Client Onboarding Specialist

Shift; Sydney; Hybrid; AUD 70,000 - 90,000; Full time

Benefits offered by this job

Hybrid work policy

Parental leave 26 weeks

Flexible working environment

Office in North Sydney

Job summary

Shift is seeking a Client Onboarding Specialist to guide customers from application to settlement, ensuring a smooth onboarding experience. You’ll assess applications, decide within scorecard frameworks, and match Shift products to client needs.

Based in North Sydney, the role offers hybrid work with at least three days in the office weekly, collaborating with business owners and brokers to position Shift competitively in the market.

Qualifications

• Experience in lending or sales within financial services.
• Ability to position Shift’s products in a competitive market.
• Proven track record of delivering high-quality customer service and meeting performance targets.
• Excellent written and verbal communication skills.
• Ability to build and maintain relationships with customers, brokers, and stakeholders.
• Knowledge of CRM, loan origination and onboarding platforms.
• Strong problem-solving skills and attention to detail.

Responsibilities

• Assist business owners and brokers in identifying the most suitable product based on needs and circumstances with expert knowledge on Shift’s products.
• Explain key features and benefits of Shift.
• Own the customer onboarding journey, including registration and compliance requirements for onboarding.
• Make credit decisions within authority levels.
• Maintain accurate records and systems.
• Answer inbound customer calls as part of a rotating roster within the team.
• Comply with lending guidelines and regulatory obligations.

Skills

Lending experience

Sales aptitude

Customer service excellence

Communication

Relationship building

Problem solving

Attention to detail

Tools

CRM

Loan origination platforms

Onboarding platforms

Job description

Who is Shift?

At Shift, we’re business specialists dedicated to helping Australian SMEs take control of their cashflow, streamline trade terms and choose the right financial products.

We believe Australian businesses are the driving force behind our economy and are core to our communities. That’s why our business expertise, focus on relationships, and market-leading technology is at the core of everything we do. We’ve helped solve the credit and payment pain points for more than 30,000 businesses, providing over $6 billion in aggregate funding.

Our unique approach to product innovation combined with our collaborative culture means you can build your career in a supportive environment. You’ll be joining a diverse team of over 300 people who are always looking to deliver better outcomes for Australian businesses.

About the role:

As a Client Onboarding Specialist (Internally known as Customer Solutions Specialist), you’ll play a key role in supporting customers through the onboarding journey from application through to settlement ensuring a smooth and positive experience.

You’ll assess applications, make credit decisions within scorecard frameworks, and align Shift’s products to meet customer needs.

This is a solutions-driven role, where you’ll work closely with business owners and brokers to identify the most suitable product, helping position Shift competitively in the market.

Based in our North Sydney office, we offer hybrid work flexibility, with a minimum of three days in the office each week.

What you’ll do:

• Assist business owners and brokers in identifying the most suitable product based on needs and circumstances with expert knowledge on Shift’s products.
• Explain key features and benefits of Shift.
• Own the customer onboarding journey, including registration and compliance requirements for onboarding.
• Make credit decisions within authority levels
• Maintain accurate records and systems.
• Answer inbound customer calls as part of a rotating roster within the team.
• Comply with lending guidelines and regulatory obligations.

What you’ll bring:

• Experience preferred in lending or sales role within financial services.
• Demonstrated ability to position products in a competitive market
• Proven track record of delivering high-quality customer service and meeting performance targets.
• Excellent communication skills – strong written and verbal communication, active listening.
• Relationship building with customers, brokers, and stakeholders.
• Technical systems knowledge (CRM, loan origination, onboarding platforms).
• Problem-solving to address immediate customer needs.
• High attention to detail

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Key benefits:

• Collaborative teams – a flat structure means everyone can learn from colleagues and senior leaders around the business.
• Be involved – come together with all of your colleagues every 100 days to share the product and technology roadmap and business strategy.
• Flexible working environment – we’re headquartered in North Sydney with state-based workplaces and offer a flexible work policy.
• Family support – industry leading 26 weeks paid parental leave.
• Purpose built spaces within our office – designed for collaboration, brainstorming, socialising, and focused work.
• Range of benefits supporting your physical, psychological and financial wellbeing. From a day off on your birthday to excellent end of trip facilities.

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