164 Client Service Representative jobs in South Africa

Customer Support- Client Relations

Western Cape, Western Cape Exclusively Remote

Posted 13 days ago

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Job Description

workfromhome

Client Relationship Account Manager (SaaS is a plus)

Location: Remote

Hours: 3pm-11pm/4pm-12am SAST Monday - Friday

About the Role:
We're looking for a proactive and relationship-driven SaaS Account Manager to join our team. In this role, you'll be responsible for managing and growing relationships with our business clients, ensuring they receive maximum value from our platform, and helping drive customer retention and expansion.

Responsibilities:

  • Serve as the primary point of contact

  • Build strong, trusted relationships and ensure client satisfaction

  • Drive adoption and usage of our SaaS product through regular check-ins and strategic guidance

  • Identify upsell and cross-sell opportunities to grow accounts

  • Collaborate with product, support, and sales teams to resolve client issues and improve the customer experience

  • Monitor account health and usage data to proactively address risks and opportunities

  • Manage renewals and reduce churn

Requirements:

  • 2+ years of experience in account management, customer success

  • Strong communication and relationship-building skills

  • Ability to understand and explain technical concepts in a simple way

  • Highly organized and able to manage multiple clients and priorities

  • Experience with CRM tools (e.g., HubSpot, Salesforce) is a plus

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Client Relations Manager

Johannesburg, Gauteng SDC Group (Pty) Ltd

Posted 1 day ago

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Job Description

Job Description : Client Relations Manager REPORTS TO : Head of Operations OCCUPATIONAL LEVEL : Middle Management FUNCTIONAL AREA : SDC Skills Sales COMPANY : The Skills Development Corporation (Pty) Ltd LOCATION : 24 Achter Road, Paulshof, Sandton, Key Role Purpose

  • Leads and manages a sales team to achieve company revenue targets by developing and implementing sales strategies, managing the sales pipeline, recruiting and training sales representatives, and motivating the team to generate leads and build client relationships.
  • Understanding client needs, communicating effectively, and acting as a liaison between clients and internal teams.
  • Retain existing clients and drive new business growth.

