Client Manager - WADDLE / 12M Fixed term contract


Location: Sydney

Job Type: Full time


Xero is a beautiful, easy-to-use platform that helps small businesses and their accounting and bookkeeping advisors grow and thrive.

At Xero, our purpose is to make life better for people in small business, their advisors, and communities around the world. This purpose sits at the centre of everything we do. We support our people to do the best work of their lives so that they can help small businesses succeed through better tools, information and connections. Because when they succeed they make a difference, and when millions of small businesses are making a difference, the world is a more beautiful place.

Xero & Waddle

Waddle was acquired by the global cloud accounting software company in 2020. Xero saw a beautiful connection between our purpose “making it easy for small businesses to access lending” and their purpose “make life better for people in small business, their advisors, and communities around the world”.

When these purposes align, we’re not only helping small businesses, we’ll be building a stronger economy that can change the world.

Who are we, and what do we do...

We are on a big journey at Waddle, pushing the boundaries of lending for small businesses. We started our journey seven years ago, building an industry leading product to enable simple, quick and digital access to lending for small businesses. The product enables the customer to manage their daily cash flow requirements to suit the way they manage their business and works hand and hand with cloud accounting software. Our product was so successful that we now license our platform to tier 1 banks/lenders around the world to deliver simple digital lending to their customers.

We’re not a start-up anymore, but spend some time in our office and you wouldn’t know it. Wear your shorts whenever you want, add your favourite tunes to the office playlist, join in with yoga on a Thursday, even bring in your dog if you like! We’ve also fully embraced flexible working and have seen productivity only increase. Whilst you’ll be expected to collaborate in the office a few days each week, we believe working from home is here to stay.

About the role & what you'll do...

As the Client Manager you will be responsible for supporting our existing client base, building excellent relationships and ensuring customers understand how the product works. You will become an expert in our bespoke technology to monitor the credit health of our clients through the use of system generated alerts. You will periodically analyse and audit the financial information of each client to ensure they continue to meet Waddle’s risk appetite, whilst liaising with the Credit team throughout.

You will be responsible for onboarding clients, managing them in-life, providing support on collections and off-boarding customers. You will ensure that the book continues to perform well, highlighting problematic customers where more focus is required and recommending when to exit clients or provide an extension in their credit facility.

You will run daily treasury tasks, ensuring that the loan book is reconciled daily, customers receive their drawdown requests and there are adequate funds for the following days working capital requirements.

What you'll bring with you...

  • An accounting or bookkeeping background
  • Debtor Finance experience
  • Previous work in a customer service or retail role, with a customer first mindset
  • Experience with computers and applications software, including CRM database skills
  • Proven experience collaborating with a diverse stakeholder group to realise commercial outcomes
  • Experience with Financial Services or Accounting
  • Proven ability to negotiate and relate to customers
  • Minimum two years’ experience with at least one cloud accounting software package (e.g. Xero, MYOB, QuickBooks Online)
  • A passion for customer service, excellent communication and interpersonal skills
  • An analytical approach to problem solving
  • Impeccable attention to detail
  • A willingness to adapt to changing processes quickly
  • Ability to pick up new systems and tools quickly (e.g., learning how to use Hubspot, dialpad, confluence)
  • Ownership and ability to thrive in a fast-paced environment

  • Why Xero?

    At Xero we support many types of flexible working arrangements that allow you to balance your work, your life and your passions. We offer a great remuneration package including shares plus a range of leave options to suit your well-being. Our work environment encourages continuous improvement and career development and you’ll get to work with the latest technology.

    Our collaborative and inclusive culture is one we’re immensely proud of. We know that a diverse workforce is a strength that enables businesses, including ours, to better understand and serve customers, attract top talent and innovate successfully. We are a member of Pride in Diversity, in recognition of our inclusive workplace. Our goal is to make sure you feel welcome and supported to do the best work of your life.

    At Xero we embrace diversity and inclusion and value a #challenge mindset. Research has shown that women and underrepresented groups are less likely to apply to jobs unless they meet every single competency or experience . If you are excited about this role, but your past experience doesn't align perfectly, we encourage you to apply anyway. You could be just the right person for this role and Xero. If you have any support or access requirements, we encourage you to advise us at time of application and throughout the interview process.
    You’ve got this!