Overview

Client Success Manager (Relationship Manager) – Location: Southport, Gold Coast. Full-time, mostly on-site | Mon–Fri (9am–5pm). Versatile for occasional evenings/weekends. Work From Home 1 day per week post‑probation.

Remuneration: $90k base + incentives (OTE: $140k) + company perks.

Role purpose

This isn’t customer service. This is client success. Our clients pay a substantial subscription to work with us, and you will help them achieve financial freedom through strategy, education, and accountability.

What you’ll do

- Run structured monthly check-ins and annual reviews
- Hold clients accountable to the strategy they’ve been given
- Help clients navigate life changes and keep progressing
- Coordinate with internal teams (Strategy, Brokerage, Property) for seamless support
- Spot risks early (drift, arrears, motivation drop) and take action fast
- Keep records tight, accurate, and compliant

What makes Infinity different

- We’re not a typical finance company; we focus on real outcomes, not vanity metrics
- We tell the truth and challenge the status quo
- Strong emphasis on client outcomes and care factor

The team you’re joining

- Approximately 45 Client Success Managers/RMs currently; growing
- Team size around 200 employees; HQ on the Gold Coast with offices in Melbourne, Sydney, and Wollongong
- US expansion ongoing with opportunities to travel; potential rotation for some team members





What we’re looking for

- Proven experience in relationship management, client success, coaching, case management, account management, education or service leadership
- Confidence having real conversations (not scripts)
- Strong organisation and follow-through
- Energy, ownership, and integrity
- Ability to work fast, manage volume, and stay calm under pressure

The non-negotiables

- Pass a credit history check (min score 600) and police check
- Provide two professional references
- Hold full, unrestricted working rights in Australia
- Be available for full-time work at the Southport HQ

Why join Infinity?

- Onboarding and training with a structured 6-week program
- Career growth in a fast-expanding business
- Competitive base salary with incentives tied to performance
- Vibrant, driven team culture

Application instructions

Apply now via this job board with your updated CV. Optional: email a short 60–90 second video answering: “Why do you think you’re the right person to help our clients achieve financial freedom, and what makes you want to work at Infinity?”

Important notes:

- All applicants must submit their CV via this job board
- The video is optional and intended to supplement your application
- Optional videos can be sent to:
- Contact: Lachlan Baldwin (Talent Manager) on Linked In for a chat

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