Job Description

Who is Shift?

n

At Shift, we're business specialists dedicated to helping Australian SMEs take control of their cashflow, streamline trade terms and choose the right financial products.

n

We believe Australian businesses are the driving force behind our economy and are core to our communities. That's why our business expertise, focus on relationships, and market-leading technology is at the core of everything we do. We've helped solve the credit and payment pain points for more than 30,000 businesses, providing over $6 billion in aggregate funding.

n

Our unique approach to product innovation combined with our collaborative culture means you can build your career in a supportive environment. You'll be joining a diverse team of over 300 people who are always looking to deliver better outcomes for Australian businesses.

n

About the role:

n

As a Client Onboarding Specialist (Internally known as Customer Solutions Specialist), you'll play a key role in supporting customers through the onboarding journey from application through to settlement ensuring a smooth and positive experience.

n

You'll assess applications, make credit decisions within scorecard frameworks, and align Shift's products to meet customer needs.

n

This is a solutions-driven role, where you'll work closely with business owners and brokers to identify the most suitable product, helping position Shift competitively in the market.

n

Based in our North Sydney office, we offer hybrid work flexibility, with a minimum of three days in the office each week.

n

What you'll do:

n

n
- Assist business owners and brokers in identifying the most suitable product based on needs and circumstances with expert knowledge on Shift's products.
n
- Explain key features and benefits of Shift.
n




- Own the customer onboarding journey, including registration and compliance requirements for onboarding.
n
- Make credit decisions within authority levels
n
- Maintain accurate records and systems.
n
- Answer inbound customer calls as part of a rotating roster within the team.
n
- Comply with lending guidelines and regulatory obligations.
n

n

#LI-Hybrid

n

What you'll bring:

n

n
- Experience preferred in lending or sales role within financial services.
n
- Demonstrated ability to position products in a competitive market
n
- Proven track record of delivering high-quality customer service and meeting performance targets.
n
- Excellent communication skills – strong written and verbal communication, active listening.
n
- Relationship building with customers, brokers, and stakeholders.
n
- Technical systems knowledge (CRM, loan origination, onboarding platforms).
n
- Problem-solving to address immediate customer needs.High attention to detail
n

n

Key benefits:

n

n
- Cooperative teams – a flat structure means everyone can learn from colleagues and senior leaders around the business.
n
- Be involved – come together with all of your colleagues every 100 days to share the product and technology roadmap and business strategy.
n
- Flexible working environment – we're headquartered in North Sydney with state‐based workplaces and offer a flexible work policy.
n
- Family support – industry leading 26 weeks paid parental leave.
n
- Purpose built spaces within our office – designed for collaboration, brainstorming, socialising, and focused work.
n
- Range of benefits supporting your physical, psychological and financial wellbeing. From a day off on your birthday to excellent end of trip facilities.
n

n

#LI-Hybrid

#J-18808-Ljbffr

📌 Client Onboarding Specialist (New South Wales)
🏢 Shift Financial Pty
📍 New South Wales