Job Description

Overview

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

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

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Role purpose

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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.

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What you'll do

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

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

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

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

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

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

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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?"

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Significant notes:

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- All applicants must submit their CV via this job board
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- The video is optional and intended to supplement your application
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- Optional videos can be sent to: [email protected]
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- Contact: Lachlan Baldwin (Talent Manager) on LinkedIn for a chat
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📌 Client Success Manager (City of Gold Coast)
🏢 Infinity Group
📍 City of Gold Coast