Sales Development Associate

TrailBlazer Finance is growing – and we're building a dedicated front-end sales team to match.
Based in Bondi Junction, we're a specialist lender funding $50K–$2.5M deals for finance brokers, accountants, financial advisers and law firms – a space the big banks just don't service well. If you like being close to the action, this is it!
What you'll actually be doing:Own the front door – be the primary point of contact for all incoming enquiries, making sure every prospect gets a professional first impressionRun the CRM (ZOHO) – create, manage, assign and update leads so no enquiry or opportunity slips through the cracksQualify and direct enquiries – assess incoming leads (including preliminary lending questions) and route them to the right place, fastKeep the pipeline moving – follow up consistently with clients and prospects to progress opportunities through to the team for structuring and onboarding Handle valuation coordination – liaise with external valuers and our internal credit team to organise valuations and pre-assessment activitiesPrepare client-ready documentation – put together valuation reports, summaries and supporting paperwork, and manage the sending and e-signing of client formsManage the money side – raise invoices and set up customer records in ZOHO Books, and coordinate reimbursements and payments for valuations and other services Chase the paper trail – follow up outstanding documentation so applications and transactions keep progressing without delayManage existing clients - manage an existing client portfolio and ongoing enquiriesGenerate income - settle deals within a defined scope and product offering (under $200,000)
You'll thrive here if you've got: ✅Experience in customer service or sales support ✅ Sharp organisational skills and an eye for detail ✅ CRM experience (Zoho a big plus) ✅ A proactive, "get it done" attitude ✅ Confidence talking to clients, brokers and stakeholders ✅ Bonus points for finance, lending, mortgage broking or professional services background
Why join us:Small, high-performing team. Direct exposure to real deals, real clients, and senior decision-makers from day one. This isn't a role where you'll be buried in a call queue – it's a genuine seat at the table to build your commercial finance career.
Sound like you? We'd love to hear from you.