Job Description
Sydney CBD | Hybrid - 2 days in the office | Up to $125,000 + super
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Client Manager - Funding
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About the Company
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Through creative funding solutions and exceptional service, the organisation helps its clients improve working capital and pursue sustainable growth.
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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.
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Culture & Benefits
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Salary of up to $125,000 + super, depending on experience
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Hybrid working arrangement with two days per week in the Sydney CBD office
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An autonomous, client-facing position with genuine portfolio ownership
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Collaborative relationships across Funding, Credit, Sales, Payroll and Operations
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A supportive environment focused on excellent service and continuous improvement
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Responsibilities Include
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Manage an allocated portfolio of funding clients as their primary day-to-day contact
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Build trusted relationships with business owners, finance teams and key stakeholders
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Conduct regular client check-ins and business reviews
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Manage client onboarding following settlement, including documentation, system setup and platform integrations
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Guide clients through the organisation's client portal, funding requirements and operational processes
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Review and process daily funding requests within agreed service levels
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Review invoices, supporting documentation and customer approvals
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Liaise with Credit regarding funding limits, approvals, exceptions and facility reviews
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Monitor debtor ageing, collections, customer concentrations, payment trends and funding exposure
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Identify and elevate emerging risks while ensuring funding conditions are satisfied
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Monitor ongoing requirements, including financial reporting, ATO compliance and supporting documentation
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Skills & Experience
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Experience in client management, relationship management, account management, banking or finance
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A commercially minded approach and confidence discussing financial performance, funding requirements and risk with clients
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Strong client engagement skills and the ability to build credible, long-term relationships
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Confidence reviewing financial information, business documentation and debtor performance
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Strong organisational and time-management skills, with the ability to manage competing priorities
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Excellent communication, problem-solving and customer-service skills
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High attention to detail and a proactive approach to risk management
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Experience with Zoho and Xero is highly desirable
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Experience in invoice finance, debtor finance, working-capital funding or recruitment will be highly regarded
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📌 Client Manager - Accounts & Funding (New South Wales)
🏢 TwoScots Recruitment
📍 New South Wales