Customer Relationship Manager - VIC - Tenders Global

Customer Relationship Manager – VIC

  • Contract
  • Anywhere
  • Posted 3 months ago

Thrive Refugee Enterprise Ltd

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About Thrive

Thrive is a not-for-profit organisation established to assist refugees and asylum seekers to become financially independent and make a meaningful economic contribution to Australia. Its primary role is to help refugees and authorised asylum seekers start and grow viable businesses by providing business support, mentoring and business loans.

Position Summary

The position is a client-facing position working directly with our customers, community, and sector partners to identify and support existing refugees and asylum seekers to start and or grow their own business. You will be responsible for delivering tailored business support, mentoring, and the preparation of loans submissions in support of financing applications.

The role requires you to work with clients from culturally and linguistically diverse (CALD) backgrounds.

Duties and responsibilities

  • Delivery of key performance outcomes related to new business start-ups with and or without financing.
  • Development and effective management of the customer communication and pipeline via a bespoke CRM and its progress ensuring business support and mentoring activities are delivered in a timely manner.
  • Delivery of business development activities including regular information sessions and workshops to be delivered in person or via zoom to referral and or other partner organisations, community leaders and prospective customers.
  • Maintain relationships with client case managers from refugee organisations, migrant resource centres, settlement agencies, other support organisations, community groups, NIES providers and other key referral sources.
  • Delivery of one-on-one business support activities to assist clients to become business ready. Including assisting clients with development of business plans, cash flow forecasts and business readiness checklists.
  • Processing of business finance application and credit submissions to a high standard.
  • Ensure database and CRM data including client information, communication and activities are accurate and kept up-to-date.
  • Monitor business performance of existing clients on a monthly basis. Business performance issues to be reported to State Manager and Credit Team on a regular basis.
  • Identify development, training opportunities for our customers and refer to appropriate external organisation as appropriate.
  • Management of mentors and volunteers and the delivery of business support activities.
  • Ensure all training and compliance modules are completed and current. Potential breaches are reported.

Qualifications/ Experience

  • Bachelor’s Degree in business or commensurate employment experience.
  • Sales experience with exposure to banking / lending and or financing industries.
  • Excellent communication skills.
  • Proven networking and interpersonal skills.
  • Some experience in working with people from culturally and linguistically diverse (CALD) backgrounds.

Key Requirements:

  • Excellent customer service skills.
  • Strong communication skills (written & verbal).
  • Sound commercial and strategic business acumen.
  • Understanding of sound business principles.
  • Highly energetic with an attention to detail & ability to deliver outcomes in a timely manner.
  • Strong time management skills and ability to prioritise tasks.
  • Ability to develop long term key partnership relationships with community and sector partners.
  • Ability to liaise with internal & external stakeholders.
  • Must be able to adhere to professional standards and work with people of Culturally and Linguistically Diverse (CALD) background.

Other Requirements

  • The successful candidate must have a driver’s licence and access to transport.
  • Must be willing to travel in Victoria to meet partners and prospective clients in the community.

Applications for this role will take you to the employer’s site.

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