112 Customer Service Roles jobs in Sandton

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.

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
  
  

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

• Grade 12 matric
  
  

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

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Consulting, Information Technology, and Sales
• Industries Insurance

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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.

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

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

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.

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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.

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

Who we are
We’re a global, fast-growing agency helping digital creators maximise revenue through smart strategies and operational excellence. Our fully remote team works collaboratively, values results, and moves quickly to make an impact.

Who we are looking for
A mid-weight sales operations professional with the drive and potential to grow into a senior role. You will work at the intersection of sales and operations - ensuring backend processes run smoothly, performance metrics are tracked and optimised and the frontend sales team is supported with reporting, follow-ups, and strategic input. While this role doesn’t lead a team at the start, you will be a key contributor to the agency’s growth and success.

What you will do

• Ensure backend sales processes are efficient, accurate, and scalable.
• Track, analyse, and optimise performance metrics.
• Provide the sales team with timely reports, follow-ups, and actionable insights.
• Build strong client relationships to ensure alignment and results.
• Assist in developing high-converting sales scripts and messaging.
• Identify opportunities for growth and improved efficiency across sales operations.

What you need

• Proven experience in sales operations, client engagement, or account management.
• Strong sales mindset and persuasive copywriting skills.
• Data-driven approach with excellent analytical skills.
• Ability to work cross-functionally between sales and operations.
• Fluent English and exceptional communication skills.
• Empathy, high social intelligence, and a feedback-driven style.

Nice to have

• Familiarity with Discord, Telegram, and Google Drive.

What we offer

• Competitive salary + performance bonuses.
• Fully remote with flexible hours.
• Global team in a fast-scaling agency.
• Clear growth path into a senior role.
• Collaborative culture and opportunities for professional development.
• Client relations
• Sales
• Strategy
• Copywriting
• Analytics
• Operations
• Processing
• Communication

Do you want to make a bigger and more significant impact? Are you looking to take on more responsibility, and help us deliver better service and solutions to our clients?

The Senior Manager role might be your next big challenge and a step up for your career.

We are looking for a Senior Manager: Client Relations and Project Delivery to join our team in Cape Town. The role implies being responsible for delivering innovative software solutions to our financial services clients.

1. Main focus:
2. Project & solution delivery - project management, driving priorities, managing constraints, open & efficient communication channels, quality focus
3. Client engagement & relations - building out true long-standing relationships based on trust and quality service
4. Team lead and people management - mentoring people, one-on-one’s, career discussions - challenging and developing our people
5. Business development - always looking to improve service & expand our offering to new business areas - exploring new business and tech themes
6. Technical lead and expert - growing and leading from an expert tech base - and tapping tech resources in our environment
7. Business insight - utilize and grow subject matter knowledge of our client’s business - providing better business solutions and consulting

We are looking for individuals who we can build a genuine relationship with, based on integrity and trust. People with a focus on Quality and Innovation, who display Enthusiasm and Commitment.

1. B.Sc, B.Eng or B.Com degree with IT related subjects as majors.
2. From one of the following universities: UCT, Stellenbosch, Wits, Pretoria, North West (Potchefstroom campus), Free State, KZN, Nelson Mandela, Johannesburg
3. With above average results. Guideline is 60% average at university.
4. Matric results – above average for Mathematics
5. Excellent communication skills - interpersonal, written and public speaking
6. Strong and proven organizational skills
7. Excellent analytical and problem-solving skills with a strong automation mindset
8. Critical thinker with quality focus

Desired Experience

1. At least 5 years’ worth of professional experience
2. Have a strong technical background with experience in software engineering and project management leadership
3. Significant experience leading projects from engagement through implementation and covering the full project lifecycle
4. Implementing scalable solutions and building enterprise-wide systems
5. Implementing and working with solutions for; system integration, middleware, automation, data migration, application interface, workflow & business process management
6. Technical delivery experience through scoping, design, configuration, system testing, deployment & ongoing refactoring
7. Business analysis, system analysis and requirements facilitation aspects of projects
8. Hands-on experience with application support
9. Knowledge of professional software engineering practices, including coding standards, code reviews, source control management, build processes and testing
10. Experience in different delivery methodologies with agile leadership desirable
11. Leading and mentoring other team members such as software engineers and analysts
12. A proven track record of success in project delivery, preferably working in a regulated Financial Services environment
13. Knowledge and experience of Financial Services business processes and functions. Preferably finance and operational processes such as money management, accounting, payments & collections, order management, reconciliation, data integrity control, system and data migration
14. Key coordinator and liaison with clients, business stakeholders, subject matter experts, project coordinators and delivery teams
15. Ability to understand systems from all levels: from the “big picture” enterprise-level view to the detailed level technical view

Job Title: Help Desk Operations and Technical Support (Stellenbosch)

Summary:

Seeking a tech-savvy professional to provide first and second-line support for IT systems and cloud infrastructure. This role focuses on troubleshooting, client support, and maintaining efficient operations across Microsoft Azure and Windows Server environments.

Key Responsibilities:
Provide Tier 1 & 2 support for applications and infrastructure.
Troubleshoot Azure and Windows Server issues.
Manage support tickets and meet SLA targets.
Assist users via Teams or phone with clear, non-technical communication.
Document procedures and escalate complex issues when needed.
Requirements:
2+ years in IT/help desk support.
Experience with Microsoft Azure and Windows Server.
Basic networking knowledge (DNS, DHCP, VPNs, firewalls).
PowerShell scripting familiarity.
Strong troubleshooting and communication skills.
Experience with ticketing systems (e.g., Jira).