Client Relationship Manager

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 empowers lenders, aggregators and brokers to make finance truly accessible. Through innovative consumer finance software and trusted outsourcing services, we create seamless experiences at every touchpoint — and we're growing fast.

The Opportunity

Loanworks has been at the heart of Australian lending technology for years, and we're looking for a Client Relationship Manager to help our customers get the most out of it. This is a relationship-first role at the intersection of customer success, delivery and commercial growth — you'll be the trusted face of Loanworks for a portfolio of clients, and the internal champion who makes sure their voice is heard.

You’ll thrive here if you enjoy variety: one day you're running a governance meeting, the next you're shaping an RFP response or spotting an opportunity to expand an account. You'll also get to work with AI tools like Claude and Microsoft Copilot as part of your everyday toolkit — drafting communications, summarising meetings and speeding up governance reporting, so you can spend more time on the relationships that matter.

What You’ll Own

Client Relationship & Governance

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

Delivery & Operational Oversight

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

Commercial & Contract Support

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

What You’ll Bring

Minimum 3 years' experience in a client relationship, client success, account management or similar client‑facing role

Experience working with business or enterprise customers, ideally in a technology, SaaS, financial services or lending environment

Tertiary qualification or university degree (preferred), or equivalent practical experience

Relationship skills. A natural at stakeholder engagement and management, able to juggle multiple customer relationships and priorities with guidance where needed. Collaborative approach to comfortably work across delivery, product, support and commercial teams

Clear communication. Confident written and verbal skills, including reports, presentations, emails and meeting documentation

Commercial curiosity. Exposure to (or willingness to learn) RFP/RFI and tender processes, and an interest in spotting growth opportunities within existing accounts

Organisation. Strong planning and coordination skills, sharp attention to detail, and the ability to manage competing deadlines. Ability to run and document customer meetings, capture actions and follow them through to closure

Product mindset. Willingness to learn the Loanworks platform and translate customer needs into clear internal actions or proposals

AI-forward thinking. Comfortable using tools like Claude and Microsoft Copilot to support drafting, summarising and reporting, with a genuine interest in adopting new AI‑enabled ways of working

What's In It For You

Join an established, respected name in Australian lending technology at a moment when the role of client success is only growing in importance. You'll get genuine variety — governance, delivery, commercial and sales all in one seat — plus real exposure to senior stakeholders on both the customer and Loanworks side.

We're investing seriously in AI adoption across the business, so you'll be equipped with modern tools from day one and encouraged to keep exploring how they can make your work sharper and more efficient. And because this role touches every part of the customer lifecycle, it's a genuine platform to grow your commercial and account management career.