Company Description

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.

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.

Job Description

Are you a experienced BDM looking to push the boundaries of SME Lending? Do you thrive on building new business whilst building rapport with customers? In this role you will use your highly developed relationship skills to increase revenue and take overall ownership to generate and convert new business opportunities, deliver Commercial Finance solutions, build new and enhance existing networks.

You will provide a strong point of difference with our products to our customers that continues to put us ahead of our competitors.

You will work closely with internal teams to ensure our customers are at the forefront of everything. You will also be involved in building our brand through trade events and actively participate in networking and presenting within the Finance sector.

Client Relationship Management:

• Build, develop, and maintain strong, long-term relationships with large broking firms as designated.
• Proactively engage with brokers to understand the portfolio and opportunities.
• Act as the primary point of contact for brokers, ensuring a high level of customer satisfaction.
• Regularly review client portfolios to identify opportunities for growth and offer additional products and services.

Business Development:

• Identify new business opportunities and drive growth.
• Work closely with the brokers and marketing to target potential clients in various sectors.
• Attend industry events and networking opportunities

Finance Solutions:

• Assess and understand client needs to offer solutions to customers with Shift products.
• Review transaction scenarios as needed to ensure they are aligned to Shift’s credit appetite.
• Conduct risk assessments and financial analysis to ensure proposals are aligned with the Shift’s credit appetite including lodging Credit Assessments on transactions above $1m

Market Knowledge & Advisory:

• Stay up-to-date with the latest trends, market conditions, and competitor information.

Target Achievement & Reporting:

• Achieve individual targets and contribute to the overall performance of Shift.
• Prepare and present regular reports on client performance, market conditions, and business development activities.
• Use CRM systems and other tools to track client interactions and progress toward business goals.

Qualifications

• A degree in finance preferred but not mandatory

Additional Information

Skills that set you apart:

• 2 years + experience working in a Sales/BDM role within Finance
• Previous experience in a similar role delivering complex financial solutions – to corporate or enterprise/institutional level customers.
• Ability to self-start with a proven history of success in a consultative sale role dealing with sophisticated business clients.
• Ability to understand the financial risks and levers of a business – particularly in relation to factors that influence working capital.
• Prior experience in a credit advantageous but not essential.

Experience required:

• Proficient in Microsoft Office Suite.
• Excellent written & verbal communication
• Strong sales acumen
• Effective Stakeholder management
• Exceptional rapport building skills