Retentions Sales Support at Lumi

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

08 Jun, 26

Salary

0.0

Posted On

10 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales Support, Customer Success Management, Credit Application Packaging, Customer Service, Client Communication, Broker Communication, Document Verification, Stakeholder Management, Loan Application Support, ID Verification, KYC Checks, Multitasking, Attention to Detail, Relationship Building, Commercially Minded, Self-Starting

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 ● Providing dedicated support to our Customer Success Managers and Retention Specialists ● Packaging credit applications for submission ● Providing a high level of customer service ● Assisting with client and broker communication, documentation requests and document verification ● Working closely with internal stakeholders to support loan applications in line with customer needs & Lumi policy ● Taking inbound broker or customer phone calls ● Assisting with administrative tasks including ID verification and KYC checks ● Outbound activities to increase Line of Credit (LOC) review volume Qualifications THIS PERSON IS SOMEONE WITH ● Sales or sales support experience in B2B (highly desirable) ● Business lending, fintech or financial services experience (highly desirable) ● Excellent communicator, both written and verbal ● Ability to multitask, maintain a swiftly moving pipeline and has great attention to detail ● Ability to develop strong working relationships both internally with colleagues and externally with new business and existing customers ● Commercially minded ● Curious, positive and self-starting - Learn to Grow mindset 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: Advancement opportunities, higher education sponsorship, hackathons

Responsibilities

This role involves providing dedicated support to Customer Success Managers and Retention Specialists by packaging credit applications for submission and ensuring a high level of customer service. Key duties include assisting with client/broker communication, document verification, and supporting loan applications in line with company policy.