• Manage loan files end-to-end with minimal supervision, from application through to settlement. • Prepare compliant loan applications and drive deals through to settlement. • Conduct high-level bank statement analysis — accurately identifying income, expenses, dishonours, gambling patterns, and true living costs. • Perform credit checks, extract income data, and prepare detailed loan proposals. • Prepare and maintain key documentation including Game Plan documents and AOLs. • Accurately name, verify, and organise supporting documents in line with compliance requirements. • Update and maintain CRM records, including correct uploading, renaming, and version control of documents. • Liaise confidently with clients, lenders, and third parties throughout the loan process. • Coordinate post-settlement activities, including conducting annual reviews and liaising with internal and external stakeholders. • Issue and manage "Hello Book" documentation to support client onboarding. • Stay current with lender policies, credit guidelines, and industry trends. • Identify and implement process improvements to drive operational efficiency.

Role Description We're looking for a Client Success Specialist to help our clients successfully recruit participants for their clinical trials. If you're a relationship-builder with strong organizational skills, and you thrive in a remote, fast-paced environment, this role is for you. - Client Onboarding & Support: Guide new clients through our onboarding process, ensuring they feel confident using our systems and understand how we help them reach their goals. - Enrollment Success: Proactively monitor client projects to ensure enrollment targets are met, and swiftly address any roadblocks along the way. - Client Retention & Referrals: Build strong relationships with clients by delivering exceptional service that encourages repeat business and enthusiastic referrals. - Communication: Maintain clear, timely, and proactive communication with clients and internal teams to keep projects on track and clients informed. - Quality & Compliance: Ensure quality standards are met and client data is handled securely, in line with privacy regulations. Qualifications - Are Client-Focused: You thrive on understanding client needs and exceeding their expectations. - Excel at Building Relationships: You naturally develop trust and rapport with clients, encouraging repeat business and referrals. - Are a Proactive Problem-Solver: You tackle challenges head-on, always looking for solutions that keep client projects moving forward. - Communicate Clearly and Effectively: You're skilled in both written and verbal communication, adapting your style to suit different audiences. - Are Organized and Detail-Oriented: You juggle multiple priorities with ease, ensuring nothing slips through the cracks. - Understand the Importance of Data Privacy: You're conscientious about handling sensitive information and complying with privacy standards. - Are Comfortable Supporting US Clients: You have the flexibility to align your schedule with US time zones. Benefits - Autonomy and Flexibility: Set your own hours depending on what works best for our clients, enjoy unlimited paid holidays, and work from anywhere with a good internet connection. - Innovation and Impact: Work with research teams driving significant advancements in medical research from organizations like AstraZeneca, Harvard, Stanford, and many more. - Growth and Learning: Opportunities for professional development, with access to courses and training programs. - Rewarding Career: Contribute meaningfully to the world of health research and share in the success of Trialfacts. Interested in Joining Us? If this position aligns with your career aspirations and skills, we would love to hear from you. As part of our selection process, the final 1 to 3 candidates will undertake a paid trial for 1–2 weeks. This trial period is a vital step in our recruitment process and candidates will be compensated for their time and effort.

Role Description As a Client Success Manager at VALD, you will work directly with an assigned portfolio of clients as the VALD subject matter expert and strive for the highest level of client satisfaction in the delivery of services. On a day-to-day basis, you will: - Manage client onboarding, ensuring clients are fully supported to implement VALD systems successfully. - Build strong relationships with clients through online methods and occasionally face-to-face. - Identify client support needs and opportunities for growth. - Conduct online client presentations using Microsoft Teams. - Track and report regular activity, using SaaS applications – HubSpot, Microsoft Suite, Email. - Manage multiple assignments and support requests simultaneously while working independently or with other team members. Qualifications - You must have used VALD Technology in your current or previous role. - The ability to understand and share the client's perspective and challenges. - Excellent grammar, spelling, and proofreading skills. - Demonstrated ability to build positive relationships quickly. - The ability to think outside of the box to find appropriate solutions. - Adaptable and willing to learn new skills and processes. - Become an expert on VALD systems. Requirements - Empathy. - Excellent communication skills – both verbal and written. - Demonstrated ability to build positive relationships quickly. - Attention to detail and a commitment to quality control. - Strong critical thinking, analytical, and strategic problem-solving skills. - Highly organized with practical time management skills. - Prior experience using VALD systems. Benefits - Industry-leading compensation. - The opportunity to work in a company that is redefining allied healthcare. - Learn from a range of high-performing individuals and teams across various disciplines. - Be part of a down-to-earth, inclusive and vibrant team. - Regular travel opportunities to get the entire VALD team together for your ongoing development. - The latest equipment and remote setup to perform at your best. Company Description VALD is the world leader in musculoskeletal technology, providing innovative human-measurement technology to over 10,000 organizations around the world including some of the world's most elite sporting teams, universities and Defense departments. If you have a favorite team in the NBA, EPL, or NFL, there's a good chance they use VALD products. Eight years on from its humble beginnings around a share-house dining room table in Brisbane, Australia, VALD has grown to a team of over 300 team members in over 30 countries, with four offices across Australia, the UK and USA. Named in LinkedIn's Top 25 Startups for 2022 in Australia, VALD's best asset is not our technology but our people and culture. We are committed to fostering an inclusive work environment and embracing diversity, including gender, nationality, disability, age, marital/parental status, ethnicity, gender identity, socioeconomic background, and sexual orientation. We welcome applications from people from all backgrounds.

• Serve as the primary point of contact for all assigned clients • Manage and respond to client emails in a timely, professional manner • Follow up on active projects with both clients and the internal fulfillment team • Conduct client calls including onboarding sessions, check-ins, and project updates • Lead the onboarding process for new clients, ensuring a smooth and positive experience • Proactively identify client needs and flag potential issues before they escalate • Attend internal team meetings twice per week • Collaborate closely with the CEO, Fulfillment, and Marketing team. • Prioritize client relationships based on urgency and strategic importance