Hybrid Client Onboarding Specialist

at Shift

• Job title: Client Onboarding Specialist
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Sydney, Australia

About the role

• Client Onboarding Specialist supporting customers through the onboarding journey from application to settlement at Shift. Assess applications, make credit decisions, and align products to customer needs.

Responsibilities

• Assist business owners and brokers in identifying the most suitable product based on needs and circumstances with expert knowledge on Shift's products.
• Explain key features and benefits of Shift.
• Position Shift competitively in the market and secure customer commitment.
• Own the customer onboarding journey, including registration and compliance requirements for onboarding.
• Make credit decisions within authority levels or escalate where required.
• Maintain accurate records and systems.
• Answer inbound customer calls as part of a rotating roster within the team.
• Comply with lending guidelines and regulatory obligations.

Requirements

• Experience in a lending, credit assessment, customer onboarding, or sales role within financial services.
• Demonstrated ability to position products in a competitive market and convert enquiries to settled deals.
• Proven track record of delivering high-quality customer service and meeting performance targets.
• Excellent communication skills – strong written and verbal communication, active listening, and confident phone skills.
• Relationship building with customers, brokers, and stakeholders.
• Strong product knowledge and ability to match products to customer needs.
• Technical systems knowledge (CRM, loan origination, onboarding platforms).
• Negotiation and sales skills, including overcoming objections, closing deals, and building commitment.
• Problem-solving to address immediate customer needs.
• Have a baseline knowledge of credit and be able to make decisions within defined scorecards and frameworks.
• High attention to detail and organisation in managing multiple onboarding processes concurrently.

Benefits

• Collaborative teams – a flat structure means everyone can learn from colleagues and senior leaders around the business.
• Be involved – come together with all of your colleagues every 100 days to share the product and technology roadmap and business strategy.
• Flexible working environment – we’re headquartered in North Sydney with state-based workplaces and offer a flexible work policy.
• Family support – industry leading 26 weeks paid parental leave.
• Varied workspaces – our office enables areas for collaboration, brainstorming and socialising as well as focus zones.
• Range of benefits supporting your physical, psychological and financial wellbeing. From a day off on your birthday to excellent end of trip facilities.