Job Description

Are you a natural communicator who thrives on building rapport, asking the right questions and knowing you've made a difference? We're partnering with one of Australia's leading specialist lenders in the medical field with a national presence, tight-knit team, fast-moving culture

n

The Role

n

This role will be the first point of contact for prospective clients — engaging warm leads from campaigns, events and digital activity, conducting qualification conversations, and handing over opportunities to the sales team with enough context that they can hit the ground running

n

.You'll also proactively work through a large existing database of untapped prospects, identify trends from your conversations and feed insights back to the marketing team.It's a role with real breadth that will evolve significantly with the right person

n

What you'll be doing

n

n
- Engaging and qualifying warm inbound leads across multiple channels
n
- Proactively nurturing opportunities within an existing prospect database
n
- Building rapport with medical professionals and understanding their needs
n
- Handing over qualified leads to sales consultants with explicit, detailed notes
n
- Capturing feedback and behavioural trends and reporting back to marketing
n




- Maintaining accurate CRM records across Microsoft Dynamics and HubSpot
n

n

What we're looking for

n

n
- Financial services or medical industry experience is a bonus — not a requirement.
n
- Solid experience in a client-facing or phone-based role — call centre, client success, healthcare admin, recruitment or inside sales
n
- Knows how to keep someone engaged, ask the right questions and actually listen
n
- Curious, commercially minded and self-directed
n
- Strong CRM discipline and genuinely organised
n
- Motivated by the quality of the conversation as opposed to hunting sales
n

n

What's in it for you

n

n
- Warm, high-value audience — doctors, dentists and vets; no cold calling
n
- Structured onboarding before you're on the phones — learning modules, internal meetings and event attendance
n
- First three months in-office, then hybrid
n
- A business that moves quickly and has a genuine appetite for people who bring ideas
n
- Real scope for the role to grow as the business grows
n
- $75,000 - $90,000 + Super
n

n

If this sounds like you plea please Apply now or direct any questions to [email protected]

#J-18808-Ljbffr

📌 Customer Success Coordinator (New South Wales)
🏢 TalentWeb | B
📍 New South Wales