Sydney CBD | Hybrid - 2 days in the office | Up to $125,000 + super

Client Manager - Funding About the Company Through innovative funding solutions and exceptional service, the organisation helps its clients improve working capital and pursue sustainable growth.

This is an opportunity for a capable, commercially minded Client Manager to take ownership of an established portfolio. You will manage client relationships from settlement onwards, support daily funding operations, and proactively identify risks and growth opportunities.

Culture & Benefits

Salary of up to $125,000 + super, depending on experience

Hybrid working arrangement with two days per week in the Sydney CBD office

An autonomous, client-facing position with genuine portfolio ownership

Collaborative relationships across Funding, Credit, Sales, Payroll and Operations

A supportive environment focused on excellent service and continuous improvement

Responsibilities Include

Manage an allocated portfolio of funding clients as their primary day-to-day contact

Build trusted relationships with business owners, finance teams and key stakeholders

Conduct regular client check-ins and business reviews

Manage client onboarding following settlement, including documentation, system setup and platform integrations

Guide clients through the organisation's client portal, funding requirements and operational processes





Review and process daily funding requests within agreed service levels

Review invoices, supporting documentation and customer approvals

Liaise with Credit regarding funding limits, approvals, exceptions and facility reviews

Monitor debtor ageing, collections, customer concentrations, payment trends and funding exposure

Identify and elevate emerging risks while ensuring funding conditions are satisfied

Monitor ongoing requirements, including financial reporting, ATO compliance and supporting documentation

Skills & Experience

Experience in client management, relationship management, account management, banking or finance

A commercially minded approach and confidence discussing financial performance, funding requirements and risk with clients

Strong client engagement skills and the ability to build credible, long-term relationships

Confidence reviewing financial information, business documentation and debtor performance

Solid organisational and time-management skills, with the ability to manage competing priorities

Excellent communication, problem-solving and customer-service skills

High attention to detail and a proactive approach to risk management

Experience with Zoho and Xero is highly desirable

Experience in invoice finance, debtor finance, working-capital funding or recruitment will be highly regarded

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📌 Client Manager - Accounts & Funding (Sydney)
🏢 TwoScots Recruitment
📍 Sydney