Customer Success Representative

Who is Plenti?

Plenti is a fintech lender, providing faster, fairer loans by leveraging its smart technology. Plenti is a dynamic and innovative business that is growing strongly. By continuing to deliver better customer experiences, Plenti is taking market share from incumbent players in the personal lending, renewable energy, and automotive finance markets.

We are a fast moving and ambitious business that seeks to recruit smart and capable people, who can take ownership of their role to help the business thrive. With over 250 people based in Australia, Plenti is of a size where everyone can make a difference in their role and help us realise our very big ambitions as a team, as we go about building Australia’s best lender.

Plenti is a founder led business that launched in 2014, listed on the ASX since 2020 with annual revenue of over $250 million and a loan portfolio of over $3 billion.

• About the role:
• As a Customer Success Representative you’ll engage exclusively with high-intent customers who have already reached out or expressed interest in our services. Whether you’re following up on an inquiry or receiving an incoming call - no cold calling. Your focus will be on building relationships, creating the best possible experience, and helping customers move forward with their application.

Key responsibilities:

Own and manage a pipeline of inbound customer enquiries, progressing applications through to funded loans

Use a customer-focused approach to understand needs, explain options clearly, and confidently address questions or concerns

Engage customers across phone, email, SMS, and live chat to drive sales conversion and deliver a seamless experience

Proactively re-engage warm leads and stalled applications to maximise conversion opportunities

Deliver personalised customer experiences while maintaining a strong focus on responsible lending and compliance

Maintain accurate CRM records, capture insights, and escalate complex cases where required

Collaborate with the broader team to share best practices and continuously improve sales performance

• About you:
• You’re driven, customer-focused, and motivated by results. You enjoy turning conversations into outcomes, building trust quickly, and following through for your customers. You thrive in a fast-paced environment, are eager to grow your sales skills, and take pride in delivering a great customer experience.

You'll have:

2+ years’ experience in a customer-focused or sales role (e.g. call centre, retail, hospitality, or similar)

Strong communication skills with the ability to build trust, influence decisions, and close opportunities

Detail-oriented with a compliance-first mindset

A team player who thrives in a fast-paced, results-oriented environment