Operations Technical Support - CRM & Automation at LUMI MORTGAGE PTE LTD

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

28 Jun, 26

Salary

0.0

Posted On

30 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

CRM Management, Workflow Building, Automation, Data Integrity, System Configuration, AI Utilization, Reporting, Dashboard Creation, Stakeholder Communication, Fintech Experience, Lending Experience, Financial Services Experience, Integration Building, Problem Solving, Technical Solutions, Process Optimization

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 Operational efficiency at Lumi depends on getting the most out of our systems and technology. This role is responsible for owning the technical side of that equation, managing and optimising our CRM, building workflows and automations while leveraging AI to reduce manual work and improve speed and accuracy. Reporting to the Operations Manager, we are looking for someone who can turn operational needs into scalable, technical solutions and drive adoption across the business. The Role ● Own the day-to-day management and optimisation of our CRM, help maintain data integrity, improving configurations, and ensuring the platform supports operational teams effectively ● Design, build, and maintain workflows, task automations, and routing logic within the CRM, ensuring processes are accurately reflected and handoffs between teams are seamless ● Work with Operations Managers to identify repetitive, manual tasks across operations to build and implement automated solutions improving efficiency and reduce errors ● Utilise reporting and dashboards to track the success of CRM and automation changes, and share insights with stakeholders ● Drive adoption of automation across operational teams through clear communication and ongoing support ● Working with Lumi AI specialists to identify AI use cases that reduce manual work and improve speed and accuracy Qualifications This Person Is Someone With ● Strong hands-on experience managing and optimising CRM platforms ● Proven experience building workflows, automations, and integrations within CRM and operational systems ● Demonstrated experience with AI tools and implementation ● Proven ability to collaborate with non-technical stakeholders and translate business needs into system configurations ● Self-motivated with a drive to continuously improve and find better, faster ways to do things ● Experience in fintech, lending, or financial services is highly favourable 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

This role is responsible for managing and optimizing the company's CRM platform, maintaining data integrity, and designing, building, and maintaining workflows and automations within the system. The position also involves identifying manual tasks across operations to implement automated solutions using AI to improve efficiency and accuracy.