Job Description
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At Shift, we're business specialists dedicated to helping Australian SMEs take control of their cashflow, streamline trade terms and choose the right financial products.
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We believe Australian businesses are the driving force behind our economy and are core to our communities. That's why our business expertise, focus on relationships, and market-leading technology is at the core of everything we do.
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We've helped solve the credit and payment pain points for more than 30,000 businesses, providing over $6 billion in aggregate funding.
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Our unique approach to product innovation combined with our collaborative culture means you can build your career in a supportive environment. You'll be joining a diverse team of over 300 people who are always looking to deliver better outcomes for Australian businesses.
About the role: n
As a Client Onboarding Specialist (Internally known as Customer Solutions Specialist), you'll play a key role in supporting customers through the onboarding journey from application through to settlement ensuring a smooth and positive experience. You'll assess applications, make credit decisions within scorecard frameworks, and align Shift's products to meet customer needs. This is a solutions-driven role, where you'll work closely with business owners and brokers to identify the most suitable product, helping position Shift competitively in the market.
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Based in our North Sydney office, we offer hybrid work flexibility, with a minimum of three days in the office each week.
What you'll do: n
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Assist business owners and brokers in identifying the most suitable product based on needs and circumstances with expert knowledge on Shift's products.
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Explain key features and benefits of Shift.
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Own the customer onboarding journey, including registration and compliance requirements for onboarding.
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Make credit decisions within authority levels.
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Maintain accurate records and systems.
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Answer inbound customer calls as part of a rotating roster within the team.
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Comply with lending guidelines and regulatory obligations.
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What you'll bring: n
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Experience preferred in lending or sales role within financial services.
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Demonstrated ability to position products in a competitive market.
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Proven track record of delivering high-quality customer service and meeting performance targets.
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Excellent communication skills – strong written and verbal communication, active listening.
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Relationship building with customers, brokers, and stakeholders.
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Technical systems knowledge (CRM, loan origination, onboarding platforms).
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Problem-solving to address immediate customer needs.
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High attention to detail.
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Key advantages: n
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Collaborative teams – a flat structure means everyone can learn from colleagues and senior leaders around the business.
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Be involved – come together with all of your colleagues every 100 days to share the product and technology roadmap and business strategy.
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Flexible working environment – we're headquartered in North Sydney with state-based workplaces and offer a flexible work policy.
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Family support – industry leading 26 weeks paid parental leave.
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Purpose built spaces within our office – designed for collaboration, brainstorming, socialising, and focused work.
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Range of benefits supporting your physical, psychological and financial wellbeing. From a day off on your birthday to excellent end of trip facilities.
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📌 Client Onboarding Specialist (Sydney)
🏢 Shift
📍 Sydney