47 Client Engagement jobs in South Africa

To provide a professional service to PPS members and associated parties via an Omni-channel contact centre model. The purpose of the role is to create a client experience that feels convenient, effortless and personal. It must feel bespoke to the client. The role requires the successful incumbent to work in shifts that will be rotated amongst the team weekly.

Education:

• Bachelor's degree with a relevant business orientation

Experience:

• 1-3 years Customer Service experience
• 1-2 working experience in call centre AND back office processing (preferred)
• Experience in a Sales environment

Knowledge and Skills:

• Knowledge of customer experience techniques
• Ability to thrive under constant pressure
• Knowledge of Financial institutions (preferred)
• FAIS and FICA knowledge (preferred)
• Ability to act with integrity at all times, embrace the philosophy of treating our customers fairly and deliver on our client experience principles
• Accuracy and attention to detail for all relevant work types

Competencies:

• Ability to organise and prioritise
• Teamwork
• Effective communication
• Proactive thinking
• Client Focus
• Results Driven
• Highly self-motivated individual
• Relationship Building
• Business acumen

• Engage and respond to customer's contacts professionally regardless of channel
• Take ownership of customer requests from receipt to conclusion
• Identify and escalate issues to supervisors
• Provide product and service information to all customers
• Research required information using available resources
• Research, identify, and resolve customer complaints using applicable software
• Route calls to appropriate people where required
• Document all call information according to standard operating procedures
• Recognize, document, and alert the management team of trends in customer calls
• Follow up customer calls where necessary
• Complete call logs and reports

The role

An exciting permanent opportunity has become available within Santam Client Solutions for a Client Engagement Adviser to join the team. The successful incumbent will be based at our offices in Tygervalley, Cape Town.

What will you do?

The Client Engagement Adviser will offer world class products and services to clients, whilst achieving targets related to quality, productivity and compliments in a call center environment.

What will make you successful in this role?

• Accurately capture client information on the relevant system.
• Execute client requests within the agreed timeframes, quality standards and legislation.
• Handle all the administrative tasks according to agreed standards and turnaround times.
• Engage with client in a client centricity manner.
• Ensuring accurate completion client requests and follows up to ensure queries are resolved timeously, as per service level agreement.
• Providing effective, efficient and professional service to all our clients and offices, both telephonically and through written correspondence.
• Ensuring client service level agreements are met and exceeded.
• Excellent time management skills.
• Consistent achievement of agreed productivity.

Qualification and Experience

• Grade 12/ Matric
• NQF Level 4 Qualification in Short Term Insurance
• Regulatory Exam (RE 5) advantageous
• 5 -7 years of experience in Customer Service (Preferable within Short-Term Insurance)
• Willing to work shifts as well as overtime

Knowledge and Skills

• Customer service
• Strong verbal and written communication skills
• Attention to detail
• Ability to work under pressure
• Self motivated
• Administration

Core Competencies

• Customer focus
• Drives results
• Cultivates innovation
• Being resilient
• Collaborates

Specific Requirements

• The will be a probationary period of three (3) months, which consists of the following two phases:
• There will be a six (6) week training period after which your knowledge will be assessed; and
• On the job evaluation phase during with progress will be measured against your ongoing ability to meet s set target.

Exciting Opportunity in Johannesburg, South Africa

full time

Are you ready to excel as a Client Engagement Manager in the Banking, Financial Services, and Insurance (BFSI) sector? Join us in nurturing strategic client relationships in South Africa and Sub-Saharan Africa, ensuring seamless delivery of IT solutions, and spearheading business growth through innovative strategies.

Key Responsibilities:

• Act as the primary relationship manager for BFSI clients.

• Foster enduring partnerships with key stakeholders.

• Collaborate with project managers to ensure flawless execution of IT projects.

• Monitor client KPIs and project performance to uphold service excellence.

• Stay abreast of industry trends and regulatory mandates.

Qualifications & Skills:

• Education: Bachelor's degree in Business, IT, Finance (MBA preferred).

• Experience: Over 8 years in client engagement/account management, with 4+ years in BFSI.

• Domain Expertise: Profound knowledge of BFSI industry segments.

• Technical Knowledge: Acquaintance with enterprise IT solutions.

• Skills: Proficiency in managing C-level engagements, navigating regulatory landscapes, and efficient prioritization.

