Customer Success Coordinator

Are you a natural communicator who thrives on building rapport, asking the right questions and knowing you've made a difference? We're partnering with one of Australia's leading specialist lenders in the medical field with a national presence, tight-knit team, fast-moving culture

The Role

This role will be the first point of contact for prospective clients — engaging warm leads from campaigns, events and digital activity, conducting qualification conversations, and handing over opportunities to the sales team with enough context that they can hit the ground running

.You'll also proactively work through a large existing database of untapped prospects, identify trends from your conversations and feed insights back to the marketing team.It's a role with real breadth that will evolve significantly with the right person

What you'll be doing

• Engaging and qualifying warm inbound leads across multiple channels
• Proactively nurturing opportunities within an existing prospect database
• Building rapport with medical professionals and understanding their needs
• Handing over qualified leads to sales consultants with clear, detailed notes
• Capturing feedback and behavioural trends and reporting back to marketing
• ingMaintaining accurate CRM records across Microsoft Dynamics and HubSpot

What we're looking for

• Financial services or medical industry experience is a bonus — not a requirement.
• Solid experience in a client-facing or phone-based role — call centre, client success, healthcare admin, recruitment or inside sales
• Knows how to keep someone engaged, ask the right questions and actually listen
• Curious, commercially minded and self-directed
• Strong CRM discipline and genuinely organised
• Motivated by the quality of the conversation as opposed to hunting sales

What's in it for you

• Warm, high-value audience — doctors, dentists and vets; no cold calling
• Structured onboarding before you're on the phones — learning modules, internal meetings and event attendance
• First three months in-office, then hybrid
• A business that moves quickly and has a genuine appetite for people who bring ideas
• Real scope for the role to grow as the business grows
• $75,000 - $90,000 + Super

If this sounds like you plea se Apply now or direct any questions to ***email_hidden***