Deliver a premium partner and customer experience in a growing financial services business with a market-leading property product.

Are you passionate about customer experience, relationship management and getting great outcomes?

Do you love taking ownership, following things through and making every interaction feel seamless, professional and successful?

This is a newly created role within the sales team, supporting referral partners and customers through the sales journey. You will play a key role in ensuring partners feel supported, customers are guided with care, and applications progress efficiently from enquiry through to completion.

About the Company

Our client is a well-established and highly regarded financial services business that has been helping Australians secure property purchases for over 30 years. With a proven product, strong market reputation and a growing national partner network, the business is continuing to invest in its customer experience, referral partner support and sales capability.

This is an exciting opportunity to join a supportive, high-performing team where service, accountability and commercial outcomes really matter.

About the Role

As Relationship Manager, you will be the key point of contact for customers and referral partners once a lead or application enters the process. You will own the live customer and partner journey, helping progress applications, coordinating information, managing follow-up and ensuring all parties are kept informed along the way.

This is not a traditional customer service or sales support role. It requires energy, urgency, strong attention to detail and a genuine passion for helping people. You will work closely with BDMs, sales, operations and assessment teams to create a smooth and consistent experience for referral partners and customers.

The right person will be customer focused, commercially aware and naturally proactive. You will enjoy solving problems,



removing friction and making sure every interaction builds confidence in the business.

Key Responsibilities

Customer & Partner Experience

- Act as the primary point of contact for customers and referral partners throughout the sales process
- Deliver a high-quality, responsive and professional experience at every stage
- Keep customers and partners informed, supported and clear on next steps
- Build trust and confidence with referral partners through reliable and solutions-focused service
- Resolve service issues or escalations with urgency and ownership

Lead & Application Management

- Manage inbound partner leads and help progress them to from application to completion
- Proactively follow up outstanding documentation, conditions and next steps
- Ensure applications are complete, accurate and well prepared before assessment
- Identify barriers to conversion and work with internal teams to resolve issues quickly
- Maintain strong visibility across pipeline progress and application status

Sales Team & Partner Support

- Work closely with BDMs to ensure referral partners feel supported and valued
- Provide partners with status updates, process guidance and practical assistance
- Help strengthen partner retention, loyalty and confidence in the business
- Support a premium experience for VIP referral partners and key channels
- Contribute to stronger conversion outcomes through consistent follow-up and service quality

Cross-Functional Coordination

- Liaise between customers, partners, sales, operations and assessment teams




- Coordinate additional information requests and keep applications moving efficiently
- Ensure handovers between teams are clear and timely
- Provide feedback on recurring process issues, friction points and improvement opportunities
- Maintain accurate updates in CRM and workflow systems

What We’re Looking For

- Strong customer service, relationship management or partner support experience
- Experience working in 3rd party, intermediated sales model
- Experience in financial services, property, lending, insurance, broking or another process-driven service environment would be highly regarded
- A genuine customer-first mindset with the drive to make every interaction successful
- Strong follow-up discipline and attention to detail
- Ability to manage multiple live applications, customers and stakeholders at once
- Confident communication style with both referral partners and direct customers
- Commercial mindset with a focus on conversion, service quality and outcomes
- Ability to de-escalate issues and solve problems proactively
- Highly organised, accountable and comfortable working in a fast-paced team environment
- Tech savvy and confident using CRM or workflow systems

Why Join?

- Newly created role with genuine ownership and impact
- Join a respected financial services business with a market-leading property product
- Work closely with a supportive and experienced sales team
- Play a key role in partner success, customer experience and business growth
- Build your career in a business investing in service, systems and growth
- Sydney CBD location close to transport, cafes and shops
- Competitive salary and incentives

Ready to make every partner and customer interaction count? If you are customer focused, proactive and passionate about delivering excellent outcomes, we would love to hear from you.

Apply now.

📌 Relationship Manager - Financial Services (Sydney)
🏢 Talented Group
📍 Sydney