Key Outcomes

  • Leadership and Team Management
  • Sales strategy and planning
  • Sales performance and reporting
  • Client Relations and Business Development
  • Meeting and Project Management
  • Training & Development
  • General Duties Role Requirement Essence of the role / Key Accountabilities Key Activities Leadership and Team Management Overseeing the daily operations of the sales team, including managing the sales pipeline, coaching and mentoring sales representatives, and addressing performance issues Identifying, interviewing, and hiring new sales team members who meet the company's requirements Providing ongoing training and development opportunities for sales representatives to enhance their skills and knowledge Sales strategy and planning Identifying and developing effective sales strategies, tactics, and processes to drive sales and achieve revenue goals Establishing realistic and achievable sales goals and quotas for individual sales representatives and the overall team Tracking and managing the sales pipeline to identify opportunities, forecast sales, and prioritize leads Creating and implementing comprehensive sales plans that align with the company's overall business strategy Sales performance and reporting Regularly tracking and analysing sales performance data, identifying areas for improvement, and adjusting sales strategies as needed Generating reports on sales activity, analysing performance metrics, and providing regular forecasts of future sales Developing and managing the sales budget, ensuring that resources are allocated effectively to support sales efforts Client Relations and Business Development Developing and maintaining strong relationships with key clients, understanding their needs, and ensuring their satisfaction Developing and implementing strategies to generate new leads and opportunities Collaborating with marketing, product development, and other departments to ensure alignment and support for sales efforts Managing communications between key clients and internal teams Coordinate with company operations so that the client's expectations are met Develop initiatives to increase client satisfaction and retention Negotiating contracts with clients and establishing timeline of performance Meeting and Project Management Coordinate diaries of the sales team and self Conclude meeting / s with new, potential and existing clients Understand the needs and requirements of all new and potential clients Presentation of current offer / s to all new and potential clients Agree on proposal terms : Number of learners Demographics Onsite or offsite solution Qualification Payment terms Start date Appointments for all renewals must be set on the basis listed below : For all SDC clients, irrespective of where the client is based, one client visit needs to be done per year, over and above the renewal meeting as stated above All client renewal visits must be set within a minimum period of 60 Days before the completion of the clients' current program All renewal documentation must be completed no later than one month before the completion of the clients' current program Act as the key interface between the client and all relevant departments Manage a client's project / s from beginning to end Maintain and update client contact records Meeting all client needs and deliverables according to proposed timelines Client Proposal Complete a skills analysis for new / potential clients Draft and populate proposal as per the proposed terms discussed in the meeting Forward prepared proposal through to client with additional information required Follow up on the proposal after two days, if the client has accepted or not If the proposal is accepted, receive the signed proposal from the client, with the supporting documents : Tax Clearance Company Registration Documents Fixed Term Contract / s Letter of Delegation (if applicable) Distribution of induction email to the various departments (Sourcing, Projects, Operations, Admin, Facilitation, Finance and SETA Liaison) The induction email content forwarded to all HOD's, include : The signed proposal and supporting documents Demographics Qualification Contract dates Fixed Term Contract template Invoice terms Hosting of learner Payroll due date Workplace Health Plan (WHP) Training & Development
  • Keep up to date with legislative requirements on the B-BBEE Act, Skills Development Act, Skills Development Levies Act, The Income Tax Act, and any other Act as required for the completion of this Role
  • Continuously train and develop all the sales team and associates of the company
  • Host a Skills Development Workshop annually General Duties
  • Complete all tender applications for and behalf of the company
  • Ensure all Service Level Agreements are completed, signed and stored
  • Represent the organisation at sales and marketing conventions, trade exhibitions and other forums
  • Complete monthly payment schedules for finance department
  • Complete Supplier & Enterprise Development Contracts and reconciliations for loans
  • Complete Sales team commission recons monthly
  • Assist clients with information required for their B-BBEE Audit
  • Bi-weekly meetings with all HOD's Job Specific Requirements Competencies (Knowledge, skills and attributes) Competency / Performance Drivers Technical / Professional Expertise Able to multi-task, prioritize and manage time efficiently Goal-orientated, organised team player Encouraging to team / staff, able to mentor and lead Excellent verbal and written communication skills Have excellent people skills and intuitive to client's business needs Highly self-motivated and self-directed Delivering Results and Meeting Client Expectations Knowledge and understanding of various legislation Problem solving skills Ability to function independently and under pressure and commit to deadlines Computer Literacy, with emphasis on Excel skills Strong negotiation skills, with ability follow through on client contracts Proven results of delivering client solutions and meeting sales goals Knowledge and understanding of The BBBEE Act, The Skills Development & Skills Development Levies Act, The Income Tax Act, The New Minimum Wage Act, The Employment Equity Act, The Codes of Good Practice on People with Disabilities Acquire a thorough knowledge and understanding of key client needs and requirements Qualifications Minimum
  • National Diploma in Sales and Marketing
  • Business Administration
  • Client Relationship Management
  • Communications Ideal BCom Degree in business commerce, such as Sales and Marketing or Finance MDP B-BBEE Experience Minimum 3 / 4 years relevant managerial experience, with at least 3 years at middle management level Proven track record of sales successes Proven track record of meeting targets and generating new business Ideal
  • A minimum of 5 years' experience, at senior management level with full competence as a Client Relations Manager / Sales Manager Remuneration
  • Basic Salary – R35 ,00 to R50 ,00 (negotiable dependant on experience)
  • Commission earned - paid monthly with salary package, dependant on monthly targets achieved
  • Provident fund, disability & risk benefit after 6 months permanent employment – fully company funded Disclaimer The above job profile is intended to describe in general the nature and level of work performed by employees of the company assigned to this job role.

It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and qualifications.

The Skills Development Corporation reserves the right to amend and change responsibilities to meet the needs of the business as necessary.

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Client Relations Liaison

Stellenbosch, Western Cape Daisy Business Solutions

Posted 1 day ago

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Job Description

Job Functions

  • Building and maintaining relationships with clients/customers
  • Conducting business reviews to ensure clients are satisfied with their products and services
  • Alerting the sales team to opportunities for further sales within key clients
  • Informing customers of new product offerings
  • Attending meetings with clients to build relationships with existing accounts
  • Achieving client relationship targets and KPI’s as set by the Head of Sales
  • Working closely with Sales Managers and Sales Representatives
  • Escalating and resolving areas of concern as raised by clients
  • Carrying out client satisfaction surveys and reviews
  • Passing leads to the sales team and following up on progress
  • Liaising with internal departments to ensure client needs are fulfilled effectively
  • Adhere to weekly appointment targets and sales GP targets

