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kapio
About the roleWe're looking for an experienced Sales Specialist to join our team in Collingwood.You'll pick up warm leads handed off from the Kapio platform, where clients have already explored their options and are r…
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About the role
About the roleWe're looking for an experienced Sales Specialist to join our team in Collingwood.You'll pick up warm leads handed off from the Kapio platform, where clients have already explored their options and are ready to talk to a person. From there, you own the process end to end: understanding the client's business and matching them with the right lender through to settlement.This is a sales role for someone who knows how to build trust, manage your own pipeline and close deals.
What you'll be doingManaging warm leads from the Kapio platform, from first conversation through to settlementUnderstanding each client's business and funding needsReviewing financial information and packaging lending applicationsMatching clients with the most suitable lender and product, using Kapio's AI-driven insightsLiaising with lenders to negotiate and progress applications if requiredManaging your own pipeline and following up opportunitiesBuilding long-term relationships with clientsWorking towards sales and settlement targets
What we're looking forStrong sales ability with confidence speaking to business ownersCommercially minded, with the ability to interpret financial informationExcellent communication and relationship-building skillsHighly organised with strong attention to detailSelf-motivated and driven to achieve results
Highly regardedExperience in business lending, commercial finance, banking or business brokingExperience packaging and submitting business loan applicationsExperience working with Australian small businessesComfortable working with tech-driven, data-led platformsExperience with CRM systems and sales pipelines
About the jobKapio is a Melbourne-based AI finance platform helping Australian small businesses see all their lending in one place and find the right funding, fast. Business owners connect their financials, get live rates across a wide panel of lenders, and use Kapio's AI to work out the best option for their situation. When they're ready to move forward, they're handed to a dedicated broker to get the deal done.
Why Kapio?Warm leads generated by the platform, not cold outreachAccess to live rates across a wide panel of lendersAdministration and processing supportModern office in CollingwoodCareer growth within a fast-growing fintechSupportive, high-performing team
If you're an experienced business finance professional who enjoys sales, building relationships, and helping small businesses access funding, we'd love to hear from you.Applicants must have valid and unrestricted working rights in Australia. We are unable to provide visa sponsorship for this position.
sign in above to apply · via LinkedIn
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