Customer Success Representative - Green Direct

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Who is Plenti?

Plenti is a fintech lender, providing faster, fairer loans by leveraging its smart technology. Plenti is a dynamic and innovative business that is growing strongly. By continuing to deliver better customer experiences, Plenti is taking market share from incumbent players in the personal lending, renewable energy, and automotive finance markets.
We are a fast moving and ambitious business that seeks to recruit smart and capable people, who can take ownership of their role to help the business thrive. With over 250 people based in Australia, Plenti is of a size where everyone can make a difference in their role and help us realise our very big ambitions as a team, as we go about building Australia’s best lender.
Plenti is a founder led business that launched in 2014, listed on the ASX since 2020 with annual revenue of over $250 million and a loan portfolio of over $3 billion.

About the role:We're building a brand-new team dedicated to renewable energy finance, and we're looking for our first wave of Customer Success Representatives to help build it from the ground up.
In this role you'll engage exclusively with high-intent customers who've already applied for solar, battery or other renewable finance and are ready to move forward! 
You'll guide customers through credit assessment questions, explain renewable scheme eligibility and rebates, and help remove the final barriers between an application and a funded loan. Your focus is on building trust fast, creating the best possible experience, and helping people move forward.
This is an exciting chance to shape a new team at Plenti — set the tone, build the playbook, and grow with the team as it scales.
Key responsibilities:
Own and manage a pipeline of inbound renewable finance enquiries, progressing applications through to funded loans
Guide customers through credit assessment and renewable scheme eligibility, explaining options and requirements with clear, confident communication
Explain rebates, incentives and eligibility across various renewable energy schemes so customers can make informed decisions
Engage customers across phone, email, SMS and live chat to drive sales conversion and deliver a seamless experience
Proactively re-engage warm leads and stalled applications to maximise conversion opportunities before they expire
Deliver a personalised experience while maintaining a strong focus on responsible lending and compliance
Maintain accurate CRM records, capture customer insights, and escalate complex cases where required
Collaborate with the wider team to share best practice and help define how this new function operates
About you:You're driven, customer-focused, and motivated by results. You enjoy turning conversations into outcomes, building trust quickly, and following through for your customers. You're excited by the idea of helping build something new and you're genuinely curious about renewable energy.
You'll have:
2+ years' experience in a customer-focused or sales role (call centre, retail, financial services or similar)
Strong communication skills, with the ability to build trust, influence decisions and close opportunities
A compliance-first mindset and genuine attention to detail
An interest in renewable energy, solar or sustainability 
A team-player mentality that thrives in a fast-paced, results-oriented environment

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