Client Relationship & Growth Manager — SaaS & AI

Loanworks; Sydney; On-site; AUD 100,000 - 140,000; Full time

Job summary

Loanworks is seeking a Client Relationship Manager in Sydney to own day-to-day relationships across a portfolio, lead governance meetings and build lasting partnerships. You’ll work with clients to align their objectives with Loanworks solutions and collaborate with internal teams to deliver against SOWs while identifying expansion opportunities.

You’ll engage with enterprise customers in tech, SaaS or financial services, manage governance and reporting, and use AI tools to draft communications

Qualifications

• Minimum 3 years' experience in a client relationship, client success, account management or similar client-facing role.
• Experience with business or enterprise customers, ideally in technology, SaaS, financial services or lending.
• Tertiary qualification or university degree (preferred), or equivalent practical experience.
• Relationship skills: stakeholder engagement and management, able to juggle multiple customer relationships and priorities with guidance.
• Clear communication: confident written and verbal skills, including reports, presentations, emails and meeting documentation.
• Commercial curiosity: exposure to RFP/RFI and tender processes, with interest in spotting growth opportunities within existing accounts.
• Organisation: strong planning and coordination skills, attention to detail, ability to manage competing deadlines.
• Product mindset: willingness to learn the Loanworks platform and translate customer needs into internal actions or proposals.
• AI-forward thinking: comfortable using Claude and Copilot to draft communications and governance reports.

Responsibilities

• Own the day-to-day relationship with your portfolio, running governance meetings and building long‑term partnerships.
• Get to know your clients' business objectives and how Loanworks solutions support them.
• Partner with internal teams on service delivery and issue resolution, tracking risks and actions through to closure.
• Help ensure services are delivered against agreed SOWs and contractual commitments.
• Support contract renewals and changes, and help with RFPs, RFIs, tender responses and client demonstrations.
• Stay across the sales pipeline, spotting opportunities for expansion and assisting with commercial administration.
• Feed customer insights back to the business and follow through on concerns so they're resolved promptly.
• Contribute ideas to improve our customer success processes and governance frameworks.
• Use approved AI tools to draft communications, governance reports and proposal content, and to summarise meetings.
• Share what you learn about new AI tools and features to help lift the whole team.

Skills

Client relationship

Stakeholder management

Account management

Communication

Commercial acumen

Education

Bachelor's degree or equivalent

Tools

CRM software

Microsoft Office

Claude

Microsoft Copilot

Job description

Loanworks is seeking a Client Relationship Manager in Sydney to own day-to-day relationships across a portfolio, lead governance meetings and build lasting partnerships. You’ll work with clients to align their objectives with Loanworks solutions and collaborate with internal teams to deliver against SOWs while identifying expansion opportunities.

You’ll engage with enterprise customers in tech, SaaS or financial services, manage governance and reporting, and use AI tools to draft communications