As a Customer Success Representative, you'll guide borrowers through the loan process via phone, email, and chat, ensuring high conversion rates. You will re-engage stalled applications and update CRM records while personalizing lending experiences.
Who is Plenti?
Plenti is a fintech lender, providing faster, fairer loans by leveraging its smart technology. Plenti is a dynamic and innovative business that is growing strongly. By continuing to deliver better customer experiences, Plenti is taking market share from incumbent players in the personal lending, renewable energy, and automotive finance markets.
We are a fast moving and ambitious business that seeks to recruit smart and capable people, who can take ownership of their role to help the business thrive. With over 250 people based in Australia, Plenti is of a size where everyone can make a difference in their role and help us realise our very big ambitions as a team, as we go about building Australia’s best lender.
Plenti is a founder led business that launched in 2014, listed on the ASX since 2020 with annual revenue of over $250 million and a loan portfolio of over $2.5 billion.
About the role:
Are you driven by targets, energised by conversations, and passionate about helping people reach their financial goals? At Plenti, we’re redefining the lending experience, and we need enthusiastic Customer Success Representatives to guide borrowers from initial enquiry all the way to loan drawdown. If you’re ready to combine consultative sales skills with exceptional customer care in a fast-paced, supportive environment, this opportunity is for you.
What You’ll Do:
• Proactively reach out to potential borrowers via phone, email, SMS and live chat to complete applications and secure loan drawdowns
• Coach customers through every step of the lending journey, explaining features, overcoming objections and removing barriers to approval
• Re-engage abandoned or stalled applications with creative outreach strategies
• Hit and exceed individual targets for application completions, conversion rates and loan volumes across personal and auto products
• Deliver personalized experiences that balance sales success with responsible lending
• Keep CRM records up to date, capture customer feedback and escalate complex cases when needed
• Partner with the team to share best practices, adapt to process changes and elevate our overall performance
About you:
• 2+ years in sales or financial services, with a proven track record of meeting or beating targets
• Excellent communication skills—your persuasive, empathetic approach wins trust and closes deals
• Strong objection-handling and problem-solving abilities
• Comfort managing multi-channel interactions (phone, email, SMS, chat) and documenting everything in a CRM
• A keen eye for detail, a compliance-first mindset and the stamina to thrive on fast-paced call volumes
• A collaborative spirit and the drive to contribute to a high-energy, results-oriented team
Why Plenti?
• Attractive base salary plus commissions!
• Ongoing training, development and clear career progression pathways
• A vibrant, supportive culture that celebrates wins and encourages innovation
• Flexible work arrangements (After 6 months), health and wellness perks, team events and more
Ready to Level Up Your Sales Career?
If you’re excited by the idea of guiding customers to smarter lending solutions and smashing targets along the way, we want to hear from you. Click “Apply” now and join Plenti—where your energy, expertise and empathy make all the difference!
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.
Top Skills
CRM
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