Relationship Manager - Partners

Valiant Finance

Sydney

Hybrid

AUD 60,000 - 90,000

Full time

13 days ago
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Benefits offered by this job

Hybrid working
Career progression
Continuous learning and development
Competitive remuneration

Job summary

Valiant Finance is seeking a proactive SDR in our Partner Channel team in Sydney. The role focuses on phone-first outreach to re-engage accountants and mortgage brokers, generating new business enquiries and guiding referrals to the broker team for settlement. You’ll grow a portfolio of engaged partners as you advance.

We offer hybrid working, a clear career path, and ongoing development to help you progress into more senior partner relationships and broker leadership roles.

Qualifications

  • 1–3 years' experience in sales and relationship management.
  • Strong outbound/phone-based component and comfortable calling partners.

Responsibilities

  • Get on the phone with accountants, mortgage brokers and other referral partners to reactivate dormant partners and generate new enquiries.
  • Brief partners clearly so the broker team can move fast from referral to settlement.
  • Build and maintain trusted relationships so Valiant becomes the first call for finance.
  • Collaborate with broker/sales to ensure deals get attention.
  • Deliver training and demos on Valiant's products and tools.

Skills

Phone sales
Relationship building
Outbound sales
Communication skills
Negotiation

Tools

CRM software

Job description

  • Work on the 23rd coolest street in the world (Time Out magazine) — our Surry Hills office is fun, social, and full of great people
  • A real career path, not just a job — we invest in setting up \"the Pride\" for long, successful careers as brokers, with structured progression from SDR into a managed partner portfolio
  • Competitive remuneration that rewards your skills, experience and results, plus tenure rewards that grow the longer you're with us
  • Hybrid working — split your time between home and our Surry Hills office
  • Knowledgeable, supportive leadership and a genuinely collaborative, high-performing team
  • Continuous learning and development — we back you to take your career to the next level
About the Role

This is a phone-first role. As an SDR in our Partner Channel team, you'll spend the majority of your time on the phone (backed up by SMS, email and video) calling accountants and mortgage brokers — reactivating dormant Valiant partners and building new referral relationships. Your job is to generate new business enquiries from these partners and hand them off to Valiant's broker team, who take the deal through to settlement. This is a great opportunity if you have a passion for financial services and sales and are keen to expand on your sales skills within a niche space.

As you build a track record, you'll progress into managing your own portfolio of highly engaged referral partners who see Valiant as their go-to for commercial and business finance.

What You'll Do
  • Get on the phone with accountants, mortgage brokers and other referral partners — proactively reactivating inactive Valiant partners across phone, SMS, email and video call
  • Generate new business enquiries from partners and brief them in clearly so Valiant's broker team can move fast from referral to settlement
  • Build trusted, lasting relationships with partners so Valiant becomes their first call for commercial and business finance
  • Work closely with the broker/sales team to make sure every partner-referred deal gets the attention it deserves
  • Deliver training, demos and guidance on Valiant's products and tools so partners recognise finance opportunities and refer them with confidence
  • Grow and manage your own portfolio of engaged referral partners as you progress in the role
  • Stay on top of industry and product knowledge so you're always giving partners accurate, relevant information
What You'll Bring
  • 1–3 years' experience in sales and relationship management, ideally within financial services, a strong outbound/phone-based component
  • Driven, motivated, and comfortable picking up the phone and getting stuck in
  • Exceptional communication skills with a natural ability to build trust and rapport quickly over the phone
  • Strong presentation and facilitation skills for running partner training and demos
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