Client Onboarding & Sales Support Administrator

FundTap; Nelson; On-site; NZD 52,000 - 70,000; Full time

Benefits offered by this job

In-office training

Flexible hours

Evenings until 7pm (2 per week)

ASAP start

Work-from-home flexibility later

Competitive remuneration

Job summary

FundTap is seeking a Client Onboarding & Sales Support Administrator to join our Nelson team. Based in Nelson, New Zealand, you will move new clients from enquiry to approval and funding, coordinating with onboarding, credit and compliance. You’ll follow up with customers, gather documents, and keep CRM records current.

The role involves 30-40 hours per week with in-office training; some work-from-home flexibility is available once established. Immediate start for the right candidate.

Qualifications

• Minimum 2 years in customer service, sales support, or admin.
• Strong written and verbal communication skills.
• Comfort with phone calls and detailed processes.
• Ability to manage multiple applications and priorities.

Responsibilities

• Speak with new and prospective customers by phone and email.
• Guide customers through FundTap application and onboarding.
• Follow up leads and applications to keep them progressing.
• Gather financial information and supporting documents.
• Review applications for completeness.
• Coordinate with credit and compliance teams to progress.
• Help customers complete setup and funding.
• Support the sales team with follow-ups and admin.
• Maintain accurate CRM records.
• Identify stalled applications and re-engage customers.
• Provide general customer and account support.
• Improve onboarding to be faster and easier for customers.

Skills

Customer service

Communication skills

Organization

Attention to detail

CRM software

Problem solving

Team player

Proactive follow-up

Multi-tasking

Learning mindset

Tools

CRM software

Office suite

Job description

30–40 hours per week | Flexible hours | Two evenings per week until 7pm | In-office to start | ASAP start

30–40 hours per week | Flexible hours | Two evenings per week until 7pm | In-office to start | ASAP start

Seascape (2010) Ltd trading as FundTap

Nelson Central, New Zealand

Make a real impact with a growing fintech business

FundTap is a fast-growing fintech business helping small businesses across New Zealand and Australia access flexible invoice finance.

From our Nelson headquarters, we’re building smarter, faster ways for businesses to access funding when they need it.

We’re looking for a Client Onboarding & Sales Support Administrator to join our team.

This role is ideal for someone who enjoys working with people, likes keeping things moving and is confident following up with customers to get applications across the line. You’ll play an important part in turning enquiries and applications into active FundTap customers.

Important location requirement

This role is based in Nelson, New Zealand.

You will need to be able to work in our Nelson office, particularly at the start of the role for training and onboarding. Once established, there will be some opportunity to work from home.

We are only considering applicants who are currently based in Nelson or are able to work in Nelson on an ongoing basis.

The role

You’ll work closely with our sales, onboarding, credit and compliance teams to help new clients move smoothly from initial enquiry through to approval and funding.

A big part of the role is communicating with prospective and new customers, gathering the information we need, following up outstanding requirements and making sure applications keep moving.

You’ll be responsible for:

• Speaking with new and prospective customers by phone and email
• Helping customers understand FundTap and guiding them through our application and onboarding process
• Following up new leads and applications to keep them progressing
• Gathering financial information, identification and supporting documentation from customers
• Reviewing applications to make sure the required information has been provided
• Coordinating with our credit and compliance teams to progress applications
• Helping approved customers complete their setup and move towards their first funding
• Supporting the sales team with customer follow-ups and administration
• Keeping customer records, notes and CRM information accurate and up to date
• Identifying applications that have stalled and proactively getting in touch with customers
• Providing general customer and account support when required
• Looking for ways to make our onboarding process faster, simpler and easier for customers

What we’re looking for

We’re looking for someone who is confident communicating with customers and comfortable taking ownership of getting things done.

You don’t need previous finance experience, but you do need to be comfortable picking up the phone, following people up and working through detailed processes.

You’ll likely bring:

• At least 2 years’ experience in customer service, sales support, administration, account management or a similar role
• Strong written and verbal communication skills
• Confidence speaking with customers over the phone
• A proactive approach to following up and progressing work
• Strong organisation and attention to detail
• Confidence using systems, CRMs and technology
• Good judgement and problem-solving ability
• The ability to manage multiple applications and priorities at once
• A positive, practical and team-focused attitude
• An interest in learning about small business finance and fintech
• A willingness to contribute ideas and improve the way we work

Experience in financial services, lending, banking, insurance, property, professional services or another process-driven customer environment would be useful, but is not essential.

What success looks like

You’ll help make sure:

• New enquiries and applications are followed up quickly
• Customers understand exactly what they need to provide and what happens next
• Applications don’t sit waiting unnecessarily
• Outstanding documents and information are actively followed up
• Our credit and compliance teams receive complete and accurate applications
• Approved customers move through onboarding and towards their first funding as quickly and smoothly as possible
• Every customer receives a responsive and professional experience

What we offer

• 30-40 hours per week
• Flexible working arrangements
• Two evenings per week working until 7pm
• ASAP Start
• Initial in-office training and support, with some work-from-home flexibility once you’re established
• Competitive remuneration
• A supportive, close-knit team
• The opportunity to learn about fintech and small business finance
• The chance to be part of a successful Nelson-grown company making a real difference for small businesses

Why FundTap?

At FundTap, we care about doing meaningful work, moving quickly and making things easier for our customers.

We value People, Time, Innovation and Integrity, and we’re proud to be building a business where good people can take ownership, contribute ideas and make a genuine impact.

We’re a small team that thinks big, values flexibility and enjoys working together.