19 Client Onboarding jobs in South Africa

Description
What We're Looking For:

As a Meltwater Client Onboarding & Implementation Specialist to support the EMEA market, your primary responsibility is to facilitate a seamless onboarding experience for new Meltwater clients, ensuring the swift adoption of key features. Reporting to the Regional Onboarding & Adoption Manager, you will prioritise account setup and provide customized team training to ensure alignment with clients' objectives. Your role involves close collaboration with account teams and clients to ensure efficient knowledge transfer, precise solution installation, and configuration that surpasses client expectations.

Joining Meltwater means immersing yourself in a culture of continuous growth and development. Our environment is tailored to nurture your leadership skills, encourage collaboration, and uphold principles of inclusive leadership. Collaborate with seasoned professionals and influential leaders who are committed to guiding you towards success.

Partner with us, and you'll integrate into a vibrant community that recognizes and celebrates your contributions, empowering you to make a meaningful impact.

What you will do:

• Collaborate seamlessly with colleagues across various teams, including Client Acquisition, Client Success, CX, Training, Global Support, and Product, to provide a tailored and flawless experience for your accounts.
• Initiate and nurture relationships with clients within the first 30 to 60 days of their subscription.
• Lead and manage client implementations to ensure smooth transitions.
• Establish yourself as a trusted advisor and expert across Meltwater's SaaS platforms.
• Assist in configuring and setting up the application to meet clients' desired outcomes effectively.
• Construct and manage complex Boolean logic queries and analytics for insightful data extraction.
• Develop and set-up customized reports and dashboards tailored to individual client parameters to assess the impact of their marketing, public relations, and social media outreach campaigns.
• Conduct both online and in-person training sessions to facilitate platform proficiency among clients.
• Coordinate and prioritize project tasks, manage timelines, and maintain comprehensive project plans.
• Drive engagement and adoption, fostering enthusiasm and passion through meaningful client interactions.
• Effectively communicate project status and deliverables with internal and external teams to ensure project success.
• Uphold client satisfaction through proactive follow-up, responsiveness, and clear communication.
• Track milestones and document client interactions and insights to enhance overall client experience and relationship management.

What you will bring:

• A Bachelor's degree or higher and a minimum of 2 years of relevant experience in a client-facing role within software implementation, support or client management
• Excellent written and verbal communication skills in English.

• As our team supports the entire EMEA market, we are interested in speaking to candidates who are fluent or business proficient in at least one or more of the languages below. Please specify all your language skills clearly in your application.

• Arabic

• Dutch
• Finnish
• French
• German
• Spanish

• Swedish

• A strong executive presence, coupled with excellent verbal and written communication skills, enables you to effectively convey ideas and build rapport.

• Empathy and an innate ability to understand customer needs, fostering rapid relationship development.
• Business acumen and a comprehensive understanding of diverse departmental and industry requirements.
• A customer-centric mindset, recognizing the significance of maintaining robust customer relationships.
• Strong problem-solving skills and exceptional organizational abilities, encompassing prioritization, scheduling, and time management.
• Demonstrated proficiency in presentation skills, adept at facilitating online meetings, delivering comprehensive training sessions, and collaborating with clients to address concerns.
• A deep understanding of and passion for media, news, and current affairs.
• Experience in crafting complex Boolean queries, underscoring your proficiency in data analysis and extraction techniques.
• Willingness to embrace the best of both worlds with our hybrid work schedule. This role requires you to be in the office 2 days a week.
• The ability to legally work in the country of hire is required for this position.

What We Offer:

• Enjoy flexible paid time off options for enhanced work-life balance
• Meltwater demonstrates a commitment to your well-being by contributing towards Discovery Health, ensuring robust healthcare coverage
• Complimentary CalmApp subscription for you and your loved ones, because mental wellness matters.
• Energetic work environment with a hybrid work style, providing the balance you need
• Benefit from our family leave program, which grows with your tenure at Meltwater.
• Thrive within our inclusive community and seize ongoing professional development opportunities to elevate your career.

Where You'll Work: V & A Waterfront, 3 Dock Rd., 8001 Cape Town

When You'll Join: to be confirmed

Our Story

At Meltwater, we believe that when you have the right people in the right environment, great things happen.

Our best-in-class technology empowers our 27,000 customers around

the world to make better business decisions through data. But we can't do that without our global team of developers, innovators, problem-solvers, and high-performers who embrace challenges and find new solutions for our customers.

Our award-winning global culture drives everything we do and creates

an environment where our employees can make an impact, learn every day, feel a sense of belonging, and celebrate each other's successes along

the way.

