Portfolio Company Careers

Discover career opportunities across PFG's network of portfolio companies

Customer Success Specialist

Rapid Loans

Rapid Loans

This job is no longer accepting applications

See open jobs at Rapid Loans.
Customer Service, Sales & Business Development
Posted on Tuesday, February 13, 2024
About the company:

Revive Financial have been guiding individuals and businesses towards financial freedom since 2005. The team includes qualified Chartered Accountants, Corporate Liquidators, Registered Bankruptcy Trustees, Registered Debt Agreement Administrators, professional Debt Negotiators, and experienced Lenders, allowing us to provide specialist solutions to vulnerable Australians in the face of financial distress.

Are you passionate about making a positive impact on others' lives, especially those facing financial challenges?

Unlock the opportunity to make a real difference in the lives of Australians experiencing financial hardship. Revive Financial, a national company committed to empowering individuals and businesses to regain control of their financial future, is offering positions in both Brisbane and Noosa.

More than just a job, our roles at Revive Financial are centred around the profound purpose of fostering Financial Wellbeing. We believe in a holistic approach, utilising cutting-edge technology to provide rehabilitation and education, aiming to guide our clients to take back control of their financial future.

Join us in supporting individuals and small businesses across Australia by offering personalised solutions for debt management, restructuring, and insolvency.

About the role:

As a Customer Success Specialist, you'll play a vital role in responding to online inquiries and applications for financial assistance. The focus of a Customer Success Specialist is to understand the customer’s circumstances and financial situation, assess their budget and capacity to repay creditors, discuss the available solutions and work with the customers to implement their preferred solution.

Your Responsibilities:

  • Provide exceptional customer service, representing Revive Financial with professionalism.
  • Effectively explain solutions to customers, ensuring informed decision-making.
  • Understand options for managing unmanageable debt, considering benefits and consequences.
  • Identify customer vulnerabilities and refer them to support partners for non-financial care.
  • Respond to online enquiries in a timely manner, in some instances answer inbound calls (less than 5% of enquiries are inbound calls)
  • Clearly communicate with customers to understand their situation and the circumstances that led to their situation
  • Assess the financial situation of the customer by preparing a budget with the customer and their capacity to repay their debts
  • Review the customer’s budget and any surplus to assess whether a payment arrangement with their creditors is possible
  • Explain the options available to the customer based on their budget and individual circumstances and answer any questions
  • Assist the customer to select a preferred debt management or insolvency option
  • Gather further information and supporting documentation from the customer to support the application
  • Prepare the debt management application via an easy-to-use automated online software platform
  • This position would require you to work from the office located in Brisbane or Noosa.

About you:

  • Confident, positive communicator with high professionalism (both oral and written word)
  • Must be empathetic as we are dealing with vulnerable customers
  • Self-motivated, with a positive attitude and can work well in a team environment
  • Sound financial competency and the ability to understand a personal budget
  • Preferably have customer service, collections or banking experience or a solid background in office administration
  • Highly proficient computer skills and very good understanding of Microsoft applications

Why choose Revive financial:

  • Flexible work hours, including an optional 9-day fortnight schedule.
  • Comprehensive training programs
  • Enjoy a free day off for your birthday or any other day of your choosing.
  • Incentives for being an advocate of Revive Financial.
  • Monthly team wind-downs to relax and celebrate success.
  • Exciting EOFY and Christmas staff events as tokens of gratitude.
  • Smart casual dress code – no need for a suit and tie, and we provide comfortable Revive shirts and polos.


A generous bonus structure based on positive customer reviews.
There is a clear progression framework with salary ranges based on skills and experience.

If this sounds like you please apply now or if you have enquiries please reach out to Lara Hearn on (07) 3003 7761

At Chandler Macleod, we are committed to fostering a diverse workforce where everyone is welcome. We encourage applications from Aboriginal and Torres Strait Islander peoples, women, people living with a disability and the LGBTIQA+ community.

You can read more about our commitment to diversity and inclusion at https://www.chandlermacleod.com/diversity-and-inclusion

This job is no longer accepting applications

See open jobs at Rapid Loans.