Requirements And Skills

  • Minimum Grade 12
  • 2-3 years sales experience
  • Strong interpersonal skills and an ability to build rapport with customers
  • Previous experience working as a client relations liaison or a track record of managing client relationships
  • Hardworking with a strong work ethic
  • Target-driven and competitive
  • Must have your own vehicle
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Consultant - Client Relations

Johannesburg, Gauteng Kaelo

Posted 11 days ago

Job Viewed

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Job Description

Kaelo Johannesburg, Gauteng, South Africa

Kaelo Johannesburg, Gauteng, South Africa

Company Description

Kaelo provides essential healthcare solutions ensuring the physical and psychosocial wellbeing of all South Africans towards lasting social change. Kaelo meets the Healthcare needs of Corporate and Retail clients across South Africa – products offerings include Medical Insurance, Medical Aid, Gap Insurance, Kaelo Money and employee assistance programmes.

Company Description

Kaelo provides essential healthcare solutions ensuring the physical and psychosocial wellbeing of all South Africans towards lasting social change. Kaelo meets the Healthcare needs of Corporate and Retail clients across South Africa – products offerings include Medical Insurance, Medical Aid, Gap Insurance, Kaelo Money and employee assistance programmes.

Job Description

Purpose

The Client Relations Consultant manages the relationships with our clients, building long sustainable business relationships. Focusing on growth through opportunities and key relationship management outcomes. Ensuring retention of business and enhanced loyalty to our brand. Working closely with the sales and operational teams to manage relationships with clients and continuously improve and adapt.

  • Building and maintaining relationships with clients and key personnel within key account companies
  • Conducting reviews and needs based research to ensure clients are satisfied with products and services
  • Identify and implement up-sell and cross selling opportunities
  • Creating awareness of product offerings and ensuring knowledge is transferred to all levels of audiences
  • Escalating and resolving areas of concern as raised by clients , through accurate root cause analysis and ensuring continuous improvement is driven
  • Manage a portfolio of clients in accordance to the agreed Service Level Agreement
  • Develop and enhance retention and growth strategies
  • Develop, maintain and improve consistent client communication and engagements
  • Track, measure and evaluate the effectiveness of CRM processes within each client
  • Review, analyse reports and submit recommendations for new opportunities and align to the purpose of the business offerings.
  • Work with our clients in accordance with the SLA and ensure that all planned services are delivered and administrated in terms of requirements
  • Manage and strengthen the relationship with all clients in the portfolio
  • Ensure that all events are planned and implemented effectively. Ensuring to measure success and improvements
  • Ensure that all events are monitored in accordance with the allocated budget
  • Document all meetings and ensure clients receive feedback within agreed upon turn-around times
  • Develop pro-active initiatives that improve the client's business and efficiencies within Kaelo

Qualifications

Qualifications

PERSON DETAILS : WORK EXPERIENCE

Required

  • 3 – 5 Years Corporate Client Servicing Experience
  • Health care industry experience
  • Facilitation and presentation experience
  • Service and sales experience
  • Event and knowledge management

Preferred

Education and or training background

EDUCATION : QUALIFICATIONS : ACCREDITATIONS WITH PROFESSIONAL BODY

Required

  • Grade 12 matric

Required

TECHNICAL SKILLS OR KNOWLEDGE

  • Report writing skills
  • Process skills
  • PowerPoint and presentation skills

Additional Information

Accountability

Action orientated

Communication

Business Writing And Presentation Skills

Problem solving skills

Creative thinking

Strong Relationship Skills

Growth and development mind-set

Planning and organisation

Resilient and adaptive

Systems thinking and connecting ability

Professional and brand conscious

Should you progress in the interview process, we may request special person information* from you. We strive to only gather this information during the offer stage and use encryption based software to protect this information.

Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Consulting, Information Technology, and Sales
  • Industries Insurance

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Consultant - Client Relations

Johannesburg, Gauteng Kaelo

Posted 18 days ago

Job Viewed

Tap Again To Close

Job Description

Kaelo provides essential healthcare solutions ensuring the physical and psychosocial wellbeing of all South Africans towards lasting social change. Kaelo meets the Healthcare needs of Corporate and Retail clients across South Africa – products offerings include Medical Insurance, Medical Aid, Gap Insurance, Kaelo Money and employee assistance programmes.

Job Description

Purpose

The Client Relations Consultant manages the relationships with our clients, building long sustainable business relationships. Focusing on growth through opportunities and key relationship management outcomes. Ensuring retention of business and enhanced loyalty to our brand. Working closely with the sales and operational teams to manage relationships with clients and continuously improve and adapt.

