Customer Success – Property / Property Finance in Sydney

Customer Success – Property / Property Finance in Sydney

Sydney Full-Time 52272 - 63888 $ / year (est.) On-site
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At a Glance

  • Tasks: Guide clients through their property investment journey and ensure a seamless experience.
  • Company: Join Liviti, a forward-thinking property group transforming investment for everyday Australians.
  • Benefits: Property support benefits, career advancement opportunities, and a supportive team culture.
  • Other info: Dynamic environment with a focus on teamwork and celebrating successes.
  • Why this job: Make a real impact in clients' financial lives while growing your career in property finance.
  • Qualifications: Experience in property or finance, strong communication skills, and a proactive mindset.

The predicted salary is between 52272 - 63888 $ per year.

Join Liviti and Help Shape Australia's Next Generation of Property Investors.

If you love supporting clients, solving problems, and being part of a fast-moving property team, this is your chance to level up your career. At Liviti, we're transforming how everyday Australians enter property investment. As our Customer Success Specialist, you'll be the heartbeat of the client journey, guiding them from first commitment to contract and beyond, making sure they feel informed, supported, and excited every step of the way.

You won't just answer questions. You'll build trust, create confidence, and help clients take one of the biggest steps of their financial lives.

What You'll Own

  • A Seamless Client Journey: Be the friendly, reliable point of contact clients depend on. Guide them through key milestones, provide updates, and make the process feel effortless. Support property presentations and client-facing touchpoints with clarity and care.
  • Smooth Deal Progression: Keep deals moving by managing deadlines, follow-ups, and milestone completions. Coordinate with solicitors, builders, developers, and internal teams to keep everything on track. Track deposits, amendments, payments, and contract status with accuracy.
  • Documentation and Contract Support: Prepare property packs, contracts, and re-sale documents. Maintain meticulous CRM and database entries. Ensure every file is complete, compliant, and ready for audit.
  • Team Enablement: Support the sales team with the materials, updates, and information they need to shine. Assist with administrative tasks that help the entire operation run smoothly.

What Makes You a Fit

Experience in property, property finance, mortgage broking support, settlements, or similar. You thrive in fast-paced environments and enjoy managing multiple moving parts. You are proactive, detail-focused, and always thinking ahead. Communication is your superpower, both clear and reassuring.

Why You'll Love It Here

  • Property support benefit, including guidance to purchase your own property within 12 months.
  • A culture that rewards commitment, initiative, and growth.
  • Real pathways for career advancement inside a respected, forward-thinking property group.
  • A team that celebrates wins and supports each other.

If you're driven by meaningful client outcomes, enjoy being the go-to person who gets things done, and want to grow in the property or finance space, this role is for you.

Customer Success – Property / Property Finance in Sydney employer: St Trinity Property Group

At Liviti Property, we pride ourselves on fostering a dynamic and supportive work environment in the heart of Sydney. Our flexible hours allow for a healthy work-life balance, while our commitment to employee growth ensures that you will have ample opportunities to advance your career in property investment. With a competitive base salary and uncapped commission, joining our high-energy team means not only achieving your professional goals but also being part of a culture that values trust and collaboration.

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Contact Details:

St Trinity Property Group Recruitment Team

We think you need these skills to ace Customer Success – Property / Property Finance in Sydney

Client Relationship Management
Problem-Solving Skills
Attention to Detail
Communication Skills
Project Management
Documentation Preparation
CRM Management