Business Performance Associate - Client Services

• Join a purpose‑led Super Fund and use your analytics skills to lift performance, support growth and improve the experience for our members!
• Location: Sydney or Melbourne CBD 
• Hybrid Working: Blend of CBD Office and Remote 

Established in 1988, Rest is one of Australia’s largest profit-to-member superannuation funds. We support more than two million members, with around $100 billion of funds under management and are recognised as a responsible investment leader*. We believe when members understand and engage with their super, they’re more likely to get a better retirement outcome

Everything we do at Rest is underpinned by our values and behaviours, we want to Be Daring, Keep it Simple, Take Action and Have Grit. To put it simply we want our people to thrive and love the work they do.

Join Rest’s Client Services team to turn data into decisions that drive better outcomes for members, employers and partners. In this role you’ll work closely with the Head of Business Performance and key stakeholders to lift operational efficiency, sales effectiveness and client experience. You’ll use your skills in SQL, Tableau Cloud and modern data platforms to translate complex data into clear insights, dashboards and recommendations that support informed, data‑driven decisions.

What you’ll do

• Partner with stakeholders to understand business needs and translate them into clear user stories and requirements.
• Analyse and model data to identify trends, risks and opportunities across sales, account management and operations.
• Design, build and maintain dashboards and reports that enable timely, data‑driven decisions.
• Maintain and enhance CRM and related systems to ensure accurate, reliable data and reporting.
• Own performance reporting for key KPIs and metrics, providing regular insights to stakeholders.

Qualifications

• IIBA® or similar industry standard certification preferred.
• Advanced diplomas or certifications in business management, data analytics, project management can be advantageous.

Required experience, understanding or credentials including:

• Experience in a similar analytics / business performance role, ideally in financial services.
• Strong skills in SQL, Tableau (or similar) and working with modern data platforms.
• Proven ability to turn complex data into clear, actionable insights and presentations.
• Confident communicator who can influence and collaborate with stakeholders at all levels.
• Experience writing user stories and acceptance criteria; exposure to Agile ways of working

Additional Information

Our benefits have been designed so you can tailor your experience with us and include:

• Personal and professional development opportunities 
• Hybrid working 
• Purchase leave scheme and gender neutral 16 weeks paid parental leave 
• Super Contribution Continuation for 12 Months of parental leave 
• Linkedin Learning 
• Income Protection Insurance 
• Rest Excellence awards (peer recognition awards based on Rest’s values and behaviours) 
• Rest Stops - meeting free breaks 

If you share our values, believe you can help make a difference for our members and want to be part of a leading superannuation fund with a Super culture, please click Apply Now.

Rest is committed to creating a flexible work environment and culture that embraces diversity, equity, and inclusion - where people feel welcome, safe to be themselves and inspired to do their best.

We value the different backgrounds, lived experiences and abilities our diverse team brings. We welcome and encourage applications from candidates of all ages, cultural backgrounds, faiths, gender identities, sexual orientations and thinking styles. This includes people with disability, neurodiverse individuals, Aboriginal & Torres Strait Islander peoples and those with disrupted work history due to career or other breaks.

Please note only people with the right to work in Australia will be considered.

*Funds under management as at 31 July 2025. Rest is recognised as a Responsible Investment Leader by the Responsible Investment Association Australia (RIAA) in its Responsible Investment Benchmark Report 202