Key Performance Indicators:

• Drive revenue growth and enhance profitability.

• Uphold high client retention and renewal rates.

• Identify and seal new business opportunities.

• Ensure exceptional client satisfaction scores.

• Deliver IT projects and services punctually.

To apply, kindly forward your resume to Sonia Sharma at Seize this opportunity to join our dynamic team shaping innovation in the BFSI sector

Twine Connect is seeking a seasoned professional to lead strategic outreach campaigns and client engagement initiatives for our
US-based client.
This role is ideal for someone with strong business acumen, structured thinking, and the confidence to engage senior decision-makers across industries.

Position Details

Working Hours: Weekdays 8 am to 5 pm PST
(5 pm SAST to 2 am)

Engagement: Fixed-Term Contract (with a view to permanent based on performance)

Monthly Salary: Market-related, based on experience and seniority (
Exact range to be discussed during the interview process)

Key Responsibilities

Research and understand each client's business, sector, and value proposition

Craft tailored outreach across LinkedIn, email, and phone (appointment setting) to secure high-value meetings

Manage and optimise campaigns via CRM (preferably HubSpot)

Collaborate with marketing/content teams to align messaging

Maintain professionalism and resilience when engaging senior stakeholders

Participate in weekly client feedback meetings, presenting insights and progress

Own the pipeline and ensure clean handover of qualified leads

Requirements

5+ years in B2B outreach, Sales Development Representative, or Appointment Setting

Proven success booking executive-level meetings

Strong written and verbal communication skills, with excellent Customer Service Skills

Structured, accountable, and detail-oriented approach

Familiarity with LinkedIn Sales Navigator, CRMs, and email automation tools

Commercial acumen, situational awareness, and client empathy

Confidence and clarity in meeting with our clients and stakeholders

Must have own laptop, cell phone, and internet (fibre) connectivity

Strong organisational and time management skills

Ability to work independently and remotely

KPIs

C-suite appointments booked per client

Outreach response and conversion rates

CRM hygiene and data quality

Client feedback on meeting relevance and professionalism

We are seeking a proactive and client-focused Customer Service / Client Relationship Executive to join our client's dynamic team. This role is ideal for a candidate with strong communication skills and experience in customer engagement, account growth, and product support within the ICT and Office Automation industries.

The successful candidate will be responsible for nurturing client relationships after the initial sale, ensuring customer satisfaction, identifying upselling opportunities, and providing product training where required with a big focus on Microsoft 365 products. This role requires a balance of service excellence and commercial awareness, with the aim of driving long-term value within existing accounts.

Key Responsibilities

Client Relationship Management

• Build and maintain strong, trust-based relationships with clients after products and solutions have been sold.
• Conduct regular client visits to provide support, review satisfaction levels, and ensure continued service excellence.
• Act as the main point of contact for all customer queries, resolving concerns promptly and professionally.

Upselling and Account Growth

• Identify opportunities for upselling and cross-selling within existing accounts by understanding client needs and usage.
• Present additional solutions and services that add value to the client's business.
• Work with the sales team to align upselling opportunities with overall business growth strategies.

Customer Support and Training

• Provide training and demonstrations to clients on products and solutions purchased.
• Ensure clients fully understand the functionality, benefits, and best practices of the products in use.
• Monitor client usage and feedback to recommend improvements or upgrades.

Administration and Reporting

• Maintain accurate records of client interactions, visits, and service requirements in the CRM system.
• Prepare reports on client satisfaction, account activity, and upselling opportunities.
• Ensure service-level agreements (SLAs) are monitored and upheld.

Requirements

Experience

• Minimum 2 years' experience in customer service, account management, or internal sales (preferably within ICT, telecoms, or office automation).
• Proven track record of maintaining strong client relationships and identifying upselling opportunities.
• Experience in delivering product training or demonstrations advantageous.
• Proficiency in CRM systems and strong knowledge of Microsoft 365.

Skills and Competencies

• Excellent communication, presentation, and relationship-building skills.
• Customer-centric mindset with the ability to balance service with commercial goals.
• Strong problem-solving abilities and a proactive approach to client engagement.
• Organized and detail-oriented, with the ability to manage multiple client accounts.

