Tara Schneider

Strategic and results-driven customer relations and sales leader with experience across SMSF services, financial services, compliance, business development and customer operations. Skilled in hands-on lead generation, end-to-end sales, client acquisition and retention, CRM improvement, customer experience strategy and team performance. Brings more than 10 years of remote-work experience, demonstrating strong self-management, accountability, digital communication and the ability to maintain productivity while working independently.

Combines a commercially focused approach with strong relationship management and an understanding of regulated environments. Experienced in managing complex client matters, improving workflows, supporting compliance obligations and aligning service delivery with business objectives. Recognised for strong communication, stakeholder engagement and a proactive focus on measurable outcomes.

Head of Customer Support at Blue Chip SMSF Services (2026-01 – Present)

Lead the customer support function, driving service excellence, client satisfaction and consistent delivery of high-quality outcomes. Oversee CRM management, implementation and continuous improvement to streamline workflows, strengthen lead management and improve sales conversion. Drive hands-on lead generation and manage the end-to-end sales process from initial enquiry and qualification through conversion and client onboarding.

Develop customer experience strategies focused on service quality, operational efficiency, client retention and long-term relationship growth. Manage complex client relationships, escalations and stakeholder expectations within a regulated SMSF environment. Collaborate with internal teams and external stakeholders to improve processes, operational performance and business growth.

Maintain compliance with relevant regulatory obligations while balancing client needs and commercial objectives.

Client Liaison Officer at Blue Chip Financial (2023-04 – 2026-01)

Managed end-to-end client relationships across SMSF establishment and ongoing administration. Delivered high-quality, compliant client support in a fast-paced financial services environment. Acted as a key contact for clients and referral partners, building trusted relationships and managing expectations.

Supported client acquisition and onboarding by explaining service offerings and coordinating establishment requirements. Contributed to process improvements that enhanced client experience and operational efficiency. Collaborated with internal teams to resolve enquiries and coordinate timely service delivery.

Compliance Officer at Entain Group (2015-09 – 2023-04)

Provided compliance oversight across multiple brands, specialising in AML/CTF and responsible gambling frameworks. Conducted risk assessments, due diligence, investigations and compliance reviews to mitigate regulatory and operational risks. Worked with internal and external stakeholders to support adherence to regulatory requirements.

Supported the implementation and continuous improvement of compliance policies, procedures and internal controls. Documented findings and assessed risk indicators to support sound decision-making and compliance obligations.

Campaign Manager, Recruiter, Personal Assistant, Receptionist & Lead Generation Sales at Energy Compare (2015-01 – 2015-09)

Supported campaign delivery, lead generation and sales initiatives to drive customer acquisition. Generated and qualified leads and supported prospects through initial sales engagement. Assisted with recruitment, administration, scheduling and general business operations.

Telesales, Sales Trainer, HR Manager & Call Centre Manager (progressive roles) at Aussie Bill Compare (2009 – 2014)

Progressed through sales, training, human resources and call centre management roles. Supported call centre operations, team productivity, customer service standards and KPI achievement. Trained and coached sales staff in customer engagement, objection handling and sales performance. Managed outbound telesales and contributed to recruitment, staff development and HR processes. Handled reception, personal assistance and administrative responsibilities as required.

Outbound Call Centre Sales / Telemarketing at One Zero Communications (Telstra Dealer) (2008 – 2009)

Conducted outbound sales and telemarketing campaigns, building rapport with prospective customers. Identified customer needs, explained product benefits and worked towards sales targets.

Sales Representative at Data Share (Stock Market Software) (2007 – 2008)

Promoted stock market software to prospective customers and developed customer relationships. Explained product features and benefits and supported sales opportunities through to decision-making.

Project Home Sales Consultant, Personal Assistant, Office Administrator & Receptionist at Perry Homes / Hefren Properties (2002 – 2007)

Supported project home sales and assisted prospective clients throughout the sales process. Coordinated appointments, correspondence, reception duties and day-to-day office administration. Provided customer service and administrative support to clients and internal stakeholders.

Remote Work Experience (2015 – Present)

Working remotely since 2015, with a proven ability to manage competing priorities, maintain productivity, communicate effectively with clients and colleagues, and meet performance expectations in a home-based environment. Experienced in virtual client relationship management, digital collaboration and independent work planning.

Diploma in Beauty Therapy (2016 – 2016)

Public Clinic Retailer of the Year – Endeavour College (2016 – 2016)

Certificate IV in Human Resources (2012 – 2012)

Basic First Aid with CPR – First Aid International (2012 – 2012)

Certificate II in Hospitality Operations (2007 – 2007)

Certificate in MYOB (2005 – 2005)

Certificate in Business Administration (2005 – 2005)

Responsible Service of Alcohol (RSA) (2005 – 2005)

Responsible Service of Gambling (2005 – 2005)