B2B Funding Relationship Manager

Lulalend; Cape Town; On-site; ZAR 279,000 - 390,600; Full time

Job summary

A fintech company is seeking a Relationship Manager to drive B2B growth by facilitating access to capital for SMEs. This role involves managing sales processes for funding facilities ranging from R10k to R500k. Candidates should have 2–3 years of sales experience in fintech, strong financial analysis skills, and proficiency in CRM platforms. Responsibilities include processing funding applications, providing product information, and maintaining client relationships. The position entails a fast-paced, results-oriented environment.

Qualifications

• Grade 12 is required; a Degree or Diploma in Finance, Business, or Accounting is highly desirable.
• Minimum 2–3 years of sales experience in a fintech or financial services environment.
• Proven track record of meeting or exceeding sales targets.

Responsibilities

• Efficiently process and respond to business funding applications.
• Accurately interpret business bank data for Credit Risk assessments.
• Identify clients for higher credit limits based on financial performance.
• Provide clear information on funding products and terms.
• Maintain a portfolio of repeat funding clients with excellent service.
• Provide accurate sales pipeline reporting and forecasts.

Skills

Sales process management

Client relationship management

Financial analysis

CRM proficiency

Effective communication

Education

Degree or Diploma in Finance, Business, or Accounting

Tools

CRM platforms (e.g., Zendesk)

Excel

Job description

A fintech company is seeking a Relationship Manager to drive B2B growth by facilitating access to capital for SMEs. This role involves managing sales processes for funding facilities ranging from R10k to R500k. Candidates should have 2–3 years of sales experience in fintech, strong financial analysis skills, and proficiency in CRM platforms. Responsibilities include processing funding applications, providing product information, and maintaining client relationships. The position entails a fast-paced, results-oriented environment.