Who is Shift?

At Shift, we’re business specialists dedicated to helping Australian SMEs take control of their cashflow, streamline trade terms and choose the right financial products.

We believe Australian businesses are the driving force behind our economy and are core to our communities. That’s why our business expertise, focus on relationships, and market-leading technology is at the core of everything we do. We’ve helped solve the credit and payment pain points for more than 25,000 businesses, providing over $3.5 billion in aggregate funding.

Our unique approach to product innovation combined with our collaborative culture means you can build your career in a supportive environment. You’ll be joining a diverse team of over 250 people who are always looking to deliver better outcomes for Australian businesses.

About the role:

This is an entry-level role designed for someone looking to build a career in financial services and partnership operations. As a Partner Engagement Associate, you will support the accreditations and commissions team while also assisting the Partnerships Team Leader with key initiatives such as assigning Business Development Managers (BDMs) to events and coordinating sponsored activities.

Duties & Responsibilities:

Accreditations and Commissions:

• Maintain and manage internal records of accredited brokers, including onboarding and offboarding procedures.

• Provide regular reporting on new accreditations and onboarding volumes.

• Investigate and resolve commission queries in collaboration with internal and external stakeholders.

• Record, reconcile, and report payments to aggregators.

• Manage and reconcile partner portfolio data, resolving any identified exceptions.

• Prepare monthly Aggregation Partner reports using key account metrics.

• Act as a communication link between key customers and internal teams.

• Use initiative to prioritise deadlines and perform tasks with a high level of accuracy.

• Become an expert on Shift’s products, procedures, and values.
  

Partnerships Support:

• Manage ad-hoc broker and Aggregation Partner queries with strong written and verbal communication.

• Support planning, communication, and execution of sponsored events.

• Assist the Partnerships Team Leader in assigning BDMs to broker and aggregator events.

Skill & Experience required:

• Strong attention to detail.

• Excellent interpersonal and communication skills

• Strong computer skills and with the ability to learn quickly (Microsoft Office including Word, Excel, PPT& G-Mail)

• Good planning skills

• High level of professionalism

• A high degree of self-motivation and drive, and a great attitude with a willingness to learn

• Financial Service Experience is desirable.

Key benefits:

• Collaborative teams – a flat structure means everyone can learn from colleagues and senior leaders around the business.

• Be involved – come together with all of your colleagues every 100 days to share the product and technology roadmap and business strategy.

• Flexible working environment – we’re headquartered in North Sydney with state-based workplaces and offer a flexible work policy.

• Family support – industry leading 26 weeks paid parental leave.

• Varied workspaces – our office enables areas for collaboration, brainstorming and socialising as well as focus zones.

• Range of benefits supporting your physical, psychological and financial wellbeing. From a day off on your birthday to excellent end of trip facilities.

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