Client Success/Client Experience And Retention Manager

Description:

Sydney CBD | Full-time OTE $140K+ ($80 - $90K Base ((Guide Depending on Experience))+ Super + Uncapped Commission)
Who We Are
At Trade Funding, we’re redefining how Australian SMEs access finance. By blending deep industry expertise, choice and technology, we connect businesses with the best-fit financial solutions in the market - quickly, transparently, and efficiently.Our mission is simple: empower businesses through transparency, clarity, and confidence. Whether it’s tailored lending from banks, non-banks or private debt providers, payments, or FX solutions, we make finance work for SMEs, not the other way around.We’re a fast-growing business on an exciting trajectory, and we’re looking for exceptional people to help shape our future. If you’re driven, love building things from the ground up, and want to make a real impact—we’d love to hear from you!
About the RoleWe’re looking for a Client Success & Retention Manager who will play a pivotal role in shaping and leading our client experience function.You’ll own the post-sale client journey—building relationships, designing retention strategies, and ensuring our customers get the right financial solutions at the right time. This isn’t just a job; it’s an opportunity to be a builder, a strategist, and a key driver in our success.
What You’ll Be Doing
Be the go-to advisor for our SME customers, ensuring they get fast, clear, and meaningful support.Build and execute a best-in-class retention strategy—from onboarding to ongoing engagement.Develop a structured approach to managing and growing our client portfolio.Engage proactively with customers to understand their business needs and align them with the best funding solutions.Actively manage relationships, tracking customer goals, aligning them with their ideal financial products.Work closely with our Lending Managers to create tailored proposals and ensure seamless customer experiences.Host video onboarding sessions to establish strong relationships from the first transaction.Contribute to business growth by identifying opportunities to expand client engagement.Enhance our processes and tools, working with external service providers to improve efficiency.Maintain accurate customer records in our CRM and provide insights to improve our offerings.
Who You Are
✅ Customer-obsessed – You’re passionate about delivering a world-class client experience. ✅ A strategic thinker – You see the big picture and can design processes that scale. ✅ A strong communicator – You can engage clients and stakeholders with clarity and confidence. ✅ A self-starter – You take ownership, solve problems, and don’t wait for instructions. ✅ Organized & detail-focused – You can manage multiple clients, priorities, and deadlines. ✅ Process-driven – You love optimizing workflows and improving efficiency.
What You Bring
✔ Proven experience in client success, account management, sales, or marketing coordination. ✔ Strong interpersonal and communication skills to engage SME customers and stakeholders. ✔ Ability to create and manage structured processes for customer lifecycle management. ✔ Familiarity with CRM systems and Microsoft Office Suite. ✔ Experience managing customer portfolios and improving retention.
Nice to Have (But Not Required)
➕ Experience working with SMEs (bonus if you’ve been a business owner yourself). ➕ Background in commercial finance, lending, or payments. ➕ Bachelor’s degree in Business, Finance, Marketing, or a related field.
Why You’ll Love Working Here
Opportunity to build something great – Help shape a high-impact client success function. Uncapped earning potential – Competitive base + performance-based commission. Sydney CBD office – 3-min walk from train & metro stations. Strong mentorship – Work alongside experienced founders and industry experts. Innovative & fast-growing business – Join a company making waves in fintech. Collaborative & inclusive culture – We value fresh ideas, transparency, and teamwork.
Our Culture
At Trade Funding, we’re not just building a business—we’re building a team of passionate, high-performing individuals. We move fast, challenge the status quo, and work together to drive real results.If you’re excited by the opportunity to be a key player in a growing company—where you can take ownership, create impact, and grow with us—we want to hear from you.
Ready to take your career to the next level ...
Apply now and let's shape the future of SME finance together!