Senior Sales Manager managing B2B Sales and building market presence for innovative CRM software at Planelio. Collaborating with management to shape sales and customer onboarding processes in the furniture industry.
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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