We are innovators at the core who see the potential in people, ideas and technologies. Together, we challenge ourselves to go big, be bold, and build best-in-class solutions for our customers.

We're proud of our diverse team of 2,200+ employees in 50 locations across

25 countries around the world. No matter where you are, you'll work with people who care about your success and get the support you need to unlock new heights in your career.

We are Meltwater. Inspired by innovation, powered by people.

Equal Employment Opportunity Statement

Meltwater is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: At Meltwater, we are dedicated to fostering an inclusive and diverse workplace where every employee feels valued, respected, and empowered. We are committed to the principle of equal employment opportunity and strive to provide a work environment that is free from discrimination and harassment.

All employment decisions at Meltwater are made based on business needs, job requirements, and individual qualifications, without regard to race, color, religion or belief, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, marital status, veteran status, or any other status protected by the applicable laws and regulations.

Meltwater does not tolerate discrimination or harassment of any kind, and we actively promote a culture of respect, fairness, and inclusivity. We encourage applicants of all backgrounds, experiences, and abilities to apply and join us in our mission to drive innovation and make a positive impact in the world.

We're looking for a full-time evening shift Onboarding Specialist to join our fast-growing team at Richard Yu's online education company. Our mission is simple: help everyday people launch impactful online digital arbitrage businesses that transform lives—starting with their own.

If you're someone who loves mentorship, thrives in a high-performance environment, and wants to make a real difference in people's lives, keep reading.

About Us:

Richard Yu is an online business coach with:

• 100K+ subscribers on YouTube → 
• A growing personal brand on Instagram → 

Our company is faith-driven, fast-paced, and rooted in service. We're building a world-class education platform to help people turn their knowledge into income through coaching and consulting.

About The Role:

This is a remote, full-time position. You must be available during 1PM–10PM EST, Monday to Friday. On average, you'll work up to 8 hours per day, and some days will require a little more effort of up to 9+ hours

You must currently live in North America, South America, Europe or South Africa, and speak fluent, accent-neutral English. Clear communication is non-negotiable—we're in the coaching business.

Here are the requirements:

• You must be able to commit to the hours of 1pm - 10pm EST Mon-Fri

• You will be conducting new onboarding calls daily to welcome in new students.

• You will be ensuring a smooth transition process between the sales rep and yourself and then between yourself and the coaching team.
• Must have strong communication/interpersonal skills so we can put you in front of our clients and you can confidently answer their questions and guide their decisions
• Help innovate our products by creating and producing new video trainings/worksheets to deliver a world-class onboarding experience.
• Should be proficient or at least knowledgeable about our tech stack (Loom, Slack, Zapier, Calendly, GSuite, CRM, etc.) - you should be familiar with the above tools, or have a willingness to learn these VERY quickly if hired.
• Your role will constantly be changing. A big part of this job is to stay on your toes, always ready for action and change.
• You will be responsible for daily reporting on multiple communication channels (Slack, text message, spreadsheets, etc.,) and so a high attention to detail and compliance with standard operating procedures is essential.
• You must have a high attention to detail and understand systems/processes so you are able to innovate new, more efficient SOPs (processes) to ensure our Fulfilment Team hits their KPIs

WHO THIS IS FOR:

• A coach or mentor at heart, you love helping people
• Clear, professional communicator (spoken and written English)
• Sales background
• Able to handle fast-paced environments, multiple clients, and changing priorities
• Willing to grow with us long-term (3+ years), this isn't a side hustle
• Open to feedback and constructive coaching (we'll train you, but we expect growth)
• Comfortable with tools like Loom, Calendly, Slack, GSuite, CRMs, etc—or willing to learn fast

WHO THIS IS NOT FOR:

• You have another full-time job or multiple freelance clients
• You struggle with structure, deadlines, or fast execution
• You dislike being challenged to improve daily

Expected Earnings (Base): $3,000 USD /mo

TD Markets is a regulated global Forex and CFD broker offering professional trading solutions to retail and institutional clients. We pride ourselves on our transparent execution, advanced trading tools, and commitment to developing our people and partners.

We are expanding our Sales Division and are looking for a results-driven Client Onboarding Specialist to join our growing team.

Role Overview

The Client Onboarding Specialist is responsible for calling leads provided by the company and assisting the client with the onboarding process from profile verification to completion of first time deposits. The role involves proactive outreach, client onboarding, and nurturing relationships to convert leads into new and active clients.

This position is ideal for an energetic, goal-oriented individual with a passion for financial markets and sales.

Key Responsibilities

·   Actively contact leads and onboard new traders to the TD Markets platform.

·   Achieve monthly First-Time Deposit (FTD) and revenue targets.