Personal Attributes

• Professional, approachable, and service-driven.
• Self-motivated, with the ability to work independently and as part of a team.
• Goal-oriented with a passion for ensuring client satisfaction and account growth.

1.   PRINCIPAL OBJECTIVE OF POSITION

To lead and effectively manage the Client Relationship Management (CRM) team by providing strategic direction and operational strategies to ensure that Tshikululu is managing, retaining and growing client relationships successfully. This will be achieved through managing the CRM team to implement effective client management/retention strategies which will ensure that high quality services and effective social investment strategies are delivered to Tshikululu's clients.

2.   KEY PERFORMANCE AREAS, ACTIVITIES AND INDICATORS

Key Performance Areas / Outputs

Activities

1.   Client Relationship Management (CRM) Strategy and Implementation

·   Approved CRM Strategy and Implementation Plan with activities, milestones and anticipated outcomes in respect of income and the organisational strategy

·   Achievement of annual growth targets in the current client portfolio

·   Develop Tshikululu's CRM strategy and implementation plan which aligns to Tshikululu's strategy for approval annually.

·   Identify and resolve challenges that impact on the successful implementation of the CRM Strategy.

·   Manage the implementation of Tshikululu's strategic objectives which relate to client management according to the company's Balance Scorecard.

·   Track the implementation of the CRM strategy and produce reports on the progress of targets, reviewing and updating the CRM Strategy where necessary to align to the organisational strategy.

·   Provide input into the organisational strategy to identify opportunities for growth, competitor analysis and market trends.

2.   Client Relationship Management

·   A consistent client management process resulting in high client satisfaction and retention

·   Develop, implement and continue to evolve a client retention strategy/process for the CRM team.

·   Work collaboratively with the management team to plan effective resourcing per client.

·   Manage that CRMs have a deep understanding of their client's business and social investment strategic objectives by managing client engagement, strategy participation and developing and reviewing all client strategies annually.

·   Manage the allocation of CRMs across the client portfolio to ensure that each client is effectively managed.

·   Manage the end-to-end client management process by implementing processes, policies and procedures which ensure the management of the effective delivery of client SLAs.

·   Manage that SLAs are defined according to the Tshikululu procedure and standard and that the SLA's are delivered and complied with as per defined standards and deadlines.

·   Evaluate key portfolio relationships and engage with senior stakeholders and strategic clients by attending meetings, representing Tshikululu, supporting delivery of client objectives and resolving client queries and issues within SLA and as required.

·   Manage the measurement of client satisfaction across Tshikululu's client portfolio through the client satisfaction survey. Implement enhancements to client management strategies based on the insights from the client satisfaction survey.

3.   Client SI Management

·   High quality deliverables to clients through planning, strategic direction and feedback by the CRM team

·   Effective collaboration with SI team

·   Oversee the development of specific client strategies by ensuring Client Relationship Managers are facilitating and participating in strategy development meetings with relevant social investment specialists, engaging with clients on their needs, and reviewing strategies (from the SI team) that align with client needs and sector opportunities in accordance with the client's SLA.

·   Manage the implementation of the approved strategies by allocating to Client Relationship Managers, defining implementation measures and objectives, setting deadlines and tracking progress monthly.

·   Manage the CRM team to work with the monitoring and evaluation team to ensure that every client has an M&E framework implemented and that impact is reported on annually.

·   Lead the identification and resolution of challenges that impact on the ability for client strategies and deliverables to be delivered, when required.

·   Ensure that strategy successes and failures are discussed, evaluated and lessons learnt are shared to improve good practice within team. This is achieved by developing and implementing frameworks, coordinating information sharing and tracking implementation of improvements quarterly.

·   Manage the integration of Tshikululu Industry leadership and innovation into client strategies and engagements wherein the Client Relationship Managers apply good practise, source latest information and apply insights and learning from previous experience to deliver industry leading strategies on an ongoing basis.

·   Develop and maintain a deep expertise in social investment to provide value and insights to clients by attending training, engaging in industry debate and discussion, attending and participating in conferences monthly and annually.

4.   Client Management Operations

·   Effective working relationships between the CRM team and all other teams in the business

·   Standardised approach to client management which ensures consistent and excellent client delivery

·   Build a mutually beneficial and effective working relationship with the Social Impact team, Finance and Business Development teams to ensure that the Client Relationship Managers can continuously deliver high value social investment to clients.