  • Building and maintaining relationships with clients and key personnel within key account companies
  • Conducting reviews and needs based research to ensure clients are satisfied with products and services
  • Identify and implement up-sell and cross selling opportunities
  • Creating awareness of product offerings and ensuring knowledge is transferred to all levels of audiences
  • Escalating and resolving areas of concern as raised by clients , through accurate root cause analysis and ensuring continuous improvement is driven
  • Manage a portfolio of clients in accordance to the agreed Service Level Agreement
  • Develop and enhance retention and growth strategies
  • Develop, maintain and improve consistent client communication and engagements
  • Track, measure and evaluate the effectiveness of CRM processes within each client
  • Review, analyse reports and submit recommendations for new opportunities and align to the purpose of the business offerings.
  • Work with our clients in accordance with the SLA and ensure that all planned services are delivered and administrated in terms of requirements
  • Manage and strengthen the relationship with all clients in the portfolio
  • Ensure that all events are planned and implemented effectively. Ensuring to measure success and improvements
  • Ensure that all events are monitored in accordance with the allocated budget
  • Document all meetings and ensure clients receive feedback within agreed upon turn-around times
  • Develop pro-active initiatives that improve the client's business and efficiencies within Kaelo
Qualifications

Qualifications

PERSON DETAILS : WORK EXPERIENCE

REQUIRED

  • Health care industry experience
  • Facilitation and presentation experience
  • Service and sales experience
  • Event and knowledge management

PREFERRED

Education and or training background

REQUIRED

  • Grade 12 matric

TECHNICAL SKILLS OR KNOWLEDGE

REQUIRED

  • Report writing skills
  • Process skills
  • PowerPoint and presentation skills
Additional Information

Accountability

Action orientated

Communication

Business writing and presentation skills

Creative thinking

Strong relationship skills

Growth and development mind-set

Planning and organisation

Resilient and adaptive

Systems thinking and connecting ability

Professional and brand conscious

Should you progress in the interview process, we may request special person information* from you. We strive to only gather this information during the offer stage and use encryption based software to protect this information.

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Client Relations Manager

Johannesburg, Gauteng ExecutivePlacements.com - The JOB Portal

Posted 18 days ago

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Job Description

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Recruiter:

SDC Group (Pty) Ltd

Job Ref:



Date posted:

Friday, June 20, 2025

Location:

Johannesburg, South Africa

SUMMARY:

POSITION INFO:

Job Description:

Client Relations Manager

REPORTS TO:

Head of Operations

OCCUPATIONAL LEVEL:

Middle Management

FUNCTIONAL AREA:

SDC Skills Sales

COMPANY:

The Skills Development Corporation (Pty) Ltd

LOCATION:

24 Achter Road, Paulshof, Sandton, 2191

Key Role Purpose

  • Leads and manages a sales team to achieve company revenue targets by developing and implementing sales strategies, managing the sales pipeline, recruiting and training sales representatives, and motivating the team to generate leads and build client relationships.
  • Understanding client needs, communicating effectively, and acting as a liaison between clients and internal teams.
  • Retain existing clients and drive new business growth.

Key Outcomes

  • Leadership and Team Management
  • Sales strategy and planning
  • Sales performance and reporting
  • Client Relations and Business Development
  • Meeting and Project Management
  • Client proposal
  • Training & Development
  • General Duties

Role Requirement

Essence of the role/Key Accountabilities

Key Activities

Leadership and Team Management

  • Overseeing the daily operations of the sales team, including managing the sales pipeline, coaching and mentoring sales representatives, and addressing performance issues
  • Identifying, interviewing, and hiring new sales team members who meet the company's requirements
  • Providing ongoing training and development opportunities for sales representatives to enhance their skills and knowledge

Sales strategy and planning

  • Identifying and developing effective sales strategies, tactics, and processes to drive sales and achieve revenue goals
  • Establishing realistic and achievable sales goals and quotas for individual sales representatives and the overall team
  • Tracking and managing the sales pipeline to identify opportunities, forecast sales, and prioritize leads
  • Creating and implementing comprehensive sales plans that align with the company's overall business strategy

Sales performance and reporting

  • Regularly tracking and analysing sales performance data, identifying areas for improvement, and adjusting sales strategies as needed
  • Generating reports on sales activity, analysing performance metrics, and providing regular forecasts of future sales
  • Developing and managing the sales budget, ensuring that resources are allocated effectively to support sales efforts

