Senior Sales Executive (Customer Success & Account Management)

The Legends Agency; Capetown (CA); Remote; USD 80,000 - 100,000; Full time

Job summary

A prominent agency is seeking a Senior Sales Executive specializing in Customer Success & Account Management to enhance client experiences. The role involves managing high-value relationships, ensuring seamless communication, and guiding clients through the application process in a dynamic environment. Ideal candidates must possess extensive experience in lending or legal sectors and excel in client management.

Qualifications

• 5+ years in lending, financial services, or legal sectors.
• Strong communication and organizational skills.
• Experience handling complex client cases.

Responsibilities

• Manage inquiries and applications from borrowers and solicitors.
• Ensure effective follow-up on leads to optimize conversion rates.
• Compile and manage application documentation.

Skills

Communication

Organizational skills

Multitasking

Client management

Empathy

Job description

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:

• Minimum 5 years of experience in a lending, financial services, or legal sector role.
• Strong written and verbal communication skills; comfortable engaging with solicitors from top-tier law firms.
• Exceptional attention to detail and organizational capabilities.
• Able to communicate with empathy and professionalism, especially with vulnerable clients.
• Experience managing complex client cases and handling rejections with care.
• Skilled in multitasking and managing large volumes of cases efficiently.
• Proven ability to perform under pressure and meet tight deadlines.
• Background in probate and/or family law lending preferred, or a strong willingness to develop expertise in these areas.
• Positive, proactive, and adaptable mindset.
• Experience in partnerships or litigation is a bonus.