·   Develop standardised approaches and processes to ensure effective client management including but not limited to social investment strategy, client management, knowledge sharing and financial reporting on clients.

·   Manage the review of all clients for compliance to all relevant legislation annually by creating tracking tools, managing implementation, utilisation, and reporting.

5.   Reporting

·   Timeous and accurate reporting

·   Track and report on SLA and investment delivery by collecting information, developing reports and submitting by approved deadlines.

·   Track, monitor and manage the profitability of Tshikululu's portfolio of clients.

·   Track and monitor the contribution of Tshikululu's clients to the 5-year social impact strategy.

·   Ensure that reports required from the CRM team Management are accurate, complete and compliant by evaluating the standards, checking reports against standards and addressing issues within SLA.

·   Develop and submit departmental reports within deadline.

·   Manage the drafting, reviewing and submitting of adhoc reports according to standards and by deadlines.

6.   Business Development

·   Achievement of development targets

·   Achievement of business retention targets

·   Assist the Head of Business Development in the business acquisition process by leading development of proposals, implementing costing models, conducting pitches and presentations, addressing any questions and queries, getting SLA signed (when appropriate) and following up until decision is made.

·   Identify opportunities, in conjunction with the Client Relationship Managers, to increase Tshikululu services within existing clients. This includes engaging with clients, discussing existing contracts, identifying potential opportunities and initiating discussion on providing additional Tshikululu support.

·   Identify opportunities to initiate Tshikululu's Services in new clients by engaging with existing clients and receiving referrals, initiating contact with new clients and initiating discussion on providing Tshikululu support and services.

·   Identify opportunities, build relationships and close deals to drive business development targets. Create an environment which promotes service line development which consistently and profitably meets the requirements of Tshikululu's current and future clients.

·   Lead the resolution of service issues, building resilient and mutually beneficial relationships and resolving potential customer threats in existing clients.

7.   Staff Management and Leadership

·   High-performing staff and team

·   High quality leadership

·   Live the Tshikululu values and lead according to the Tshikululu's Leadership Manifesto to deliver on the strategy.

·   Provide strategic insights from a client management perspective to develop and strengthen Tshikululu's strategy.

·   Lead, manage, monitor and support the CRM team to achieving high performance through implementing the values, behaviours and performance management system.

·   Build and maintain a high performing client management team through effective recruitment, management, career development and succession planning.

·   Build a working environment that is conducive to optimal performance and the realisation of Tshikululu's strategy.

·   Implement the Tshikululu HR strategy, policies and procedures as required.

·   Participate in the Management Committee, ensuring delivery on strategy.

3.   ROLE REQUIREMENTS

Qualifications and Experience

·   Minimum Honours in Business Administration, Social Science, Commerce or similar (Master's degree would be advantageous).

·   Minimum 8 to 10 years' experience developing and implementing operational programmes and solutions in Corporate Social Investment (CSI) and Transformation.

·   Minimum 5 years' experience in leading and managing a team.

4.   KEY INTERACTIONS / RELATIONSHIPS

Internal stakeholders

Chief Operating Officer

Client Relationship Managers

Executive Committee

Management Committee

Human Capital Management Department

Finance Department

External stakeholders

Clients

Prospective clients

Location: Johannesburg

6 months Contract role (renewable)

Customer Relationship Management Developer – Zensar Technologies

We're looking for a
talented CRM Developer
to join our team at Zensar and help us build an intelligent, scalable lead management platform. You'll design smart workflows, streamline integrations, and deliver automation that transforms how we capture, nurture, and convert leads.

Working closely with developers, analysts, and business stakeholders, you'll customize Dynamics 365 Sales & Marketing, connect systems through APIs, and bring data to life with reporting and insights. This is a chance to make a visible impact while working with the latest in the Microsoft ecosystem.

What You'll Do

• Build and enhance lead workflows in
  Dynamics 365 Sales & Marketing
  .
• Automate processes with
  Power Automate
  and the Power Platform.
• Integrate CRM with external tools and platforms.
• Drive data integrity, compliance, and BI reporting.
• Support and enable business teams through documentation and training.

