Offer summary

Qualifications:

Experience in customer service, sales support, or client success within the financial services industry., Relevant Diploma or Degree is advantageous., Strong proficiency in Afrikaans and English., Working knowledge of CRM systems and SAAS tools..

Key responsibilities:

Follow up with clients who have applied but haven’t completed their documentation.

Make outbound check-in calls to warm leads and current applicants.

Update and manage client data in the CRM system.

Assist with customer queries via phone, email, or chatbot.

Job description

This is a remote position.

A fast-growing fintech company is seeking a remote Client Support & Lead Nurture Consultant to join their team. This is a fully remote, full-time, independent contracting role for 3-months with working hours as 08h00 to 17h00 Monday to Friday. While this role is initially a 3-month, independent contract role, there could potentially be room for permanency for the right candidate. You will be provided with a VOIP line for calls, an email address and user access to CRM and other SAAS tools.

In this support-focused role, you’ll follow up with clients, assist with application completion, and ensure a smooth, supported experience throughout. If you're someone who thrives on clear communication, structured and meticulous follow-through, and making customers feel valued—this role is for you.

Responsibilities:

Following up with clients who have applied (or partially applied) but haven’t completed their documentation
Making outbound check-in calls to warm leads and current applicants
Ongoing re-engaging with leads that the sales team hasn’t been able to connect with
Sending and following up on application forms and outstanding documents
Updating and managing client data in the CRM system
Assisting with customer queries (telephonically, email or chatbot)
Supporting the sales operation
Affiliate lead programme reporting processes
Ensuring no client gets left behind

Requirements

Experience in customer service, sales support, or client success within the financial services industry
Relevant Diploma / Degree would be advantageous
Strong Afrikaans and English language speaker
Working knowledge of CRM systems & digitally agile to become familiar quickly with SAAS sales tools
Comfortable working with data and generating basic reports
Exceptional communication and relationship-building skills
A warm, professional phone manner and comfort with outbound client calls
Detail-oriented with good admin, follow-through, and CRM hygiene
Ability to multitask, stay organised, and remain calm under pressure
A team player who’s also happy working independently
A proactive, humble, and feedback-driven personality -someone who loves what they do and is effective and efficient whilst working autonomously

Benefits

This is a fully remote, full-time, independent contracting role for 3-months with working hours as 08h00 to 17h00 Monday to Friday. While this role is initially a 3-month contract, there could potentially be room for permanency for the right candidate.

You will be provided with a VOIP line for calls, an email address and user access to CRM and other SAAS tools

Salary:

R 24 000

Required profile