·   Manage leads generated through marketing campaigns or other mediums.

·   Conduct product presentations, platform walk-throughs, and explain account types and benefits.

·   Maintain accurate CRM records of all client interactions and follow-ups.

·   Ensure all communication and sales practices comply with company and regulatory standards.

·   Ensure daily, weekly and monthly standards of work output are met.

Requirements

·   Experience in Forex / Financial Services Sales, Client Acquisition, or Tele-Sales.

·   Strong understanding of FX trading and financial markets (MT4/MT5 familiarity preferred).

·   Excellent communication, negotiation, and interpersonal skills.

·   Goal-driven

·   Ability to work independently and as part of a dynamic team.

·   Completed FAIS recognized qualification (advantageous).

·   Completed RE5 regulatory exam. (preferred)

JOB DUCK IS HIRING A CLIENT ONBOARDING REPRESENTATIVE

For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive. As a lifestyle company we ensure that everybody working here has a fantastic time, which is why we've earned the Great Place to Work Certification for 4 years

Role Overview

Are you someone who thrives on making others feel heard and supported from the very first conversation? As an Intake Specialist, you'll be the welcoming voice for new clients, guiding them with empathy and clarity through their first steps. You'll play a key role in helping people understand their options, feel confident in their decisions, and stay engaged throughout the process. This role is perfect for someone who enjoys meaningful conversations, is naturally persuasive, and finds purpose in helping others move forward.

Schedule:

Monday to Friday from 8:00 AM to 5:00 PM CST (USA)

Your Responsibilities Will Include but Are Not Limited To:

• Serving as the first point of contact for potential clients via phone and Zoom
• Explaining services and processes clearly and professionally
• Identifying client goals, concerns, and expectations
• Documenting all client information accurately in the CRM )
• Conducting follow-ups with leads via calls, texts, and emails
• Supporting clients after attorney consultations to ensure timely payments and service continuation
• Handling 16 to 30 calls per day with consistency and care

What We're Looking For:

• At least one year of sales or client-facing experience
• Fluent English speaker and writer
• Experience working with CRMs and structured scripts
• Ability to manage multiple communication channels
• Strong emotional intelligence and empathy
• Clear, fluent English communication (spoken and written)
• Persuasive and proactive approach to client engagement
• Detail-oriented and organized
• Comfortable following procedures and scripts
• Motivated and driven to meet goals
• Able to connect with clients in sensitive situations
• Reliable computer setup (laptop/PC, headset, stable internet min. 10 Mbps download / 5 Mbps upload)
• Quiet, distraction-free remote work environment

What's In It for You?

• Monthly compensation starting from
  1150 USD to 1220 USD
• Paid time off
  and holiday pay.
• Referral and annual
  bonuses.
• 100% Remote,
  Full-Time, Long-Term Career Opportunity.
• Parental leave.
• Opportunities for professional development and training
• Dedicated support from our team.
• A chance to work with clients who share our values.

Ready to dive in?
Apply now and make sure to follow all the instructions

DISCLAIMER: Every candidate must pass each step in our application process to become part of our team. Ensure you have all the required documentation ready to streamline your application process.

Job Overview

Business Segment: Corporate & Investment Banking

Location: ZA, GP, Johannesburg, 5 Simmonds Street

Job Type: Full-time

Job Ref ID: A-0001

Date Posted: 9/19/2025

Job Description

To transform the user experience of CIB Operations' services through the prioritisation and execution of impactful and data driven solutions (Intelligent Process Model) to drive future relevance of business and optimisation of services in alignment with strategy.

To research, analyse and interpret client/market/business data and deliverables to support implementation of strategic transformation initiatives and continuously improve operational efficiency.

Qualifications

Type of Qualification: First Degree

Field of Study: NQF Level 7 or equivalent relevant experience

Experience Required

Operations

3-4 years

Demonstrate an ability to review initiatives from inception to completion, analyse lessons learnt and assess opportunities for improvement to create more impactful execution. Able to provide evidence of continuous improvement projects driven through data analysis and lessons learned.

3-4 years

Demonstrate an understanding of project and change management principles and methodologies and applying this across different types of projects to drive tangible business value.

3-4 years

Demonstrate experience coordinating and facilitating teams and groups of stakeholders to understand the pain points, investigate solutions and achieve common goals.

3-4 years

Demonstrate an ability gather, review and analyse information from relevant sources and identify insights to inform Problem solving or solutioning across part of the value chain. Demonstrate an ability to position recommendations with stakeholders through data visualisation and storytelling.

3-4 years

Demonstrate curiosity within area of expertise which inspires investigation into trends and new developments to inform thought leadership with stakeholders.