What You Bring

• Hands-on experience with
  Dynamics 365 CRM
  and the
  Power Platform
  .
• Strong integration skills (REST APIs, Azure Logic Apps, KingswaySoft, etc.).
• Familiarity with JavaScript, C#, or TypeScript for CRM customizations.
• Experience in workflow automation, data migration, and Power BI.
• Excellent communication and problem-solving skills.

Why Zensar?

• Be part of a
  digital transformation journey
  .
• Shape a platform that drives
  real business impact
  .
• Work with a
  forward-thinking team
  passionate about automation, integration, and customer experience.

ABOUT PRIMAL HARVEST

Primal Harvest is a leading holistic wellness brand dedicated to empowering individuals to take charge of their health and well-being through high-quality, natural products. Primal Harvest offers a range of high-quality supplements and wellness products designed to support various health needs, including immunity, gut health, sleep, and joint care.

As a Direct-to-Consumer brand, we pride ourselves on transparency, trust, and creating a dependable wellness foundation for our customers. Primal Harvest was founded in 2018 and is a brand of Prime6 Brands GmbH and Primal Harvest LLC, with two international hubs in Miami, Florida, USA and Cologne, Germany.
Learn more at /

LOCATION:
Remote collaborating across EST & CET

ABOUT THE ROLE

We are looking for a strategic yet hands-on Director of CRM & Retention to own lifecycle marketing and customer loyalty across multiple channels. Reporting to the VP of Marketing and managing an Email Marketing Specialist, this role will be responsible for designing and optimizing CRM campaigns, enhancing the post-purchase journey, and using data-driven insights to deliver impactful segmentation and personalization. The ideal candidate brings deep expertise in CRM, customer engagement, and retention strategies, with proven success in managing tools, leading teams, and leveraging analytics to drive measurable business growth.

WHAT YOU WILL DO

Customer Marketing Strategy:
Lead the planning, development, and execution of CRM campaigns in partnership with the brand team. Manage campaigns across various channels, including email, SMS, push notifications, and in-app messaging to engage and retain customers.

Post-Purchase Consumer Experience:
Collaborate cross-functionally to design and implement a comprehensive post-purchase experience that adds value and enhances customer retention, offering more than just the core product.

Toolset Optimization for Customer Engagement:
Manage and optimize customer engagement tools (e.g., ESP, Referral, Subscription) to drive meaningful customer interactions and results. Ensure the toolset remains competitive and aligned with business goals.

Segmentation Strategy Development and Implementation:
Develop and implement a thoughtful segmentation strategy by identifying key data points and deepening the understanding of customer behavior. Integrate segmentation into CRM efforts to enhance personalization and targeted engagement.

Testing & Analysis for Continuous Improvement:
Conduct tests and analyze the performance of CRM campaigns to continuously optimize tactics. Use data-driven insights to inform strategic decisions and improve the effectiveness of all CRM initiatives.

Own the performance and operational success of CRM channels
by managing their execution, optimization, scalability, testing, and reporting, ensuring they provide a strong foundation for marketing efforts while driving retention, CLV, and business growth.

Develop and implement tactical CRM initiatives
to enhance customer experience across key touchpoints—including email, SMS, Subscription, and e-commerce interactions—focusing on converting prospects, engaging non-subscribers, and retaining subscribers, with an emphasis on channel performance over content or creative direction.

Leverage customer data and insights
to identify opportunities for segmentation, personalization, and targeted interventions, enabling marketing teams to create impactful strategies while maintaining responsibility for channel infrastructure, operational testing, and execution.

Own and optimize the CRM tech stack, touchpoints, and e-commerce customer interactions
by managing relationships with tech partners, leading the discovery and implementation of new tools, and ensuring seamless lifecycle marketing capabilities, retention tools, and operational scalability.

Monitor, analyze, and report on CRM performance metrics,
including testing results, to refine channel operations, uncover actionable opportunities, and improve acquisition, retention, and overall performance from a business perspective.

WHAT YOU BRING

• 7+ years of experience in CRM, retention marketing, or customer lifecycle management within a DTC (Direct-to-Consumer) brand
• Proven track record in multi-channel CRM execution (email, SMS, subscription touchpoints)
• Strong technical acumen with ESPs, cohort building, and data-driven customer segmentation
• Proficiency in Klaviyo and experience with Shopify-based brands
• Excellent analytical skills, with a data-driven approach to testing and optimizing customer retention strategies
• Experience in fast-moving CPG preferred
• Hands-on operator mindset: thrives in a fast-paced, scrappy environment
• Strong collaboration and communication skills across cross-functional, international teams

Primary Purpose of the Job

This role will be a key member of the Compliance Team that supports BDO South Africa in building a resilient and successful business, by:

• Designing and facilitating effective and efficient compliance processes with clearly defined roles and responsibilities, that enable business to deliver exceptional client service.


