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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

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

•

We are searching for a Client Relations Manager. The successful candidate will be responsible for developing and maintaining relationships with Insurers, Brokers, and underwriting Managers. Also managing assessing administrators, ensuring the smooth running of Operations in order to optimise profits.

Key responsibilities:

Ensure requisite administration and authorisation takes place for validation of procurement process.

Ensure internal and external governance and compliance is always adhered to.

Provide superior liaison with external partners to retain current business and attract new business

Identify and report irregularities to risk management.

Ensure accurate administration of monthly payments and purchases.

Relevant tertiary qualification 

National Senior Certificate (Grade 12)

3-5 years of General Management, Client and Customer Service experience

Salesforce and Zendesk experience advantageous

Microsoft Excel - Advanced

Reliable transport

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

To provide a positive customer experience by being helpful and sensitive to customer needs, managing expectations, and providing solutions, including directing customers to the correct channel in adherence to procedural, productivity, and quality standards. Has a good understanding of products and services.

Responsibilities

1. Product/Service Information : Provide advanced product/service information.
2. Customer Order Processing : Record and process customer orders, selecting the most appropriate approach based on predefined options.
3. Resolving Customer Issues : Respond to basic and advanced customer issues, such as returns, exchanges, and complaints; escalate appropriately.
4. Customer Relationship Development / Prospecting : Make calls (by telephone or in person) to potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
5. Customer Relationship Management (CRM) Data : Enter relevant information into the CRM system after each contact with a customer to ensure quality data for effective customer retention and business development.
6. Customer Needs Clarification : Interview the customer, following a sales script, to clarify customer requirements.
7. Renewals : Provide exceptional service to encourage continued use of the organization's products/services.
8. Operational Compliance : Develop knowledge of organizational policies, procedures, and relevant regulations, adhering to mandatory standards.
9. Personal Capability Building : Maintain and develop technical skills through participation in training and coaching.

Skills

• Consultative Selling
• Customer Complaint Management
• Customer Feedback Management
• Customer-Focused
• Customer Relationship Management (CRM) Software
• Customer Service
• Customer Service Operations
• Customer Understanding
• Data Management
• Digital Consumer Engagement
• Identifying Sales Opportunities
• Probing Questions
• Sales Data Management
• Strengthening Customer Relationships
• Upselling

Competencies

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

Education

Matriculation Certificate (Matric)

Closing Date

03 September 2025, 23:59

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.

The Old Mutual Story!

• Develop trusted relationships with clients and becoming an expert resource
• Provide expert initial and ongoing training on their custom IT system
• Provide comprehensive, structured input to specific problems/requests in the advice process that lead to increased investment with the company.
• Manage and leverage internal resources to meet deliverables
• Proactively cultivate relations and be prepared to engage socially where beneficial
• Develop and maintain expertise, skill and technical knowledge required to add valuable input across the business and investment proposition
• Work closely with the other members of the global investment, operations, sales, software development and support teams to resolve clients concerns
• Provide first line support to clients via phone, email, online and face to face meetings (occasional travel required)
• Strategic and creative thinking to suggest improvements to productivity, service quality and processes
• Record and relay client feedback and insights to internal teams such as tech, marketing, operations and asset management in order to constantly improve the client experience
• Maintain an expert-level knowledge of their investment processes and internal tools as well as curiosity and awareness of new initiatives within the industry.
• Assist with ad hoc inter-function projects as required