Client Success Manager

Client Success Manager (Relationship Manager)

Location: Southport Gold Coast Full-time Mostly on-site MonFri (9am5pm)Flexible for occasional evenings/weekends WFH 1 day/week postprobation

Remuneration: $90k base incentives (OTE $140k) amazing company perks to achieve your own financial goals

Did you know

On a standard $home loan over 30 yearsyou can pay back roughly $1.28M in interest (yep interest notprincipal).Thats the bit that quietly fattens bank profits while most Aussies just acceptit as normal.

Infinity exists to blow that up.

We help people pay off their home loans in under 10 years saving hundredsof thousands (sometimes more) in interest through strategy educationand relentless accountability.

If youve ever thought How is this system even real welcome.

This isnt customer service. This is client success.

Our clients pay a substantial subscription fee to work withus because they dont want fluff.

They want someone who will:

• keep them moving when motivation drops
• make the plan simple clear and doable
• call out excuses (with empathy)
• celebrate wins and build momentum
• help them stick to the strategy long enough to change theirlife

Think personal trainer but instead of abs andmacros its budgets habits debt smash-down and financial experience is helpful but not required. We can teach thetechnical. We cant teach care-factor.

Who you might be

• No cookie-cutter backgrounds here. You might be:
• a teacher who still loves educating people just notthe current system
• in sales sick of selling things people dont need(and feeling gross about it)
• a personal trainer over the 4am starts and 8pmfinishes but you love coaching
• in a bank watching profit targets crush the valuedcustomer experience
• the responsible one in your group you actually budgettrack and make extra repayments to your home loan

One non-negotiable: you genuinely care about peopleand youll go the extra mile every single time to ensure our clients succeed.

Your world in this role

Your client base

Youll build up to approximately 150 clients (somesingles some couples).Youll know them. Youll coach them. Youll drive outcomes with them.

How youll work

This is a modern relationship role not face-to-faceall 95% of interactions are virtual:

• phone calls
• video meetings
• messaging / email

But you will meet clients in person

We regularly hold major events on the Gold Coast (up to 2500clients) and around the special occasions youll get the chance to meet clients at these events sometravel may be involved.

What youll actually do

• Run structured monthly check-ins annual reviews
• Hold clients accountable to the strategy theyve been given
• Help clients navigate life changes and keep progressing (notregressing)
• Coordinate with internal teams (Strategy BrokerageProperty) for seamless support
• Spot risks early (drift arrears motivation drop) and takeaction fast
• Keep records tight accurate and compliant (details matter)

What makes Infinity different

• Were not a typical finance company. And were notinterested in acting like one.
• We tell the truth. Sometimes its a cuddle. Sometimesits a slap (metaphorically).
• Were bold. We challenge the status quo. We dontworship banks.
• Were obsessed with outcomes. Not vibes. Not vanitymetrics. Real results.

The team youre joining

• Around 45 Client Success Managers / RMs already (andgrowing)
• That number is likely to double over the next 18 months (opportunitiesfor you to grow and promote)
• Were a company of approximately 200 employees
• HQ on the Gold Coast with offices in Melbourne Sydney andWollongong
• And weve just secured office space in Las Vegas for abrand-new US expansion Several of our existing RM team will be travelling to and from the US to support it. This could be you!

If you want to be part of something thats scaling hard this is it.

What were looking for

Youll do well here if youve got:

• Proven experience in relationship management clientsuccess coaching case management account management education or serviceleadership
• Confidence having real conversations (not scripts notrobotic)
• Organisation and follow-through (you dont drop balls)
• Energy ownership and integrity
• Comfort working fast managing volume and staying calmunder pressure

The non-negotiables

All Infinity employees must:

• Pass a credit history check (min. score of 600) and policecheck
• Provide two professional references
• Hold full unrestricted working rights in Australia
• Be available for full-time work at our Southport HQ

Why join Infinity

• Free access to become an Infinity client (yes you can usethe program too)
• Real career growth in a business thats expanding quickly
• Strong base easily achievable incentives tied toperformance and outcomes
• Proper onboarding training with a structured 6 week on-boardingexperience
• A high-energy team that actually gives a damn

Application Instructions:

Apply now via this job board with your updated CV.

If youd like to stand out youre welcome to optionally email a short 60 90 second video answering the following question:

Why do you think youre the right person to help our clients achieve financial freedom and what makes you want to work at Infinity

Important notes:

• All applicants must submit their CV via this job board (CVs sent via email will not be accepted)
• The video is optional and simply a way to supplement your application. It does not need to be polished or edited we want to see the real you (and it truly will stand out amongst the crowd)

Optional videos can be sent to:

Or reach out to Lachlan Baldwin (Talent Manager) on LinkedIn if youd like to chat first.