About the role

Own the client experience for a national property advisory, with the freedom to work from home and the flexibility to fit your life around the role.

Clearline Property is a fully online, end-to-end advisory service, built to help hardworking everyday Australians build real wealth for their future through investing in property. You are introduced to each client as they commit to their strategy, and from that moment the file is yours. For the 12–18 months that follow you are the person they know by name — navigating contract signing through settlement, progress draws, practical completion, handover, and everything in between.

For the first month or so you will be part of building the infrastructure: working alongside our AI engineers to build the SOPs into the CRM pipeline, and lending your experience to how it is put together. Once that is done, the CRM fires the reminders, countdowns and escalation alerts — you orchestrate the people. If something stalls, you fix it.

If something is missing, you chase it. If something is at risk, you escalate it before the client ever feels it. This is not a sales role, and it is not passive administration. It is a high-accountability delivery role.

You will work day to day with the Operations Manager and alongside a small, tight team.

Key responsibilities

- Single point of contact for every active client — proactive, professional updates at each finance and build milestone
- The client relationship at the decision point: join the close of their strategy session and the property selection call alongside our Consultant
- Coordination of our finance partner, conveyancer, builder and valuer to deadline, with a structured chase-and-escalate cadence that holds third parties to their timeframes
- The finance and contract run: formal lender application, land and build contracts,



cooling-off timelines, and valuation outcomes — working with our Consultant on the client conversation whenever a valuation lands short
- The pre-settlement and practical-completion clearances — the hard stops that protect our clients
- The construction phase solo: progress payments, council approval monitoring, property manager and insurance introductions, and handover close-out
- CRM accuracy and daily reporting on pipeline health, risks and timelines — stages and dates that reflect reality
- Post-handover care: the congratulations call, referral introductions, reviews, and a clean handoff into our wealth management program

About you

- Two or more years' direct, hands-on experience in this model — inside a property investment advisory, house-and-land or new-build investment business, personally carrying client files through finance, contracts, settlement, construction and handover to the property manager
- You can hold 20–40 concurrent files across different stages without dropping the ball, and it quietly bothers you when other people do
- You are confident on the phone — running a client update call, chasing a third party firmly but professionally, and handling an escalation conversation without flinching
- You write emails people actually read
- You action what needs doing before being asked, and you treat deadlines as commitments rather than suggestions
- You are fluent in a CRM (HubSpot, Salesforce, Pipedrive,



Zoho or similar) with a track record of clean, accurate data
- You want a role that starts focused and compounds — and you would rather help sharpen a process than simply execute someone else's

Advantages

- $80,000 base + superannuation, plus $500 for every client Property Blueprint signed — uncapped and paid as earned
- 100% work from home, anywhere in Australia
- An AI-driven CRM that does the remembering for you — it chases, counts down and alerts; you bring the judgement and the human touch
- A documented operating playbook — every checkpoint, escalation path and template written down, plus training in property investment fundamentals
- A ground-floor seat in a growing business, with clear progression toward Head of Client Services / Operations as the team scales
- A supportive, systems-first culture where accountability is designed in, not shouted about — and where your feedback is heard and handled constructively, with decisions taking hours to days, not months to quarters

About us Clearline Property is a fully online, end-to-end advisory service, built to help hardworking everyday Australians build real wealth for their future through investing in property. Our clients are nurses, tradies, teachers and professionals — people who have decided they want more than the path they are currently on, and who have trusted us to help them get there. That trust is tailored through expert advisory and kept solid across the twelve months that follow.

From managing finance and contracts to the build and every question in between, this role is the person who carries the torch — the one our clients turn to for reassurance, and the reason they look back on the whole experience knowing they were in good hands.

📌 Client Liaison Manager - "Property Advisory" model (Perth)
🏢 Clearline Property
📍 Perth