech sounds like you, then join to help us reshape Australia’s financial eco-system for the good. In return, you will enjoy a culture of innovation and entrepreneurship to take your career further. We offer flexible working and volunteer and study leave to develop your skills. We also have monthly social events, office snacks, company Townhalls and D&I initiatives and events to help you connect with your colleagues. Plenti is committed to a diverse and inclusive workforce. We encourage people from different backgrounds to apply, including Aboriginal and Torres Strait Islander people and people with disabilities. When you apply, let us know of any reasonable adjustments you may need during the interview process so we can accommodate you.

Responsibilities

The Customer Success Representative will engage potential borrowers through various channels to complete applications and secure loan drawdowns. They will guide customers through the lending journey, handling objections and ensuring a smooth process.