B2B Funding Growth Relationship Manager

Lula; Cape Town; On-site; ZAR 300,000 - 600,000; Full time

Job summary

Lula is seeking a high-performace Relationship Manager to drive B2B growth by facilitating access to capital for SMEs. The role covers end-to-end sales for funding facilities ranging from R10k to R500k and requires converting high-volume applications while monitoring portfolio performance for increased capital exposure.

Ideal candidates have 2-3 years sales experience, familiarity with CRM tools, and the ability to explain Lula's funding products clearly.

Qualifications

• Grade 12 is required.
• A Degree or Diploma in Finance, Business, or Accounting is highly desirable.
• Minimum 2-3 years of proven sales experience with a track record of meeting or exceeding targets.
• Experience with CRM platforms and Excel proficiency for data tracking.
• Commitment to upholding internal standards and legislative requirements within a non-advisory framework.

Responsibilities

• High-volume conversion: process and respond to funding applications to meet monthly targets.
• Technical application analysis: interpret bank data and metrics for Credit Risk assessment.
• Exposure scaling: identify clients for higher credit limits based on repayment history.
• Information disclosure: explain Lula's funding products, pricing, and terms clearly.
• Retention management: maintain a portfolio of repeat funding clients with timely communication.
• Pipeline accuracy: provide leadership with data-led reporting on status and forecasts.

Skills

High-volume sales

CRM proficiency

Excel proficiency

AI tools adoption

Portfolio management

Education

Grade 12

Finance/Business/Accounting degree or diploma

Tools

Zendesk

CRM software

Excel

Job description

Lula is seeking a high-performace Relationship Manager to drive B2B growth by facilitating access to capital for SMEs. The role covers end-to-end sales for funding facilities ranging from R10k to R500k and requires converting high-volume applications while monitoring portfolio performance for increased capital exposure.

Ideal candidates have 2-3 years sales experience, familiarity with CRM tools, and the ability to explain Lula's funding products clearly.