Client Success - Onboarding Specialist at Valiant Finance

Financial Services, Business Development, Full-time, Sydney, New South Wales, Australia sydney sales finance full-time
Description
Posted 9 days ago

Valiant is driven by its people. Their diversity, skills and passion are the foundation of what we deliver to our customers - where employees are dedicated to achieving stellar results and exceeding customer expectations. Our values of “,” “e,” and “” direct how we think and act every day.


About the role

The Third Party Distribution team work closely with our partner channel (Brokers, Accountants, Vendors and other advisors) to help thousands of small to medium sized business owners find the perfect finance solution for their business. This role will see you maintaining relationships within a portfolio of accredited partners to drive profitable volume and position Valiant as the trusted referral partner for all business and commercial solutions.

The Onboarding specialistposition is a key role within the Third Party team where you will engage and maintain relationships with our referral partners. The Account Managers work alongside BDMs to help convert referral partners from unhealthy to healthy users, assist with activating referral partners by working through their first few transactions.

Key Responsibilities

  • Making outbound and inbound calls to referral partners that have been identified
  • Conveying Valiant's proposition and service over the phone to referral partners
  • Hand hold referrers through the application process
  • Setting up BDMs with potential meetings to explore other opportunities
  • Building and maintaining internal and external relationships with Product Specialist, Referrer Support, Business Development Managers, Referral Partners, and other key stakeholders.
  • Contributing regularly to the development of new and improved processes within the team to create a world class customer experience.
  • Providing feedback to Valiant HQ on how we can develop and iterate our process and service

Requirements

  • 1+ years of sales or business development experience.
  • Previous experience within broker/accounting/advisor network preferred
  • Exceptional phone communication skills with a natural ability to build rapport with clients/referral partners.
  • Understanding of Business lending and business development experience.
  • Commercial and Business credit experience which enables you to provide feedback on live deal scenarios.

Competencies & personal attributes

  • Customer focused with natural ability to form meaningful relationships.
  • Strong influencing skills
  • Good level of commercial acumen.
  • Good multi-tasker with strong attention to detail.
  • Ability to perform under pressure and achieve monthly targets.
  • Results orientated and team player with high drive to succeed.
  • Reliable, trustworthy and strong drive for excellence.

Benefits

  • Brand new pet-friendly office. Bring your furry friend to work!
  • Funded Induction product training and on-going coaching and support
  • Working directly with a talented and diverse leadership team (previously McKinsey & Co, Credit Suisse, Blackpeak capital, Hype, ING, Lendi, King & Wood Mallesons) to grow as a professional
  • Ongoing training, development and professional educational support. Take your career to the next level and become the best version of yourself.
  • Inclusive, passionate and supportive team. Innovation thrives on diversity and so do we.
  • Weekly Friday drinks and monthly events.
  • Fun, open plan office space located in the heart of Surry Hills, steps away from cafes and restaurants
  • Employee Assistance Program - Counseling

Please apply below or get in touch with our recruitment team at [email protected] by including your CV and a little information about yourself.

Valiant is an equal opportunity employer, and we're actively working on growing a diverse team. We do require permanent residency or Australian citizenship, and all applicants must undergo a background check.
We will endeavour to respond to all applicants who fulfil the mandatory requirements.

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