Client Success Operations Manager

Job Overview:

Our client is seeking a sharp, proactive, and highly capable Operations & Client Success Specialist to join a private lending company that is redefining access to capital for Australian SMEs. This is a high-level operational role—not a traditional administrative position. You will serve as a key pillar of the business, taking ownership of critical financial workflows, client success, and operational coordination in a high-velocity environment.

Schedule:

• Monday - Friday, 40 hours per week

Shift Options:

• Australian Business Hours: Aligning with 6:00 AM – 3:00 PM Manila Time (Preferred)
• UK Business Hours: 5:00 PM – 2:00 AM Manila Time

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage for eligible locations

Responsibilities

• Financial Operations: Oversee payment processing and reconciliation of loan disbursements and repayments; prepare sales invoices and contracts with high accuracy.
• Transaction Monitoring: Reconcile daily transactions across multiple systems to ensure alignment between approvals and fund transfers.
• Client Success: Serve as the primary point of contact via phone, chat, email, and video; guide borrowers through the application and funding process.
• Workflow Management: Coordinate between sales, underwriting, and finance teams to ensure the two-hour funding promise is met.
• Data Integrity: Update and maintain HubSpot CRM records, marketing lists, and internal databases.
• Reporting: Prepare detailed reports and presentation templates using Google Slides for leadership use.

Requirements

• Financial Acumen: Essential experience with payment processing, reconciliation, and handling financial documents.
• Ownership & Initiative: Ability to anticipate needs and proactively solve problems in a regulated environment.
• Communication Skills: Comfortable speaking with business owners and stakeholders confidently.
• Technical Proficiency: Advanced skills in G-Suite (Sheets, Docs, Slides) and MS Office (Excel). Experience with HubSpot is highly preferred.

Qualifications

• Prior experience in a high-level administrative, operations, or client success role with voice interaction responsibilities.
• Experience in financial services, lending, fintech, or high-volume service industries is a strong advantage.

Side Note

This is a permanent work-from-home role under an Independent Contractor arrangement. Candidates must have their own computer and reliable internet connection, and are responsible for their own taxes and benefits. Professional hourly fees are established based on your performance in the application process.

Reminder

Please follow the provided link to BruntWork’s Career Site to finish your initial application requirements, including the assessment questions, technical check, and voice recording. Submissions with all requirements fulfilled will receive priority review.