Account And Relationship Manager

Job Crystal; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading fintech company in Cape Town seeks an Account and Relationship Manager to manage client relationships, drive revenue, and focus on retention strategies. The ideal candidate will have over 3 years of experience in account management and strong analytical skills. Excellent communication and consultative selling abilities are essential for success in this role. Market-related salary offered.

Qualifications

• 3+ years in account management, customer success, or commercial sales.
• Experience in fintech, financial services, or merchant services preferred.
• Excellent communication and relationship-building skills.

Responsibilities

• Identify cross-sell and upsell opportunities using data insights.
• Spot early signs of churn and implement proactive retention strategies.
• Build trust through regular check-ins and personalised support.
• Maintain CRM discipline, track performance, and share insights.
• Align with Growth Executives on growth priorities.

Skills

Customer relationship mastery

Strong analytical skills

Consultative selling ability

Data-driven decision-making

Commercial acumen

Education

Matric

Tertiary qualification in Business, Commerce, or Marketing

Tools

CRM tools

Job description

Job Intro

Account and Relationship Manager - WC - Cape Town, WC Western Cape

Purpose of the role : Manage and grow a portfolio of clients — driving revenue, increasing product adoption, and reducing churn across our fintech ecosystem.

As a Growth Partner, you'll be the trusted advisor to merchants, helping them unlock the full value of the company's integrated product suite : Card, Cash, Capital, Software, and VAS.

This is a strategic, data-led role focused on retention, upsell, and long‑term growth.

Responsibilities

• Grow Revenue : Identify cross‑sell and upsell opportunities using data insights and consultative selling.
• Retain & Reactivate : Spot early signs of churn and implement proactive retention strategies.
• Manage Relationships : Build trust through regular check‑ins, education sessions, and personalised support.
• Report & Analyse : Maintain CRM discipline, track performance, and share actionable insights.
• Collaborate & Learn : Work with Growth Executives and internal teams to align on growth priorities and share best practices.

Offer

• Experience and Qualification : 3+ years in account management, customer success, or commercial sales.
• Strong analytical skills and experience with CRM tools.
• Fintech, financial services, or merchant services experience (preferred).
• Matric required; tertiary qualification in Business, Commerce, or Marketing is a plus.
• Excellent communication and relationship‑building skills.
• Monthly Salary : Market related.

Key Traits We Value

• Customer relationship mastery
• Drivers License
• KPIs
• Commercial acumen
• Consultative selling ability
• Data‑driven decision‑making
• Accountability & ownership
• Revenue growth across your merchant base
• Product penetration and upsell success
• Churn reduction and merchant retention
• CRM accuracy and reporting discipline