Client Success Officer at MoneyTech

Full-Time, Monoova, Sydney, New South Wales sydney full-time
Posted a month ago

We are the original Fintech! Founded in 2003 we have been servicing the business community with lending, foreign exchange, and payments under our two brands Moneytech and Monoova. We are Australia's only non-bank financial institution that offers finance, payments and FX capabilities which gives us a unique position to help SMEs who are the growth engine of Australia.

Our working capital solutions, market leading FX and an enterprise level payments platform gives our customers control over their cashflow and payments, saving time and money so you they can concentrate on doing what they love!

Due to growth over the past year and a strong demand for services, we are looking for a Client Success Officer to join the Monoova team.

The primary objectives of the role include to safeguard the revenue of the Payments business by:

  • Providing existing clients with timely, considered service
  • Supporting the effectiveness of the APS sales team
  • Developing internal and external processes within the broader team

We are looking for a Client Success Officer who will report to the Client Success Manager in the following role.


  • Having a thorough understanding of our offering across all business lines, you respond to incoming queries of existing clients
  • Building strong relationships with our external service providers and partners to allow you to draw on their resources when needed to service our clients
  • Working closely with sales, compliance, and product, you support the onboarding of new APS clients
  • Once familiar with your core responsibilities, you will be upskilled to support the team with transaction monitoring and reporting

The successful candidate will have the following:

  • Excellent communication skills which allow you to build and maintain trust¬†
  • Desire to contribute to a small but growing team, including refining internal processes and external documentation
  • Highly organised with the ability to effectively time manage and prioritise tasks
  • Some familiarity with finance and/or payments platforms
  • Ability to acquire a sufficiently strong technical understanding of our products and services to be able to respond to client queries in an independent manner
  • Demonstrated attention to detail
  • Excellent Microsoft Office skills
  • Ability to work both collaboratively and individually
  • Some familiarity with the crypto industry is desirable

If you have outstanding interpersonal skills and are motivated, determined, detail oriented and ethical with a collaborative approach, we would love to hear from you. 

Please submit your application now!

No recruitment agencies please.