Client Success Manager

Client Success Manager (Relationship Manager)

Location: Southport, Gold Coast | Full-time | Mostly on-site | Mon–Fri (9am–5pm) Flexible for occasional evenings/weekends | WFH 1 day/week post‑probation

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

Did you know…

On a “standard” $1,000,000 home loan over 30 years, you can pay back roughly $1.28M in interest (yep — interest, not principal). That’s the bit that quietly fattens bank profits while most Aussies just accept it as “normal”.

Infinity exists to blow that up.

We help people pay off their home loans in under 10 years, saving hundreds of thousands (sometimes more) in interest — through strategy, education, and relentless accountability.

If you’ve ever thought, “How is this system even real?” — welcome.

This isn’t customer service. This is client success.

Our clients pay a substantial subscription fee to work with us — because they don’t 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 their life

Think personal trainer, but instead of abs and macros, it’s budgets, habits, debt smash-down, and financial freedom. Finance experience is helpful, but not required. We can teach the technical. We can’t teach care-factor.

Who You Might Be

• No cookie-cutter backgrounds here. You might be:
• a teacher who still loves educating people, just not the current system
• in sales, sick of selling things people don’t need (and feeling gross about it)
• a personal trainer, over the 4am starts and 8pm finishes — but you love coaching
• in a bank, watching profit targets crush the “valued customer” experience
• the “responsible one” in your group — you actually budget, track, and make extra repayments to your home loan

One non-negotiable: you genuinely care about people, and you’ll go the extra mile every single time to ensure our clients succeed.

Your world in this role

Your client base

You’ll build up to approximately 150 clients (some singles, some couples). You’ll know them. You’ll coach them. You’ll drive outcomes with them.

How You’ll Work

This is a modern relationship role — not face-to-face all day. Approximately 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 2,500 clients) and around the country. On special occasions, you’ll get the chance to meet clients at these events — some travel may be involved.

What You’ll Actually Do

• Run structured monthly check-ins + annual reviews
• Hold clients accountable to the strategy they’ve been given
• Help clients navigate life changes and keep progressing (not regressing)
• Coordinate with internal teams (Strategy, Brokerage, Property) for seamless support
• Spot risks early (drift, arrears, motivation drop) and take action fast
• Keep records tight, accurate, and compliant (details matter)

What Makes Infinity Different

• We’re not a typical finance company. And we’re not interested in acting like one.
• We tell the truth. Sometimes it’s a cuddle. Sometimes it’s a slap (metaphorically).
• We’re bold. We challenge the status quo. We don’t worship banks.
• We’re obsessed with outcomes. Not vibes. Not vanity metrics. Real results.

The team you’re joining

• Around 45 Client Success Managers / RMs already (and growing)
• That number is likely to double over the next 18 months (opportunities for you to grow and promote)
• We’re a company of approximately 200 employees
• HQ on the Gold Coast, with offices in Melbourne, Sydney, and Wollongong
• And we’ve just secured office space in Las Vegas for a brand-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 that’s scaling hard — this is it.

What We’re Looking For

You’ll do well here if you’ve got:

• Proven experience in relationship management, client success, coaching, case management, account management, education or service leadership
• Confidence having real conversations (not scripts, not robotic)
• Organisation and follow-through (you don’t drop balls)
• Energy, ownership, and integrity
• Comfort working fast, managing volume, and staying calm under pressure

The non-negotiables

All Infinity employees must:

• Pass a credit history check (min. score of 600) and police check
• 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 use the program too)
• Real career growth in a business that’s expanding quickly
• Strong base + easily achievable incentives tied to performance and outcomes
• Proper onboarding + training with a structured 6 week on-boarding experience
• A high-energy team that actually gives a damn

Application Instructions:

Apply now via this job board with your updated CV.

If you’d like to stand out, you’re welcome to optionally email a short 60 - 90 second video answering the following question:

Why do you think you’re 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: [email protected]

💬 Or reach out to Lachlan Baldwin (Talent Manager) on LinkedIn if you’d like to chat first.