TrailBlazer Finance is growing – and we're building a dedicated front-end sales team to match.
You'll be the primary point of contact for all incoming enquiries, managing the front-end sales process and ensuring every prospect gets a qualified first impression. This role offers direct exposure to real deals, real clients, and senior decision-makers from day one.
Key responsibilities
- Own the front door – be the primary point of contact for all incoming enquiries, making sure every prospect gets a professional first impression
- Run the CRM (ZOHO) – create, manage, assign and update leads so no enquiry or opportunity slips through the cracks
- Qualify and direct enquiries – assess incoming leads (including preliminary lending questions) and route them to the right place, fast
- Keep the pipeline moving – follow up consistently with clients and prospects to progress opportunities through to the team for structuring and onboarding
- Handle valuation coordination – liaise with external valuers and our internal credit team to organise valuations and pre-assessment activities
- Prepare client-ready documentation – put together valuation reports, summaries and supporting paperwork, and manage the sending and e-signing of client forms
- Manage the money side – raise invoices and set up customer records in ZOHO Books,
and coordinate reimbursements and payments for valuations and other services
- Chase the paper trail – follow up outstanding documentation so applications and transactions keep progressing without delay
- Manage existing clients – manage an existing client portfolio and ongoing enquiries
- Generate income – settle deals within a defined scope and product offering (under $200,000)
About you
- Experience in customer service or sales support
- Sharp organisational skills and an eye for detail
- CRM experience (Zoho a big plus)
- A proactive, "get it done" attitude
- Confidence talking to clients, brokers and stakeholders
- Bonus points for finance, lending, mortgage broking or professional services background
About us
TrailBlazer Finance is a specialist lender funding $50K–$2.5M deals for finance brokers, accountants, financial advisers and law firms – a space the big banks just don't service well. We're growing and building a dedicated front-end sales team to match.
Why join us
Small, high-performing team. Direct exposure to real deals, real clients, and senior decision-makers from day one. This isn't a role where you'll be buried in a call queue – it's a genuine seat at the table to build your finance career.