ABOUT US

Our 2.4 million members trust us to take care of over $330 billion in retirement savings. And we help them take charge of their finances and face the future with confidence. Our inclusive culture means you’ll be valued and heard in a respectful workplace. We’ve created an environment where you can be yourself and do amazing work. It’s that simple.

We’re all about helping our members make the most of their money. And while they go after their goals, you can too. As a key member of the Beam Growth and Partnerships team, you’ll be the driving force behind seamless onboarding experiences for new Beam clients. From the very first interaction, you’ll ensure clear communication, smooth implementation, and a strong foundation for long-term partnerships.
You’ll also support internal teams by answering onboarding queries, contribute to business growth through sales support, and collaborate closely with Relationship Managers to enhance client engagement through partner initiatives.

Day to day, you’ll:

• Drive the development and execution of onboarding strategies for new Beam clients.
• Act as the first point of contact for client onboarding, working closely with the sales team to ensure clarity and confidence from day one.
• Drive the right behaviours among internal stakeholders by proactively addressing onboarding-related queries and leading process improvements
• Partner with Relationship Managers and the Sales Team to enhance client engagement, support strategic partner initiatives, and drive sustainable partnership growth throughout the onboarding journey
• Provide sales support and contribute to business development efforts.

This role is a permanent opportunity based in Brisbane, Sydney or Melbourne.