Client Relations and Business Development

  • Developing and maintaining strong relationships with key clients, understanding their needs, and ensuring their satisfaction
  • Developing and implementing strategies to generate new leads and opportunities
  • Collaborating with marketing, product development, and other departments to ensure alignment and support for sales efforts
  • Managing communications between key clients and internal teams
  • Coordinate with company operations so that the client’s expectations are met
  • Develop initiatives to increase client satisfaction and retention
  • Negotiating contracts with clients and establishing timeline of performance

Meeting and Project Management

  • Coordinate diaries of the sales team and self
  • Conclude meeting/s with new, potential and existing clients
  • Understand the needs and requirements of all new and potential clients
  • Presentation of current offer/s to all new and potential clients
  • Agree on proposal terms:
  • Number of learners
  • Demographics
  • Onsite or offsite solution
  • Qualification
  • Payment terms
  • Start date
  • Appointments for all renewals must be set on the basis listed below:
  • For all SDC clients, irrespective of where the client is based, one client visit needs to be done per year, over and above the renewal meeting as stated above
  • All client renewal visits must be set within a minimum period of 60 Days before the completion of the clients’ current program
  • All renewal documentation must be completed no later than one (1) month before the completion of the clients’ current program
  • Act as the key interface between the client and all relevant departments
  • Manage a client’s project/s from beginning to end
  • Maintain and update client contact records
  • Meeting all client needs and deliverables according to proposed timelines

Client Proposal

  • Complete a skills analysis for new/potential clients
  • Draft and populate proposal as per the proposed terms discussed in the meeting
  • Forward prepared proposal through to client with additional information required
  • Follow up on the proposal after two (2) days, if the client has accepted or not
  • If the proposal is accepted, receive the signed proposal from the client, with the supporting documents:
  • Tax Clearance
  • Company Registration Documents
  • Fixed Term Contract/s
  • Letter of Delegation (if applicable)
  • Distribution of induction email to the various departments (Sourcing, Projects, Operations, Admin, Facilitation, Finance and SETA Liaison)
  • The induction email content forwarded to all HOD’s, include:
  • The signed proposal and supporting documents
  • Demographics
  • Qualification
  • Contract dates
  • Fixed Term Contract template
  • Invoice terms
  • Hosting of learner
  • Payroll due date
  • Workplace Health Plan (WHP)

Training & Development

  • Keep up to date with legislative requirements on the B-BBEE Act, Skills Development Act, Skills Development Levies Act, The Income Tax Act, and any other Act as required for the completion of this Role
  • Continuously train and develop all the sales team and associates of the company
  • Host a Skills Development Workshop annually

General Duties

  • Complete all tender applications for and behalf of the company
  • Ensure all Service Level Agreements are completed, signed and stored
  • Represent the organisation at sales and marketing conventions, trade exhibitions and other forums
  • Complete monthly payment schedules for finance department
  • Complete Supplier & Enterprise Development Contracts and reconciliations for loans
  • Complete Sales team commission recons monthly
  • Assist clients with information required for their B-BBEE Audit
  • Bi-weekly meetings with all HOD’s

Job Specific Requirements

Competencies (Knowledge, skills and attributes)

Competency / Performance Drivers

Technical / Professional Expertise

  • Able to multi-task, prioritize and manage time efficiently
  • Goal-orientated, organised team player
  • Encouraging to team/staff, able to mentor and lead
  • Excellent verbal and written communication skills
  • Have excellent people skills and intuitive to client’s business needs
  • Highly self-motivated and self-directed
  • Delivering Results and Meeting Client Expectations
  • Knowledge and understanding of various legislation
  • Problem solving skills
  • Ability to function independently and under

pressure and commit to deadlines

  • Computer Literacy, with emphasis on Excel skills
  • Strong negotiation skills, with ability follow through on client contracts
  • Proven results of delivering client solutions and meeting sales goals
  • Knowledge and understanding of The BBBEE Act, The Skills Development & Skills Development Levies Act, The Income Tax Act, The New Minimum Wage Act, The Employment Equity Act, The Codes of Good Practice on People with Disabilities
  • Acquire a thorough knowledge and understanding of key client needs and requirements

Qualifications

Minimum

  • National Diploma in Sales and Marketing
  • Business Administration
  • Client Relationship Management
  • Communications

Ideal

  • BCom Degree in business commerce, such as Sales and Marketing or Finance
  • MDP B-BBEE

Experience

Minimum

  • 3/4 years relevant managerial experience, with at least 3 years at middle management level
  • Proven track record of sales successes
  • Proven track record of meeting targets and generating new business

