We're looking for an experienced Sales Specialist to join our team in Collingwood.
You'll pick up warm leads handed off from the Kapio platform, where clients have already explored their options and are ready to talk to a person. From there, you own the process end to end: understanding the client's business and matching them with the right lender through to settlement.
This is a sales role for someone who knows how to build trust, manage your own pipeline and close deals.
What you'll be doing
- Managing warm leads from the Kapio platform, from first conversation through to settlement
- Understanding each client's business and funding needs
- Reviewing financial information and packaging lending applications
- Matching clients with the most suitable lender and product, using Kapio's AI-driven insights
- Liaising with lenders to negotiate and progress applications if required
- Managing your own pipeline and following up opportunities
- Building long-term relationships with clients
- Working towards sales and settlement targets
What we're looking for
- Strong sales ability with confidence speaking to business owners
- Commercially minded, with the ability to interpret financial information
- Excellent communication and relationship-building skills
- Highly organised with solid attention to detail
- Self-motivated and driven to achieve results
Highly regarded
- Experience in business lending, commercial finance, banking or business broking
- Experience packaging and submitting business loan applications
- Experience working with Australian small businesses
- Comfortable working with tech-driven, data-led platforms
- Experience with CRM systems and sales pipelines
About the job
Kapio is a Melbourne-based AI finance platform helping Australian small businesses see all their lending in one place and find the right funding, fast. Business owners connect their financials, get live rates across a wide panel of lenders, and use Kapio's AI to work out the best option for their situation. When they're ready to move forward, they're handed to a dedicated broker to get the deal done.
Why Kapio?
- Warm leads generated by the platform, not cold outreach
- Access to live rates across a wide panel of lenders
- Administration and processing support
- Modern office in Collingwood
- Career growth within a fast-growing fintech
- Supportive, high-performing team
If you're an experienced business finance professional who enjoys sales, building relationships, and helping small businesses access funding, we'd love to hear from you.
Applicants must have valid and unrestricted working rights in Australia. We are unable to provide visa sponsorship for this position.