Customer Success Manager leading a team for trial enablement and adoption in law firms. Collaborating with Sales, Marketing, and Product for enhanced customer engagement and onboarding strategies.
About the role
- Customer Success Representative engaging borrowers from initial enquiry to loan drawdown. Transforming the lending experience while offering customer support in a fast-paced environment.
Responsibilities
- Proactively engage potential borrowers via phone, email, SMS, and live chat to complete applications and secure loan drawdowns
- Guide customers through every stage of the lending journey, clearly explaining products, handling objections, and removing barriers to approval
- Re-engage stalled or abandoned applications using creative and strategic outreach
- Consistently meet and exceed individual targets across application completion, conversion rates, and loan volumes (personal and auto loans)
- Deliver personalized, responsible lending experiences that balance customer needs with commercial outcomes
- Maintain accurate CRM records, capture customer insights, and escalate complex cases when required
- Collaborate with the wider team to share best practices, adapt to change, and continuously improve performance
Requirements
- 1-2+ years’ experience in sales, customer service, or financial services, with a strong track record of achieving targets
- Confident, persuasive communicator who builds trust through empathy and professionalism
- Skilled in objection handling and problem-solving
- Comfortable managing high volumes of multi-channel interactions and documenting accurately in a CRM
- Detail-oriented with a compliance-first mindset and the resilience to thrive in a fast-paced environment
- A team player who brings energy, accountability, and a results-driven attitude
Benefits
- Competitive base salary plus commissions
- Ongoing training, development, and clear career progression
- A vibrant, supportive culture that celebrates success and encourages innovation
- Flexible work arrangements after 6 months, health and wellness benefits, team events, and more
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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