Job Description
Kapio is looking for an experienced Sales Specialist to join our team in Collingwood.
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You'll work with warm leads generated through the Kapio platform or other marketing tools – business owners who have already explored their funding options and are ready to speak with someone.
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From there, you'll own the deal end to end: understanding the client's needs, finding the right funding solution, managing the application and getting it through to settlement.
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This is a great role for someone who is confident in sales, commercially minded and enjoys building strong relationships.
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What you'll be doing
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Managing warm leads 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 preparing lending applications
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Matching clients with suitable lenders and products using Kapio's AI-driven insights
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Liaising with lenders and progressing deals
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Managing your own pipeline and sales targets
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What we're looking for
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Strong sales and closing ability
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Confidence speaking with business owners
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Commercial awareness and the ability to understand financial information
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Excellent communication and relationship-building skills
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Strong organisation and attention to detail
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Highly regarded
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Experience in business lending, commercial finance, banking or broking
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Experience packaging business loan applications
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Experience working with Australian SMEs
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Experience using CRM systems and managing a sales pipeline
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About Kapio
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Kapio is a Melbourne-based AI-powered business finance platform helping Australian small businesses find the right funding, faster.
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Business owners can connect their financials, compare live rates across a wide panel of lenders and use Kapio's technology to understand their best options. When they're ready to move forward, you'll help get the deal done.
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Why Kapio?
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Warm leads generated by the platform
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No reliance on cold calling
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Access to a wide panel of lenders
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Administration and processing support
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Modern Collingwood office
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Career growth within a quick-growing fintech
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If you're an experienced sales or business finance professional who enjoys closing deals and helping 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 - Business Finance, Uncapped Commissions (Victoria)
🏢 kapio
📍 Victoria