Who are we?

LMG is the largest aggregator across Australia and New Zealand supporting a community of over 6,000 brokers and advisers. Proudly family-owned and led, LMG supports businesses operating under their own brand or the Loan Market brand, and partners with over 65 lenders. The business has grown rapidly, reaching a $350 billion loan book and helping more than 300,000 customers in 2022.

We're not a conventional company with a lot of rules and hierarchy, and we don’t intend to become one. We're a big company with a start-up attitude. Our success is based on hiring outstanding people and accepting nothing less than being the best at what we do.

About the role -

You will work closely with required stakeholders to facilitate a seamless onboarding experience for new brokers to LMG within your allocated state or territory including business establishment, database migration and activation of required MyCRM features/functions. The Implementation Specialist will work with State teams to provide practical support to brokers as they adopt MyCRM and other platform features and migrate their customer data to the platform. 

You will be required to -  

• Become an expert in the functionality of our CRM - MyCRM. 
• Provide support and training for our sales team and brokers on MyCRM and other broader platform features into their business including how to implement key features into their specific operating rhythms/ processes 
• Work closely with the sales team to provide formal training provided by the MyCRM customer success team with an ‘in field’ focus on troubleshooting and supporting complex needs 
• On occasion you may be required to deliver content developed by the central MyCRM Customer Success team locally in your state 

Key responsibilities - 

• Work with the State Directors to determine training needs and priorities
• Working with the MyCRM customer success team, adapt training to suit the state/territory to achieve the best broker outcomes. 
• Consulting and problem-solving with Businesses and Brokers, helping them implement and succeed with software tools, and grow feature utilisation as new features become available. 
• Support new business establishment, customer data migration and onboarding for new Brokers in your allocated territory. 
• Provide support to the sales team relating to the optimisation of all platform features and services relating to MyCRM into Broker businesses including how to implement key features into their specific operating rhythms/ processes. 
• Collaborate with the MyCRM technology team on stream priority and delivery timelines. 
• Effectively communicate with distribution team members, customer success team, technology and other stakeholders. 

Qualifications, skills and and Experience you’ll bring to the role -

• A deep understanding of the finance broking industry along with a passion for technology platforms that enable broker business success 
• A minimum of 3 years experience in delivering exceptional customer experience ideally of a technical / analytical nature. 
• Solid understanding of brokers/ broker businesses and processes to be able to provide practical support 
• Excellent written, verbal and interpersonal communication skills with proven ability to present in a clear and concise way at an individual and group level 
• Superb track record in detailed analysis and customer service. 
• Critical thinker with innovative problem solving skills. 
• Strong organisational and time management skills. 
• A sound understanding of how cloud based applications are delivered and supported is an advantage
• Outstanding written, verbal and interpersonal communication skills. 
• Proven ability to quickly understand the business operation and decision-making processes with a history of producing targeted and tangible results by enabling an effective and efficient workforce. 
• Demonstrated inclusive, collaborative and engaging approach; including the ability to consult, facilitate, negotiate and influence with a broad range of people at all levels in a medium sized corporate environment. 

Our benefits - 

• 6 ‘Me’ days per year - days on top of your annual leave allowance to look after number 1, you!
• 16 weeks paid parental leave & up to 52 weeks paid superannuation
• Paid Fertility Treatment leave
• 12 days personal leave
• Paid Study leave - let us help you develop your career by supporting your studies
• Hybrid working - flex the working week in a way that suits you.
• Internal L&D programs - boost your skills and help carve your career path.
• Religious and cultural swap leave - swap a public holiday for a day you prefer to celebrate
• Option to purchase additional annual leave - sometimes you need some extra time and we want to give you that choice.
• LMGPerks - Save thousands of dollars and grab huge discounts with the biggest brands
• Paid volunteer day - take a paid day away from work to support a cause close to you.
• Employee referral program - we love it when our people refer their people!
• Wellbeing support - EAP to support you personally including financial and career advice.
• LMG high performers join our Accelerate program - we invest in your career and personal development

At LMG, we believe that a diverse and inclusive workforce is essential to our success. We're committed to creating a workplace where everyone feels valued, respected, and supported, regardless of their race, gender identity, sexual orientation, religion, age, or any other aspect of their identity. We recognize that diversity brings a variety of perspectives and experiences that are essential to fostering innovation and driving business success. As an inclusive employer, we strive to create a culture where everyone can thrive and bring their best selves to work every day.