Relationship Manager

Posted Yesterday
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Sydney, New South Wales, AUS
In-Office
Entry level
Fintech • Financial Services
With us, you're not a loan.
The Role
Manage warm leads from broker partners and direct customers, guiding loan proposals from initial inquiry through settlement. Build relationships with brokers and Australian small businesses, coordinate internal loan approvals, and maintain a fast-moving sales pipeline. The role requires B2B telephone sales experience, strong communication, multitasking, commercial awareness, and the ability to develop customer relationships. Business lending and fintech or financial services experience are desirable.
Summary Generated by Built In
Company Description

Come and join an innovative fintech and gain real growth and reward in a fun sales team...

Lumi is on the hunt for a number of Relationship Managers.

WHO IS LUMI?

We are a leading Fintech small business lender fuelling growth by making finance more accessible. We deliver fast & flexible funding designed to meet the unique needs of Australian businesses. With over $1.5 billion funded since 2018 and backing for 15,000+ small businesses, we're trusted for our speed, high quality service, and tailored approach.

WORKING AT LUMI

We are building a culture where you can grow and make a difference for customers. We are looking for people to join us on this journey who are passionate, curious and great problem-solvers. We are incredibly proud of our awards, including most recently our Deputy CEO, Anna Hawter, receiving the Finnies’ 2025 Outstanding FinTech Leader of the Year award. We have ranked in the top #3 on the Australian Financial Review BOSS Best Places to Work Banking, Superannuation and Financial Services list. We ranked #36 among the fastest-growing technology companies in Australia in the 2022 Deloitte Technology Fast 50 Australia. We are also WeMoney’s Small Business Lender of the Year – two years running.

We foster a workplace where everyone feels a sense of respect and can reach their full potential. If you need any adjustments for a fair recruitment process, please let us know when applying.

OUR VALUES

Egos at the door

We own. We don’t judge. We don’t blame. We are open. We are in this together.

See the customer

We show up. We understand. We anticipate. We do what we say. We genuinely focus on solutions.

Think lean

We make things simple. We are resourceful. We understand the problem. We think ahead.

Learn to grow

We are curious. We challenge. We try. We fail forward. We learn. We try again.

Job Description

THE ROLE

  • Contacting and qualifying warm leads provided by our broker partners and direct customers
  • Taking proposals from first enquiry through to settlement
  • Building relationships and working closely with brokers and SMEs throughout Australia
  • Working closely with internal stakeholders to seek approval for loans in line with customer needs & Lumi policies

Qualifications

  • THIS PERSON IS SOMEONE WITH…

  • Goals to work in a vibrant sales team
  • Solid telephone sales experience in B2B sales Business lending experience (desirable)
  • A proven record of managing a pipeline Experience working for a FinTech or in financial services (desirable)
  • Excellent communication skills, both written and verbal
  • An ability to multitask and maintain a swiftly moving pipeline
  • An ability to develop strong working relationships with new business and existing customers
  • Commercially minded
  • Curious, positive & self-starting
  • Ability to work well with other people and build good relationships

Additional Information

BENEFITS & PERKS

Wellbeing: Free counselling, seasonal activities, Wellbeing Allowance, wellness room, flu shots

Work Life: Home Workspace Allowance, Purchased Leave, Parental Leave, Parental Flex Leave, Lumi Life Leave for challenging events, breastfeeding/expressing space

Social & Food: Monthly lunches, regular celebrations, stocked kitchen, beer & kombucha on tap, board games, rooftop BBQs

Rewards & Recognition: Competitive pay, referral bonuses, shout-out recognitions

Community Support: Paid volunteer leave, celebrations, company volunteer days

Career & Growth: Rapid advancement opportunities, higher education sponsorship, hackathons

Skills Required

  • Solid telephone sales experience in B2B sales
  • Business lending experience
  • Proven record of managing a sales pipeline
  • Experience working for a FinTech or in financial services
  • Excellent written and verbal communication skills
  • Ability to multitask and maintain a swiftly moving pipeline
  • Ability to develop strong relationships with new and existing customers
  • Commercial mindset
  • Curious, positive, and self-starting attitude
  • Ability to work well with others and build good relationships
Am I A Good Fit?
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The Company
HQ: Los Angeles, CA
142 Employees
Year Founded: 2018

What We Do

Lumi takes the guesswork out of small business funding. We offer small business loans and lines of credit from $10k–$750k with 3–60 month terms. At Lumi, we don’t believe in surprises (at least, not when it comes to finance). Instead, we pride ourselves on offering straightforward loans to give your venture the financial boost it needs. No guesswork, no hassles, no reading between the lines. Just totally transparent loans to help you get ahead. Here’s how it works: 1) Apply online in less than 5 minutes 2) Get an outcome within 2 hours 3) Receive your funds within the same business day It’s that easy!

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