Account Executive
Job Summary
The Role
- Drive proactive outbound engagement with Lumis existing customer base to uncover refinancing and utilisation opportunities.
- Conduct quality conversations to re-engage customers identify funding needs and position Lumi solutions effectively.
- Focus on key areas including: term loan refinances line-of-credit (LOC) refinances LOC rollovers LOC utilisation uplift and off-book re-engagement.
- Leverage data insights to prioritise customer cohorts with the highest likelihood of conversion & lifetime value nurture.
- Collaborate with internal teams (Sales Marketing Credit) to streamline campaigns and ensure smooth approval processes.
- Manage an individual prospecting budget and contribute directly to team origination targets.
Qualifications :
This Person Is Someone With
- Proven B2B sales experience ideally in financial services lending or fintech.
- A track record of outbound prospecting re-engagement or account management with measurable results.
- Strong commercial acumen and the ability to balance growth with margin discipline.
- Excellent communication and influencing skills with the ability to build rapport quickly.
- A curious self-starting mindset with resilience to manage high-volume outreach.
- Ability to work cross-functionally and thrive in a fast-paced growth-oriented environment.
Additional Information :
Perks & Benefits
Wellbeing: Free counselling seasonal activities Wellbeing Allowance wellness room flu shots
Work Life: Home Workspace Allowance Purchased Leave Parental Leave Parental Flex Leave Lumi Life Leave for challenging events breastfeeding/expressing space
Social & Food: Monthly lunches regular celebrations stocked kitchen beer & kombucha on tap board games rooftop BBQs
Rewards & Recognition: Competitive pay referral bonuses shout-out recognitions
Community Support: Paid volunteer leave diversity celebrations company volunteer days
Career & Growth: Rapid advancement opportunities higher education sponsorship hackathons
Remote Work :
No
Employment Type :
Full-time
About Company
WHO IS LUMI?We’re a leading Fintech small business lender fuelling growth by making finance more accessible.We deliver fast & flexible funding designed to meet the unique needs of Australian businesses. With over $1.5 billion funded since 2018 and backing for 15,000+ small businesses, ... View more