372 Customer Retention jobs in South Africa

Product Knowledge
Understand each customer-facing Drivex service (e.g., eHailing, Grocery, Courier) and its user flows, app functionality, and operational dependencies.

Research
Gather data on user experience challenges, service gaps, and satisfaction patterns through CRM tools and user interviews.

Deliverables
Create satisfaction reports, support scripts, knowledge base content, and customer journey maps. Assist with loyalty programme content.

Communication
Act as a voice of the customer internally. Translate complex support cases into actionable product or operational changes.

Demonstrable record of improving customer experiences in tech/SaaS environments

3+ years in customer success, support, or digital service delivery

Ability to write clear, user-friendly communication and process guides

Degree or Diploma in Communications, Business, or IT

Multilingual ability is a strong advantage

Incentives tied to user satisfaction and retention metrics

Full CRM and digital communication training

Quarterly wellness and connectivity allowance

Attendance at Drivex community events and client activations

Mentorship and potential leadership development pathways

Contribution to innovation task forces and pilot groups

We are seeking a Billing Specialist & Customer Service Retention Manager who will take end-to-end ownership of our billing operations, customer support functions, and client retention strategy.

This is a foundational role , ideal for a self-starter ready to build and co-design the Finance and Customer Support department — including systems, processes, people, and policies — from the ground up. You will play a pivotal role in shaping the operational infrastructure that supports a growing insurance and financial product portfolios.

Key Responsibilities

• Partner with leadership to build out the Finance & Customer Support department , including staffing, systems selection, and SOP development.
• Design scalable workflows for billing, retention, missed collections, and client escalation handling.
• Set up foundational reporting, KPIs, and feedback loops to track billing health and customer satisfaction.
• Architect and manage end-to-end debit order processes , including collections, retries, reversals, and reporting.
• Liaise with debit order service providers and ensure technical and financial alignment.
• Administer insurance policy books with accurate reconciliation of premium payments vs. policy status.
• Oversee missed debit resolution and develop proactive collection strategies.
• Track and escalate premium-related issues to ensure policy integrity and compliance.

Customer Service & Retention

• Handle and resolve customer queries related to claims, billing issues, missed payments, and cancellations .
• Build and train a customer support team capable of managing inbound and outbound retention workflows.
• Implement retention strategies for clients at risk of lapsing, using data-driven engagement and objection handling.
• Ensure a seamless claims experience by coordinating with underwriters and policy administrators.

Compliance & Process Excellence

• Document all billing, retention, and support processes for internal use and audit compliance.
• Ensure strict POPIA compliance in all customer communications and data handling.
• Contribute to onboarding new insurance products / books, ensuring systems and service readiness.

Requirements

Experience & Skills :

• 3+ years in billing, finance operations, customer service, or insurance administration.
• Proven ability to manage and improve debit order collection systems .
• Demonstrated experience in building or scaling a support or finance function .
• Proficiency in using CRM and ticketing systems (e.g., Salesforce, Zoho, Freshdesk).
• Strong analytical, process-mapping, and reconciliation skills.
• Excellent communication, leadership, and negotiation skills.

Bonus if you have :

• Insurance, claims, or financial services background.
• Experience with tools like Debi Check, Netcash, Sage, or Xero.

What We Offer

• Competitive market salary + performance incentives.
• High-growth environment with real ownership.
• Opportunity to build a department from scratch and make a tangible business impact.
• A mission-driven team culture focused on integrity, efficiency, and service.

• Partner with leadership to build out the Finance & Customer Support department , including staffing, systems selection, and SOP development.
• Design scalable workflows for billing, retention, missed collections, and client escalation handling.
• Set up foundational reporting, KPIs, and feedback loops to track billing health and customer satisfaction.

• Architect and manage end-to-end debit order processes , including collections, retries, reversals, and reporting.
• Liaise with debit order service providers and ensure technical and financial alignment.
• Administer insurance policy books with accurate reconciliation of premium payments vs. policy status.
• Oversee missed debit resolution and develop proactive collection strategies.
• Track and escalate premium-related issues to ensure policy integrity and compliance.

• Handle and resolve customer queries related to claims, billing issues, missed payments, and cancellations .
• Build and train a customer support team capable of managing inbound and outbound retention workflows.
• Implement retention strategies for clients at risk of lapsing, using data-driven engagement and objection handling.
• Ensure a seamless claims experience by coordinating with underwriters and policy administrators.

• Document all billing, retention, and support processes for internal use and audit compliance.
• Ensure strict POPIA compliance in all customer communications and data handling.
• Contribute to onboarding new insurance products/books, ensuring systems and service readiness.

• 3+ years in billing, finance operations, customer service, or insurance administration.
• Proven ability to manage and improve debit order collection systems .
• Demonstrated experience in building or scaling a support or finance function .
• Proficiency in using CRM and ticketing systems (e.g., Salesforce, Zoho, Freshdesk).
• Strong analytical, process-mapping, and reconciliation skills.
• Excellent communication, leadership, and negotiation skills.

• Insurance, claims, or financial services background.
• Project management experience.
• Experience with tools like Debi Check, Netcash, Sage, or Xero.

• Competitive market salary + performance incentives.
• Flexible working model (remote/hybrid).
• High-growth environment with real ownership.
• Opportunity to build a department from scratch and make a tangible business impact.
• A mission-driven team culture focused on integrity, efficiency, and service.

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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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.
  
  

• 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
  
  

• 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
  
  

• 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
  
  

• 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
  
  

• 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
  
  

• 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
  
  

• 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)
  
  

• 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
  
  

• 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
  
  

• 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
  
  

• 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
  
  

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

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

• 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
  
  

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

• 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
  
  

• Seniority level Mid-Senior level

• Employment type Contract

• Job function Sales and Business Development
• Industries Advertising Services

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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.