Ideal

  • A minimum of 5 years’ experience, at senior management level with full competence as a Client Relations Manager/Sales Manager

Remuneration

  • Basic Salary – R35 000,00 to R50 000,00 (negotiable dependant on experience)
  • Commission earned - paid monthly with salary package, dependant on monthly targets achieved
  • Provident fund, disability & risk benefit after 6 months permanent employment – fully company funded

Disclaimer

The above job profile is intended to describe in general the nature and level of work performed by employees of the company assigned to this job role. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and qualifications. The Skills Development Corporation reserves the right to amend and change responsibilities to meet the needs of the business as necessary.



Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Contract
Job function
  • Job function Sales and Business Development
  • Industries Advertising Services

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Client Relations Manager

Johannesburg, Gauteng SDC Group (Pty) Ltd

Posted 10 days ago

Job Viewed

Tap Again To Close

Job Description

Job Description:

Client Relations Manager

REPORTS TO:

Head of Operations

OCCUPATIONAL LEVEL:

Middle Management

FUNCTIONAL AREA:

SDC Skills Sales

COMPANY:

The Skills Development Corporation (Pty) Ltd

LOCATION:

24 Achter Road, Paulshof, Sandton, 2191

Key Role Purpose

· Leads and manages a sales team to achieve company revenue targets by developing and implementing sales strategies, managing the sales pipeline, recruiting and training sales representatives, and motivating the team to generate leads and build client relationships.

· Understanding client needs, communicating effectively, and acting as a liaison between clients and internal teams.

· Retain existing clients and drive new business growth.

Key Outcomes

· Leadership and Team Management

· Sales strategy and planning

· Sales performance and reporting

· Client Relations and Business Development

· Meeting and Project Management

· Client proposal

· Training & Development

· General Duties

Role Requirement

Essence of the role/Key Accountabilities

Key Activities

Leadership and Team Management

• Overseeing the daily operations of the sales team, including managing the sales pipeline, coaching and mentoring sales representatives, and addressing performance issues

• Identifying, interviewing, and hiring new sales team members who meet the company's requirements

• Providing ongoing training and development opportunities for sales representatives to enhance their skills and knowledge

Sales strategy and planning

• Identifying and developing effective sales strategies, tactics, and processes to drive sales and achieve revenue goals

• Establishing realistic and achievable sales goals and quotas for individual sales representatives and the overall team

• Tracking and managing the sales pipeline to identify opportunities, forecast sales, and prioritize leads

• Creating and implementing comprehensive sales plans that align with the company's overall business strategy

Sales performance and reporting

• Regularly tracking and analysing sales performance data, identifying areas for improvement, and adjusting sales strategies as needed

• Generating reports on sales activity, analysing performance metrics, and providing regular forecasts of future sales

• Developing and managing the sales budget, ensuring that resources are allocated effectively to support sales efforts

Client Relations and Business Development

• Developing and maintaining strong relationships with key clients, understanding their needs, and ensuring their satisfaction

• Developing and implementing strategies to generate new leads and opportunities

• Collaborating with marketing, product development, and other departments to ensure alignment and support for sales efforts

• Managing communications between key clients and internal teams

• Coordinate with company operations so that the client’s expectations are met

• Develop initiatives to increase client satisfaction and retention

• Negotiating contracts with clients and establishing timeline of performance

Meeting and Project Management

• Coordinate diaries of the sales team and self

• Conclude meeting/s with new, potential and existing clients

• Understand the needs and requirements of all new and potential clients

• Presentation of current offer/s to all new and potential clients

• Agree on proposal terms:

• Number of learners

• Demographics

• Onsite or offsite solution

• Qualification

• Payment terms

• Start date

• Appointments for all renewals must be set on the basis listed below:

• For all SDC clients, irrespective of where the client is based, one client visit needs to be done per year, over and above the renewal meeting as stated above

• All client renewal visits must be set within a minimum period of 60 Days before the completion of the clients’ current program

• All renewal documentation must be completed no later than one (1) month before the completion of the clients’ current program

• Act as the key interface between the client and all relevant departments

• Manage a client’s project/s from beginning to end

• Maintain and update client contact records

• Meeting all client needs and deliverables according to proposed timelines

Client Proposal

• Complete a skills analysis for new/potential clients

• Draft and populate proposal as per the proposed terms discussed in the meeting

• Forward prepared proposal through to client with additional information required