Additional Information

This analyst role sits at the intersection of enabling a modernized client onboarding journey and digital transformation. The individual will play a pivotal role in translating strategic business objectives into scalable, intelligent process models that enhance operational efficiency and future relevance.

As part of the Intelligent Transformation value proposition within CIB Operations, the role demands a deep understanding of end-to-end onboarding journeys, and data flow design to support seamless integration across platforms. The analyst will collaborate with cross-functional teams to identify pain points, design and implement technical solutions, and ensure alignment with the transformation strategy through agile execution and measurable value realisation.

This is a high-impact role for someone who thrives in complex environment, can bridge business and technical domains, and is passionate about driving client-centric innovation through automation, analytics, and modern integration frameworks, which includes data mapping for the systems being integrated.

Exposure to system architecture solutioning would be advantageous.

Technical Competencies:

Change Enablement

Change Management (HR)

Client Business Case

Client Relationship Management

Continuous Improvement

Creative Problem Solving

Data Analytics & Visualization

Innovation Leader

Insight Storytelling

Operations Commercial Acumen

Process Analysis and Redesign

Process Automation Value Management

Project Management (Project Management)

Solution Design & Enablement

Stakeholder Management

Strategic Alignment & Execution

Strategy Definition

Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on or

Company Description
Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector's most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We're passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.

Job Description
To transform the user experience of CIB Operations' services through the prioritisation and execution of impactful and data driven solutions (Intelligent Process Model) to drive future relevance of business and optimisation of services in alignment with strategy.

To research, analyse and interpret client/market/business data and deliverables to support implementation of strategic transformation initiatives and continuously improve operational efficiency.

Qualifications
Type of Qualification:
First Degree

Field of Study:
NQF Level 7 or equivalent relevant experience

Experience Required
Operations

3-4 years

Demonstrate an ability to review initiatives from inception to completion, analyse lessons learnt and assess opportunities for improvement to create more impactful execution. Able to provide evidence of continuous improvement projects driven through data analysis and lessons learned.

3-4 years

Demonstrate an understanding of project and change management principles and methodologies and applying this across different types of projects to drive tangible business value.

3-4 years

Demonstrate experience coordinating and facilitating teams and groups of stakeholders to understand the pain points, investigate solutions and achieve common goals.

3-4 years

Demonstrate an ability gather, review and analyse information from relevant sources and identify insights to inform Problem solving or solutioning across part of the value chain. Demonstrate an ability to position recommendations with stakeholders through data visualisation and storytelling.

3-4 years

Demonstrate curiosity within area of expertise which inspires investigation into trends and new developments to inform thought leadership with stakeholders.

Additional Information

This analyst role sits at the intersection of enabling a modernized client onboarding journey and digital transformation. The individual will play a pivotal role in translating strategic business objectives into scalable, intelligent process models that enhance operational efficiency and future relevance.

As part of the Intelligent Transformation value proposition within CIB Operations, the role demands a deep understanding of end-to-end onboarding journeys, and data flow design to support seamless integration across platforms. The analyst will collaborate with cross-functional teams to identify pain points, design and implement technical solutions, and ensure alignment with the transformation strategy through agile execution and measurable value realisation.

This is a high-impact role for someone who thrives in complex environment, can bridge business and technical domains, and is passionate about driving client-centric innovation through automation, analytics, and modern integration frameworks, which includes data mapping for the systems being integrated.

Exposure to system architecture solutioning would be advantageous.

Technical Competencies:

• Change Enablement
• Change Management (HR)
• Client Business Case
• Client Relationship Management
• Continuous Improvement
• Creative Problem Solving
• Data Analytics & Visualization
• Innovation Leader
• Insight Storytelling
• Operations Commercial Acumen
• Process Analysis and Redesign
• Process Automation Value Management
• Project Management (Project Management)
• Solution Design & Enablement
• Stakeholder Management
• Strategic Alignment & Execution
• Strategy Definition

Who We Are

PIM Capital is an award-winning regulated financial services group currently operating in Guernsey, Mauritius, Botswana and South Africa. Affiliated with the Prime Investments Group, we employ over 45 staff in Mauritius, Guernsey and Botswana and a further 40 staff across our South African offices in Johannesburg and Cape Town. We specialise in fund services including administration, accounting, investor services and multi-jurisdictional distribution, supporting traditional and alternative fund structures and mandates.

What Makes Us Different

We recognise that happy people give the best of themselves at work. We also believe that technology provides infrastructure, but that people provide service. On that basis we do not track time, nor do we micromanage our teams. We simply work with committed, capable people and trust them to bring their best selves to work. Our business is collaborative, transparent and caring and we expect that anyone working with us matches our energy and enthusiasm for our clients and for each other.

