Job Description
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.
Company Overview
Please visit our company website for more information
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.
Company Overview
Please visit our company website for more information
💡 Quick Summary
Seeking a career-building opportunity? The Client Success Manager position is now open for candidates interested in the Back Office Jobs sector. This role in Southport offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Back Office Jobs is a plus.