• Follow up on the proposal after two (2) days, if the client has accepted or not

• If the proposal is accepted, receive the signed proposal from the client, with the supporting documents:

• Tax Clearance

• Company Registration Documents

• Fixed Term Contract/s

• Letter of Delegation (if applicable)

• Distribution of induction email to the various departments (Sourcing, Projects, Operations, Admin, Facilitation, Finance and SETA Liaison)

• The induction email content forwarded to all HOD’s, include:

• The signed proposal and supporting documents

• Demographics

• Qualification

• Contract dates

• Fixed Term Contract template

• Invoice terms

• Hosting of learner

• Payroll due date

• Workplace Health Plan (WHP)

Training & Development

· Keep up to date with legislative requirements on the B-BBEE Act, Skills Development Act, Skills Development Levies Act, The Income Tax Act, and any other Act as required for the completion of this Role

· Continuously train and develop all the sales team and associates of the company

· Host a Skills Development Workshop annually

General Duties

· Complete all tender applications for and behalf of the company

· Ensure all Service Level Agreements are completed, signed and stored

· Represent the organisation at sales and marketing conventions, trade exhibitions and other forums

· Complete monthly payment schedules for finance department

· Complete Supplier & Enterprise Development Contracts and reconciliations for loans

· Complete Sales team commission recons monthly

· Assist clients with information required for their B-BBEE Audit

· Bi-weekly meetings with all HOD’s

Job Specific Requirements

Competencies (Knowledge, skills and attributes)

Competency / Performance Drivers

Technical / Professional Expertise

• Able to multi-task, prioritize and manage time efficiently

• Goal-orientated, organised team player

• Encouraging to team/staff, able to mentor and lead

• Excellent verbal and written communication skills

• Have excellent people skills and intuitive to client’s business needs

• Highly self-motivated and self-directed

• Delivering Results and Meeting Client Expectations

• Knowledge and understanding of various legislation

• Problem solving skills

• Ability to function independently and under

pressure and commit to deadlines

• Computer Literacy, with emphasis on Excel skills

• Strong negotiation skills, with ability follow through on client contracts

• Proven results of delivering client solutions and meeting sales goals

• Knowledge and understanding of The BBBEE Act, The Skills Development & Skills Development Levies Act, The Income Tax Act, The New Minimum Wage Act, The Employment Equity Act, The Codes of Good Practice on People with Disabilities

• Acquire a thorough knowledge and understanding of key client needs and requirements

Qualifications

Minimum

· National Diploma in Sales and Marketing

· Business Administration

· Client Relationship Management

· Communications

Ideal

• BCom Degree in business commerce, such as Sales and Marketing or Finance

• MDP B-BBEE

Experience

Minimum

• 3/4 years relevant managerial experience, with at least 3 years at middle management level

• Proven track record of sales successes

• Proven track record of meeting targets and generating new business

Ideal

• A minimum of 5 years’ experience, at senior management level with full competence as a Client Relations Manager/Sales Manager

Remuneration

· Basic Salary – R35 000,00 to R50 000,00 (negotiable dependant on experience)

· Commission earned - paid monthly with salary package, dependant on monthly targets achieved

· Provident fund, disability & risk benefit after 6 months permanent employment – fully company funded

Disclaimer

The above job profile is intended to describe in general the nature and level of work performed by employees of the company assigned to this job role. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and qualifications. The Skills Development Corporation reserves the right to amend and change responsibilities to meet the needs of the business as necessary.

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Manager - Client Relations Management

Johannesburg, Gauteng PPS

Posted 8 days ago

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Job Description

Job Title: Manager - Client Relations Management

Location: Gauteng, Johannesburg | Deadline: August 11, 2025

Education:

  • Bachelor's degree in sales, marketing, or related field
  • Business Management / Economics / Investments or similar

Experience:

  • Minimum of 5 years' management experience
  • At least 2 years in the Financial Services industry
  • 5-8 years of relevant work experience in similar environments
  • Proven success in client services within financial services
  • Strong industry knowledge and business acumen

