Client Manager - Accounts & Funding

TwoScots Recruitment; Sydney; Hybrid; AUD 75,000 - 125,000; Full time

Benefits offered by this job

Salary up to 125k + super

Hybrid work: Sydney CBD

Portfolio ownership

Cross-functional teamwork

Supportive environment

Job summary

TwoScots Recruitment is seeking a capable Client Manager - Funding in Sydney, offering hybrid work with two days in the Sydney CBD office. You will own an established client portfolio, oversee daily funding operations, and partner with Funding, Credit, Sales, Payroll and Operations to drive service excellence.

The role requires a commercially minded professional who can discuss funding needs, manage risk, and build strong client relationships across finance teams and business owners.

Qualifications

• Experience in client management, relationship management, account management, banking or finance.
• Commercially minded with ability to discuss funding requirements and risk with clients.
• Strong client engagement skills and ability to build long-term relationships.
• Confident reviewing financial information, business documentation and debtor performance.
• Strong organisational and time-management skills with competing priorities.
• Excellent communication, problem-solving and customer-service skills.
• High attention to detail and proactive risk management.
• Experience with Zoho and Xero is highly desirable.
• Experience in invoice finance, debtor finance, working-capital funding or recruitment is advantageous.

Responsibilities

• Manage an allocated portfolio of funding clients as their primary day-to-day contact.
• Build trusted relationships with business owners, finance teams and key stakeholders.
• Conduct regular client check-ins and business reviews.
• Manage client onboarding following settlement, including documentation, system setup and platform integrations.
• Guide clients through the client portal, funding requirements and operational processes.
• Review and process daily funding requests within service levels.
• Review invoices, supporting documentation and customer approvals.
• Liaise with Credit regarding funding limits, approvals and reviews.
• Monitor debtor ageing, collections, payment trends and funding exposure.
• Identify and elevate emerging risks while ensuring funding conditions are met.
• Monitor ongoing requirements, including financial reporting and ATO compliance.

Skills

Client management

Relationship management

Account management

Banking or finance

Financial performance discussion

Risk management

Client engagement

Attention to detail

Communication skills

Time management

Zoho

Xero

Invoice finance

Tools

Zoho

Xero

Job description

Sydney CBD | Hybrid - 2 days in the office | Up to $125,000 + super

Client Manager - Funding

About the Company

Through innovative funding solutions and exceptional service, the organisation helps its clients improve working capital and pursue sustainable growth.

This is an opportunity for a capable, commercially minded Client Manager to take ownership of an established portfolio. You will manage client relationships from settlement onwards, support daily funding operations, and proactively identify risks and growth opportunities.

Culture & Benefits

• Salary of up to $125,000 + super, depending on experience
• Hybrid working arrangement with two days per week in the Sydney CBD office
• An autonomous, client-facing position with genuine portfolio ownership
• Collaborative relationships across Funding, Credit, Sales, Payroll and Operations
• A supportive environment focused on excellent service and continuous improvement

Responsibilities Include

• Manage an allocated portfolio of funding clients as their primary day-to-day contact
• Build trusted relationships with business owners, finance teams and key stakeholders
• Conduct regular client check-ins and business reviews
• Manage client onboarding following settlement, including documentation, system setup and platform integrations
• Guide clients through the organisation's client portal, funding requirements and operational processes
• Review and process daily funding requests within agreed service levels
• Review invoices, supporting documentation and customer approvals
• Liaise with Credit regarding funding limits, approvals, exceptions and facility reviews
• Monitor debtor ageing, collections, customer concentrations, payment trends and funding exposure
• Identify and elevate emerging risks while ensuring funding conditions are satisfied
• Monitor ongoing requirements, including financial reporting, ATO compliance and supporting documentation

Skills & Experience

• Experience in client management, relationship management, account management, banking or finance
• A commercially minded approach and confidence discussing financial performance, funding requirements and risk with clients
• Strong client engagement skills and the ability to build credible, long-term relationships
• Confidence reviewing financial information, business documentation and debtor performance
• Strong organisational and time-management skills, with the ability to manage competing priorities
• Excellent communication, problem-solving and customer-service skills
• High attention to detail and a proactive approach to risk management
• Experience with Zoho and Xero is highly desirable
• Experience in invoice finance, debtor finance, working-capital funding or recruitment will be highly regarded