Job Description

We're looking for an experienced Sales Specialist to join our team in Collingwood.

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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.

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This is a sales role for someone who knows how to build trust, manage your own pipeline and close deals.

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What you'll be doing

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- Managing warm leads from the Kapio platform, from first conversation through to settlement
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- Understanding each client's business and funding needs
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- Reviewing financial information and packaging lending applications
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- Matching clients with the most suitable lender and product, using Kapio's AI-driven insights
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- Liaising with lenders to negotiate and progress applications if required
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- Managing your own pipeline and following up opportunities
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- Building long-term relationships with clients
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- Working towards sales and settlement targets
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What we're looking for

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- Strong sales ability with confidence speaking to business owners
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- Commercially minded, with the ability to interpret financial information
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- Excellent communication and relationship-building skills
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- Highly organised with strong attention to detail
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- Self-motivated and driven to achieve results
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Highly regarded

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- Experience in business lending, commercial finance, banking or business broking
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- Experience packaging and submitting business loan applications
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- Experience working with Australian small businesses
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- Comfortable working with tech-driven, data-led platforms
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- Experience with CRM systems and sales pipelines
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About the job

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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.

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Why Kapio?

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- Warm leads generated by the platform, not cold outreach
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- Access to live rates across a wide panel of lenders
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- Administration and processing support
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- Modern office in Collingwood
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- Career growth within a fast-growing fintech
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- Supportive, high-performing team
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If you're an experienced business finance qualified who enjoys sales, building relationships, and helping small businesses access funding, we'd love to hear from you.

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Applicants must have valid and unrestricted working rights in Australia. We are unable to provide visa sponsorship for this position.

📌 Sales Specialist - uncapped commissions (Williamstown)
🏢 kapio
📍 Williamstown