Partner Engagement Associate - Part Time
Role Overview
This is an entry-level role as a Partner Engagement Associate, supporting the accreditations and commissions team and assisting the Partnerships Team Leader in financial services. Day-to-day tasks include managing broker records, resolving commission queries, reconciling payments, and coordinating events for Business Development Managers. The hire will impact partner operations by ensuring accurate data and smooth communication between internal teams and external stakeholders.
Perks & Benefits
The role offers hybrid work flexibility with a minimum of three days in the office in North Sydney, implying some remote work options. Benefits include 26 weeks paid parental leave, flexible work policies, collaborative team environments, and a range of wellbeing support. Career growth is supported through a flat structure, regular strategy sharing every 100 days, and opportunities to learn from senior leaders in a fast-paced setting.
Full Job Description
Who is Shift?
At Shift, we’re business specialists dedicated to helping Australian SMEs take control of their cashflow, streamline trade terms and choose the right financial products.
We believe Australian businesses are the driving force behind our economy and are core to our communities. That’s why our business expertise, focus on relationships, and market-leading technology is at the core of everything we do. We’ve helped solve the credit and payment pain points for more than 30,000 businesses, providing over $6 billion in aggregate funding.
Our unique approach to product innovation combined with our collaborative culture means you can build your career in a supportive environment. You’ll be joining a diverse team of over 300 people who are always looking to deliver better outcomes for Australian businesses.
Who is Shift?
At Shift, we’re business specialists dedicated to helping Australian SMEs take control of their cashflow, streamline trade terms and choose the right financial products.
We believe Australian businesses are the driving force behind our economy and are core to our communities. That’s why our business expertise, focus on relationships, and market-leading technology is at the core of everything we do. We’ve helped solve the credit and payment pain points for more than 25,000 businesses, providing over $3.5 billion in aggregate funding.
Our unique approach to product innovation combined with our collaborative culture means you can build your career in a supportive environment. You’ll be joining a diverse team of over 250 people who are always looking to deliver better outcomes for Australian businesses.
About the role:
This is an entry-level role designed for someone looking to build a career in financial services and partnership operations. As a Partner Engagement Associate, you will support the accreditations and commissions team while also assisting the Partnerships Team Leader with key initiatives such as assigning Business Development Managers (BDMs) to events and coordinating sponsored activities.
We are seeking candidates who are committed to staying in the role for a minimum of 12 months
Based in North Sydney, we offer hybrid work flexibility with a minimum of three days in the office.
What you'll do:
Accreditations and Commissions
Maintain and manage internal records of accredited brokers, including onboarding and offboarding procedures.
Provide regular reporting on new accreditations and onboarding volumes.
Investigate and resolve commission queries in collaboration with internal and external stakeholders.
Record, reconcile, and report payments to aggregators.
Manage and reconcile partner portfolio data, resolving any identified exceptions.
Prepare monthly Aggregation Partner reports using key account metrics.
Act as a communication link between key customers and internal teams.
Use initiative to prioritise deadlines and perform tasks with a high level of accuracy.
Become an expert on Shift’s products, procedures, and values.
Partnerships Support:
Manage ad-hoc broker and Aggregation Partner queries with strong written and verbal communication.
Support planning, communication, and execution of sponsored events.
Assist the Partnerships Team Leader in assigning BDMs to broker and aggregator events.
What you'll bring:
Experience in financial services, preferably with asset finance or commercial lending
Strong attention to detail and a commitment to quality
Excellent interpersonal and communication skills
A self-motivated attitude with a willingness to learn and grow
Ability to thrive in a fast-paced, collaborative environment
Key benefits:
Collaborative teams – a flat structure means everyone can learn from colleagues and senior leaders around the business.
Be involved – come together with all of your colleagues every 100 days to share the product and technology roadmap and business strategy.
Flexible working environment – we’re headquartered in North Sydney with state-based workplaces and offer a flexible work policy.
Family support – industry leading 26 weeks paid parental leave.
Varied workspaces – our office enables areas for collaboration, brainstorming and socialising as well as focus zones.
Range of benefits supporting your physical, psychological and financial wellbeing. From a day off on your birthday to excellent end of trip facilities.
#LI-Hybrid
Key benefits:
Collaborative teams – a flat structure means everyone can learn from colleagues and senior leaders around the business.
Be involved – come together with all of your colleagues every 100 days to share the product and technology roadmap and business strategy.
Flexible working environment – we’re headquartered in North Sydney with state-based workplaces and offer a flexible work policy.
Family support – industry leading 26 weeks paid parental leave.
Purpose built spaces within our office – designed for collaboration, brainstorming, socialising, and focused work.
Range of benefits supporting your physical, psychological and financial wellbeing. From a day off on your birthday to excellent end of trip facilities.
#LI-Hybrid
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