Duties and Responsibilities

Service Delivery

  • Provide client services to clients, intermediaries, and distribution channels within the financial services sector
  • Develop client engagement and experience strategies using NPS
  • Handle client and intermediary queries and complaints via multiple channels
  • Ensure comprehensive product, service, and technical knowledge for query resolution
  • Collaborate across departments to improve client experience
  • Assess and prioritize service issues and inquiries
  • Conduct investigations and root cause analyses for timely resolution
  • Maintain service excellence and compliance with standards and regulations
  • Promote PPS technology offerings
  • Stay informed on legislative and industry changes
  • Drive continuous improvement in client experience and self-service platforms
  • Coordinate with operations to enhance client interactions
  • Apply technical understanding of PPS offerings to daily tasks
  • Benchmark against industry standards and analyze competitors
  • Support departmental learning and training initiatives
  • Manage quality assurance, analytics, and regulatory reporting

Relationship Building & Communication

  • Collaborate across business units to meet objectives
  • Resolve administrative and service challenges
  • Build and sustain relationships with clients and stakeholders
  • Analyze and report on exception data and trends
  • Conduct feedback forums and trend analyses
  • Identify and implement process improvements

People Management

  • Oversee recruitment, goal setting, coaching, and performance management of the client relations team
  • Monitor work output and resource allocation
  • Enhance team productivity through innovative motivation strategies
  • Ensure staff training and development
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Legal Support & Client Relations Assistant

Job Duck

Posted today

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Job Description

workfromhome
Legal Support & Client Relations Assistant

Join to apply for the Legal Support & Client Relations Assistant role at Job Duck

Legal Support & Client Relations Assistant

2 days ago Be among the first 25 applicants

Join to apply for the Legal Support & Client Relations Assistant role at Job Duck

JOB DUCK IS HIRING A LEGAL SUPPORT & CLIENT RELATIONS ASSISTANT

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 in a row!

Role Overview

We are seeking an efficient and personable Legal Support & Client Relations Assistant to support a busy estate planning, elder law, and probate attorney. This role is ideal for someone who is highly organized, patient, and independent, with excellent communication skills. You will handle email management, follow-ups with potential clients, scheduling, and document preparation, helping streamline the attorney’s day-to-day operations. If you speak slowly, enunciate clearly, and enjoy supporting a professional while making processes more efficient, this opportunity is perfect for you. Your proactive attitude and strong communication will ensure a smooth workflow and meaningful client interactions.

Schedule:

9:00 AM – 6:00 PM MST(USA)

Your Responsibilities Will Include but Are Not Limited To:

  • Managing email correspondence and follow-up with potential clients
  • Scheduling appointments and meetings
  • Sending engagement letters and forms to potential clients
  • E-filing documents with courts
  • Preparing legal and support documents
  • Assisting with creating or refining Standard Operating Procedures (SOPs)
  • Supporting administrative tasks to improve daily operations

What We’re Looking For:

  • At least one or two years of proven experience supporting attorneys or legal professionals, preferably in estate planning or probate
  • Excellent spoken and written English skills, enunciating clearly
  • Experience managing email, scheduling, and legal document handling
  • Familiarity with e-filing and legal procedures (preferred but not mandatory)
  • A highly organized and efficient individual
  • Patience, insistence, and the ability to handle multiple priorities calmly
  • An independent worker with a proactive approach
  • The ability to manage email, scheduling, and document preparation with precision
  • Comfortable working with legal and court filing systems

What’s In It for You:

  • Monthly compensation ranging from 1060 USD to 1150 USD.
  • Paid time off and holiday pay.
  • Referral and annual bonuses.
  • 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.

By clicking on the APPLY button you consent us reaching out to you through Whatsapp and/or email to follow-up regarding your application process.

Seniority level
  • Seniority level Entry level
Employment type
  • Employment type Full-time
Job function
  • Job function Legal, Administrative, and Customer Service
  • Industries Human Resources Services

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OMF Client Relations Consultant (George)

George, Western Cape Old Mutual

Posted 8 days ago

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Job Description

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity, and our diverse talent reflects this.

Job Description

This role involves assisting clients either telephonically or face-to-face, in accordance with business, process, and compliance rules. The incumbent is individually accountable for achieving results through their own efforts. It is a customer-focused role.

Responsibilities include:

  • Providing telephonic and face-to-face service to customers.
  • Adhering to service and quality standards.
  • Following business, process, and compliance rules.
  • Maintaining a moderate to high level of technical knowledge.
  • Being multi-skilled across products and processes relevant to the business area.

Skills and Competencies

  • Action Oriented
  • Communicates Effectively
  • Customer Focus
  • Decision Quality
  • Ensures Accountability
  • Instills Trust
  • Interpersonal Savvy
  • Nimble Learning

Education

Matriculation Certificate (Matric) (Required)

Closing Date

10 August 2025, 23:59

Note: The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

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