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.
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.
This is a great role for someone who is confident in sales, commercially minded and enjoys building strong relationships.
What you'll be doing
Managing warm leads from first conversation through to settlement
Understanding each client's business and funding needs
Reviewing financial information and preparing lending applications
Matching clients with suitable lenders and products using Kapio's AI-driven insights
Liaising with lenders and progressing deals
Managing your own pipeline and sales targets
What we're looking for
Strong sales and closing ability
Confidence speaking with business owners
Commercial awareness and the ability to understand financial information
Excellent communication and relationship-building skills
Strong organisation and attention to detail
Highly regarded
Experience in business lending, commercial finance, banking or broking
Experience packaging business loan applications
Experience working with Australian SMEs
Experience using CRM systems and managing a sales pipeline
About Kapio Kapio is a Melbourne-based
AI-powered business finance platform
helping Australian small businesses find the right funding, faster.
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.
Why Kapio?
Warm leads generated by the platform
No reliance on cold calling
Access to a wide panel of lenders
Administration and processing support
Modern Collingwood office
Career growth within a quick-growing fintech
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.
Applicants must have valid and unrestricted working rights in Australia. We are unable to provide visa sponsorship for this position.
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📌 Sales Specialist – Business Finance, uncapped commissions (Port Phillip City)
🏢 kapio
📍 Port Phillip City
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