• Being a trusted advisor to business, advising on regulations, policies and procedures and enhancing skills through focused training and awareness programmes.


• Implementing monitoring processes, providing value-add reporting and ensuring remedial action is taken for identified non-compliance.


• Entrenching a strong culture in the firm that is about more than pure compliance, but also about promoting a message that everyone has a role to play in protecting the firm against risk.

The Compliance team is responsible for the “Relevant Ethical Requirements (including Independence)” and “Acceptance and Continuance of Client Relationships and Specific Engagements” components of ISQM1.

The Senior Manager role will report to the Head of Compliance and will be responsible for designing, implementing and monitoring effective and efficient processes to ensure compliance with policies relating to Acceptance and Continuance of Client Relationships and Specific Engagements component and for managing Compliance Practitioners who play a role in executing related processes. 

Main Duties and Responsibilities

• Manage design and implementation of projects and initiatives, policies and processes, systems/ tools relating to Acceptance and Continuance of Client Relationships and Specific Engagements.


• Provide training, advice and support to partners, directors and professionals on Client and Engagement Acceptance, Ethics, Independence & Conflicts of Interest policies, processes, procedures, and systems.


• Operational management and reporting of effectiveness and efficiency of all steps on the client and engagement acceptance process. Process steps include reputational checks, independence and conflict considerations, risk assessment process and escalations to relevant role players where required.


• Manage team of Compliance Practitioners responsible for the client an engagement acceptance processes and provide reporting to Head of Compliance.


• Work closely with Independence and Conflicts colleagues to ensure all relevant assessments and clearances are obtained in line with the overall effectiveness and efficiency process objective.


• Identify risks related quality objectives, assess current controls to determine if appropriate and design controls to further mitigate any identified risks.


• Perform reviews to monitor compliance to policies and procedures and provide input into related risks.


• Liaise with business role players to ensure pro-active, effective and efficient acceptance and re-acceptance processes in line with relevant policies.   


• Key link between Compliance and the Digital Solutions team to ensure effective and efficient automation solutions.


• Engage with other stakeholders in the firm to ensure a proper understanding and buy-in for defined policies and processes.


• Prepare reporting for Governance Bodies and Committees.


• Identify improvements to existing processes.


• Stakeholder management and engagement

Qualifications, Work Experience, and Knowledge

Qualifications

• A post graduate qualification in Internal Audit, External Audit, Finance, Risk Management or Compliance.

Work Experience

• Experience in working with IT in design and rollout of systems.


• Proven experience in a risk, ethics, conflicts, or independence role within an audit firm or similar financial services setting.


• Risk Management and or Internal Audit experience.


• Operational responsibilities for process execution

Operational responsibilities for process execution

• Intermediate Excel, Word and PowerPoint.


• Strong written and spoken English language skills

Knowledge

• Intermediate Excel, Word and PowerPoint.


• Written and spoken English language skills

Competencies: Technical & Behavioural

Technical Competencies

• Risk management and Compliance related competencies, such auditor independence, enterprise/operational risk management and conflicts of interest.


• Design, review and implement controls to mitigate identified risks.


• Compliance/ Risk Management/ Internal Audit/ External Audit.


• Attention to detail

Behavioural Competencies

• Strong analytical skills and the ability to assess complex situations to make sound ethical decisions.


• Excellent communication and interpersonal skills to effectively engage with team members and clients on ethics-related matters.


• Ability to maintain confidentiality and handle sensitive information with discretion.


• Demonstrated leadership capabilities and a proactive approach to problem-solving.


• Good interpersonal and organisational skills


• Strong spoken and written communication skills


• Ability to work independently and collaborate with team members


• A proactive approach to continuous improvement Project Management

BDO Core Competencies

• Relationships and Collaboration


• Exceptional Client Service


• Engaging people


• Leadership


• Quality, Risk management and Operational performance