Client Success Manager

Hive Wealth Co; Melbourne; Hybrid; AUD 63.000 - 77.000; Vollzeit

Benefits dieser Stelle

Hybrid work

Full training

Growth opportunities

Ownership culture

Small focused team

Zusammenfassung

Hive Wealth Co is looking for a proactive client liaison to guide new clients from first contact through the journey across lending, property search and SMSF. You will be the first and main point of contact, coordinating across teams to keep clients progressing and satisfied.

In this hybrid role, you’ll build trusted relationships on the phone, qualify opportunities, and ensure CRM records are accurate. The position includes full training and a collaborative, growth‑minded team.

Qualifikationen

• Experience in client service or sales support.
• Ability to manage multiple client journeys concurrently.
• Comfortable on the phone and communicating with new enquiries.

Aufgaben

• Call new enquiries quickly, understand client goals and qualify fit.
• Schedule discovery sessions with Head of Strategy.
• Follow up clients to keep relationships warm.

Kenntnisse

Relationship building

Phone communication

Active listening

Questioning

Organisation

CRM proficiency

Client service

Sales support

Appointment setting

Project coordination

Finance/mortgage knowledge

Jobbeschreibung

About us

Hive Wealth Co builds commercial property portfolios for Australian investors and manages the whole journey, from strategy to settlement and beyond. Our clients work with three specialist teams under one roof: HIVE Lending (mortgage broking), HIVE Acquire (buyer's advocacy) and HIVE Super (SMSF setup and administration).

We are growing, and we need someone who keeps every client relationship moving forward.

The role

You will be the first person a new client speaks to, and the person who stays with them the whole way through.

You will:

• Call new enquiries quickly, understand what they want to achieve, and check whether we are the right fit.
• Book qualified clients into discovery sessions with our Head of Strategy.
• Follow up clients who are not ready yet, so the relationship stays warm until they are.
• Act as each client's main point of contact once they engage, across lending, property search and SMSF.
• Keep each client's journey on track between teams. Chase the next step, confirm who owns it, and update the client before they need to ask.
• Keep our CRM (GoHighLevel) accurate, so the team always knows where every client stands.

What we are looking for

• You build relationships easily, and people trust you quickly.
• You are comfortable on the phone, including calling people who have never heard from us.
• You can ask good questions, listen, and politely say "not yet" when someone is not ready.
• You are organised. You can run many client journeys at once without dropping anything.
• Experience in client service, sales support, appointment setting, or project coordination. Experience in property, finance, mortgage broking or accounting is a bonus, not a must.
• Confidence with CRMs and online tools. We will train you on our systems.

What you get

• $70,000 package including super.
• Hybrid work: a mix of office and home.
• Full training on our process, systems and client journey.
• A role that grows. As the business grows, so does this position.
• A small, focused team that values ownership and good work.