Senior Sales Executive (Customer Success & Account Management)

Senior Sales Executive (Customer Success & Account Management)

Cape Town, Western Cape, South Africa

Job Openings Senior Sales Executive (Customer Success & Account Management)

About the job Senior Sales Executive (Customer Success & Account Management)

Job Title : Senior Sales Executive (Customer Success & Account Management)

Location : Cape Town (Remote to start, Hybrid in Foreshore at a later stage)

Salary : R30,000 R50,000 Cost to Company (flexible package structure)

Hours : UK Business Hours 8AM to 4PM or 9AM to 5PM

We are on the hunt for a highly experienced, customer-focused Senior Customer Success & Account Manager to join our fast-growing team. If you're passionate about delivering exceptional client experiences, have a strong background in the lending or legal sectors, and thrive in a fast-paced, high-performing environment this role is for you.

About the Role :

You'll be at the heart of our client journey managing high-value relationships from post-sale through onboarding and ongoing success. Your role is pivotal in maintaining seamless communication, proactive follow-ups, and ensuring a top-tier customer experience.

Key Responsibilities :

• Manage inquiries and applications from borrowers and solicitors, providing accurate and helpful guidance.
• Proactively follow up on leads to optimize conversion rates.
• Liaise with customers and professional firms to gather outstanding documents and progress applications.
• Compile and manage application documentation for underwriting review.
• Oversee a high volume of concurrent applications, ensuring accurate records and timely updates to all stakeholders.
• Guide clients through each stage of the application process and transition to underwriting.
• Regularly update senior team members on the status of applications across the pipeline.
• Keep all relevant parties informed on progress and next steps.
• Prepare loan documentation and collect completed paperwork for execution.

What Were Looking For :

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