Customer Success Representative

Role Summary

As a Customer Success Representative you’ll engage exclusively with high-intent customers who have already reached out or expressed interest in our services. Whether you’re following up on an inquiry or receiving an incoming call - no cold calling. Your focus will be on building relationships, creating the best possible experience, and helping customers move forward with their application.

Responsibilities

• Own and manage a pipeline of inbound customer enquiries, progressing applications through to funded loans
• Use a customer-focused approach to understand needs, explain options clearly, and confidently address questions or concerns
• Engage customers across phone, email, SMS, and live chat to drive sales conversion and deliver a seamless experience
• Proactively re-engage warm leads and stalled applications to maximise conversion opportunities
• Deliver personalised customer experiences while maintaining a strong focus on responsible lending and compliance
• Maintain accurate CRM records, capture insights, and escalate complex cases where required
• Collaborate with the broader team to share best practices and continuously improve sales performance

Requirements

About you

You’re driven, customer-focused, and motivated by results. You enjoy turning conversations into outcomes, building trust quickly, and following through for your customers. You thrive in a fast-paced environment, are eager to grow your sales skills, and take pride in delivering a great customer experience.

You'll have

• 2+ years’ experience in a customer-focused or sales role (e.g. call centre, retail, hospitality, or similar)
• Strong communication skills with the ability to build trust, influence decisions, and close opportunities
• Detail-oriented with a compliance-first mindset
• A team player who thrives in a fast-paced, results-oriented environment

Benefits

What's life like at Plenti?

Working at Plenti means joining a team that is high-performing, diverse, customer-focused and collaborative. It’s a place where everyone can “make it happen” and share in the results and success. If being in a dynamic industry as part of a market-leading fintech sounds like you, then join to help us reshape Australia’s financial eco-system for the good.

In return, you will enjoy a culture of innovation and entrepreneurship to take your career further. We offer flexible working and volunteer and study leave to develop your skills. We also have monthly social events, office snacks, company Townhalls and D&I initiatives and events to help you connect with your colleagues.

• Plenti is committed to a diverse and inclusive workforce.
• We encourage people from different backgrounds to apply, including Aboriginal and Torres Strait Islander people and people with disabilities. When you apply, let us know of any reasonable adjustments you may need during the interview process so we can accommodate you.