Function Overview

This role is a key contributor to the fund administration and client onboarding functions, supporting the effective administration and onboarding of client structures and their investors in Guernsey. The role is client facing and operational, offering exposure to governance frameworks, corporate secretarial services and regulatory compliance making it ideal for professionals with experience in trust administration or company secretarial functions. The role involves direct client engagement and collaboration with senior stakeholders, helping to uphold corporate integrity, transparency, and regulatory alignment whilst being responsible for positive client experiences.

Key Responsibilities:

1.   Corporate Governance

• Ensure compliance with applicable corporate regulations in Guernsey with potential exposure to other jurisdictions.
• Maintain statutory records, including registers of directors, members, trustees, and UBOs.
• Filing of statutory returns and registry submissions as applicable.
• Assist with the incorporation, restructuring, and dissolution of client entities.

2.   Onboarding & Document Review

• Review onboarding documentation for new entities, directors, trustees, and clients to ensure completeness and compliance.
• Liaising with compliance teams in terms of new business
• Ensuring new business is taken on efficiently with a positive client experience.
• Support the onboarding and induction processes for new stakeholders.
• Maintain secure digital and physical filing systems of corporate and governance documentation.

3.   Board Support

• Coordinate and support the preparation and timely distribution of Board and committee packs, agendas, and supporting documentation.
• Attend meetings to record minutes, monitor action items, and ensure implementation of Board resolutions.
• Liaise with directors, functionaries, clients and committee members to facilitate governance oversight.

4.   Regulatory Filings & Compliance

• Oversee the accurate and timely submission of statutory filings, returns, and regulatory disclosures.
• Develop and monitor calendars and ensure adherence to filing deadlines and payment obligations.
• Support internal and external audits by preparing documentation and responding to queries.

5.   Policy Management

• Support the review and update of company policies and procedures.
• Monitor deliverables and assist in promoting best practices in corporate governance.
• Help track policy approvals and version controls.

6.   Client & Stakeholder Communication

• Act as a liaison between the business and clients, investors, directors, and external advisors.
• Engage directly with clients to address queries, provide updates, and ensure service delivery meets expectations.
• Facilitate professional communication between the Board, management, and stakeholders.

7.   Administrative Duties

• Provide general administrative support related to corporate governance and onboarding.
• Maintain digital and physical filing systems for governance documents.
• Support onboarding processes for new directors and committee members.

Qualifications & Experience

• Diploma or degree in Business Administration, Corporate Law, Corporate Governance, or a related field.
• Familiarity with Companies (Guernsey) Law and GFSC guidelines is highly advantageous.
• 3-4 years working experience in a similar role

Skills & Competencies

• Strong organisational and time management skills.
• Excellent written and verbal communication.
• Attention to detail and ability to handle confidential information.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• Ability to work collaboratively and take initiative under supervision.

ISTA Personnel Solutions South Africa is a dynamic and fast-growing BPO company based in South Africa, specializing in providing top-tier operational support to U.S.-based companies. We are not a recruitment agency—we are a dedicated extension of our clients' teams, delivering high-quality service with precision, efficiency, and a personal touch.

We are hiring

We are currently looking for a detail-oriented and proactive Payroll Software Onboarding Specialist to join our team on a part-time basis. As we continue to grow, we are seeking someone who can grow with us — starting with 10 hours a week, with the opportunity to increase as our client base expands.

We are looking to onboard someone ASAP. If you're excited about being a foundational part of a growing business, we would love to hear from you

PLEASE NOTE:

• Work Environment: This is a fully remote working role.
• Internet Requirements: A fixed fibre line with a minimum speed of 25 Mbps (upload & download) and support for a wired Ethernet connection is mandatory
• Power Backup: A reliable power backup solution is required to manage load shedding and power outages. Applicants without a power backup cannot be considered

• Guiding new clients through the onboarding process of a new payroll software
• Acting as a key point of contact for client setup and initial support
• Learning systems and processes to ensure smooth client transitions
• Supporting the payroll function in collaboration with the broader team

• Experience or strong understanding of payroll processes

• HR administration experience will be an added benefit

• Quick learner with the ability to grasp new software and tools

• Strong communication and client service skills
• Organized, detail-focused, and self-driven
• Comfortable working independently in a remote environment

• Flexible part-time hours (start with 10 hours/week)
• Remote work opportunity
• Be part of a growing company with long-term potential
• Play a pivotal role in client success and company growth

If you are not contacted within 14 working days, please consider your application unsuccessful.

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