FundTap

Nelson Central, New Zealand

30–40 hours per week | Flexible hours | Two evenings per week until 7pm | In-office to start | ASAP start

Make a real impact with a growing fintech business

FundTap is a fast-growing fintech business helping small businesses across New Zealand and Australia access flexible invoice finance.

From our Nelson headquarters, we’re building smarter, faster ways for businesses to access funding when they need it.

We’re looking for a Client Onboarding & Sales Support Administrator to join our team.

This role is ideal for someone who enjoys working with people, likes keeping things moving and is confident following up with customers to get applications across the line. You’ll play an important part in turning enquiries and applications into active FundTap customers.

Important location requirement

This role is based in Nelson, New Zealand.

You will need to be able to work in our Nelson office, particularly at the start of the role for training and onboarding. Once established, there will be some opportunity to work from home.

We are only considering applicants who are currently based in Nelson or are able to work in Nelson on an ongoing basis.

The role

You’ll work closely with our sales, onboarding, credit and compliance teams to help new clients move smoothly from initial enquiry through to approval and funding.

A big part of the role is communicating with prospective and new customers, gathering the information we need, following up outstanding requirements and making sure applications keep moving.

You’ll be responsible for:

Speaking with new and prospective customers by phone and email
Helping customers understand FundTap and guiding them through our application and onboarding process
Following up new leads and applications to keep them progressing
Gathering financial information, identification and supporting documentation from customers
Reviewing applications to make sure the required information has been provided
Coordinating with our credit and compliance teams to progress applications
Helping approved customers complete their setup and move towards their first funding
Supporting the sales team with customer follow-ups and administration
Keeping customer records, notes and CRM information accurate and up to date
Identifying applications that have stalled and proactively getting in touch with customers
Providing general customer and account support when required
Looking for ways to make our onboarding process faster, simpler and easier for customers

What we’re looking for

We’re looking for someone who is confident communicating with customers and comfortable taking ownership of getting things done.

You don’t need previous finance experience, but you do need to be comfortable picking up the phone, following people up and working through detailed processes.

You’ll likely bring:

At least 2 years’ experience in customer service, sales support, administration, account management or a similar role
Strong written and verbal communication skills
Confidence speaking with customers over the phone
A proactive approach to following up and progressing work
Strong organisation and attention to detail
Confidence using systems, CRMs and technology
Good judgement and problem-solving ability
The ability to manage multiple applications and priorities at once
A positive, practical and team-focused attitude
An interest in learning about small business finance and fintech
A willingness to contribute ideas and improve the way we work

Experience in financial services, lending, banking, insurance, property, professional services or another process-driven customer environment would be useful, but is not essential.

What success looks like

You’ll help make sure:

New enquiries and applications are followed up quickly
Customers understand exactly what they need to provide and what happens next
Applications don’t sit waiting unnecessarily
Outstanding documents and information are actively followed up
Our credit and compliance teams receive complete and accurate applications
Approved customers move through onboarding and towards their first funding as quickly and smoothly as possible
Every customer receives a responsive and professional experience

What we offer

30-40 hours per week
Flexible working arrangements
Two evenings per week working until 7pm
ASAP Start
Initial in-office training and support, with some work-from-home flexibility once you’re established
Competitive remuneration
A supportive, close-knit team
The opportunity to learn about fintech and small business finance
The chance to be part of a successful Nelson-grown company making a real difference for small businesses

Why FundTap?

At FundTap, we care about doing meaningful work, moving quickly and making things easier for our customers.

We value People, Time, Innovation and Integrity, and we’re proud to be building a business where good people can take ownership, contribute ideas and make a genuine impact.

We’re a small team that thinks big, values flexibility and enjoys working together.

To apply

Please send your CV and a short cover letter outlining your relevant experience and why this role appeals to you.

We’re looking to hire quickly, so if this sounds like you, please apply now.

Research suggests some candidates may hesitate to apply unless they meet every listed requirement. At FundTap, we’re interested in your overall experience, attitude and potential — not whether you tick every box. If you believe you could succeed in this role, we’d encourage you to apply and tell us why.

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Company Overview

Client Onboarding & Sales Support Administrator