Client Coordinator Finance & Operations · Cape Town, South Africa ·

Advania Group; Cape Town; Hybrid; ZAR 201,000 - 223,000; Full time

Job summary

Advania Group is seeking a Client Coordinator in Cape Town to support end-to-end opportunity-to-cash processes, including orders, quotes, and contract administration. You will collaborate with Sales, Finance, Procurement, and Delivery to ensure accurate data and timely billing.

The role emphasizes attention to detail, process discipline, and proactive issue resolution while operating in a hybrid work environment that balances office and remote work.

Qualifications

• Experience in client coordination, sales operations, order management, or contract administration.
• Experience reviewing and processing sales orders, service orders, quotes, contracts, renewals, cancellations, or related documentation.
• Strong attention to detail and ability to maintain accurate records across multiple systems.
• Proficient with CRM, CPQ, ERP, and Finance systems; familiarity with Microsoft Dynamics 365/Business Central or SharePoint advantageous.
• Understanding of opportunity-to-cash lifecycle and its link to contracting, order fulfilment, and billing.
• Excellent organizational and time-management skills with ability to prioritize and meet service levels.
• Clear and professional communication with stakeholders at all levels.
• Strong problem-solving skills and proactive query resolution.

Responsibilities

• Review, validate, and process sales and service orders, quotes, and documents for accuracy and compliance.
• Support Sales with complex opportunities, guiding order structure and documentation before submission.
• Convert quotes into orders in ERP/Finance systems and obtain clarifications when needed.
• Ensure all contractual documents are complete, authorized, and securely stored for audits.
• Coordinate renewals, amendments, service-item changes, and cancellations.
• Onboard and offboard clients, communicating requirements and actions to stakeholders.
• Collaborate with Sales, Finance, Procurement, and Delivery for accurate billing and fulfilment.
• Identify discrepancies and resolve issues before orders are released.
• Conduct recurring revenue reconciliations and coordinate corrective actions.
• Act as a point of contact for non-technical orders and contract queries.

Skills

Attention to detail

Stakeholder communication

Process discipline

Tools

CRM systems

CPQ systems

ERP systems

Finance systems

Microsoft Dynamics 365

Business Central

Microsoft SharePoint

Job description

Client Coordinator

Position Overview

The Client Coordinator is responsible for supporting the end-to-end opportunity-to-cash process, ensuring sales orders, service orders, approved quotes, and contractual documentation are accurate, complete, and compliant with agreed commercial terms and internal policies. The role coordinates order processing, contract administration, client onboarding and offboarding, renewals, cancellations, service-item changes, setting up recurring revenue contracts across CRM, CPQ and Finance systems.

Working collaboratively with Sales, Finance, Procurement, and Delivery teams, the Client Coordinator will support complex or non-standard order processing, and manage order-related queries. The successful candidate will demonstrate strong attention to detail, process discipline, effective stakeholder communication, and the confidence to challenge inaccuracies, drive timely resolution, maintain high-quality data, and support continuous improvement.

Salary & Benefits

The budgeted salary for this role is between 18,000 ZAR - 20,000 ZAR monthly.

Hybrid working

We recognise the benefits that remote and flexible working brings.

We operate a hybrid working policy that allows our employees to balance time in the office and time from home. Each team within our organisation can decide how to implement this policy. If you have any questions after applying, please reach out to our recruitment team.

Responsibilities

• Review, validate, and process sales orders, service order forms, approved quotes, and supporting documentation, ensuring accuracy, completeness, and compliance with contractual terms and internal policies.
• Support Sales with complex, high-value, or non-standard opportunities, providing guidance on order structure, commercial requirements, approvals, and documentation before submission.
• Convert approved quotes into accurate sales and service orders within the relevant ERP and Finance systems, obtaining clarification or reapproval where required.
• Ensure contractual documentation is fully completed, correctly authorised, securely stored, and readily available for operational and audit purposes.
• Coordinate annual renewals, contract amendments, service-item changes, subscription reductions, and cancellations in accordance with agreed terms, processes, and timescales.
• Complete client onboarding checks and coordinate client offboarding activities, ensuring requirements, outstanding actions, and cancellation tasks are clearly communicated to relevant stakeholders.
• Work closely with Sales, Finance, Procurement, and Delivery teams to support smooth order fulfilment and accurate, timely billing.
• Identify, challenge, and resolve discrepancies, omissions, or inconsistencies before orders are released for fulfilment or billing.
• Perform regular managed service recurring revenue reconciliations, investigate variances, and coordinate corrective action where required.
• Act as a point of contact for non-technical orders and contract queries, providing clear, timely, and professional support to internal stakeholders.
• Monitor and manage the team inbox, prioritising requests, maintaining clear ownership, and ensuring queries are resolved within agreed service levels.
• Maintain accurate and up-to-date client, order, contract, service-item, and billing records across CRM, CPQ, ERP, and Finance systems.
• Support data cleansing, data quality, reporting, and audit activities to strengthen system accuracy and operational controls.
• Follow documented processes and control frameworks, escalating risks, exceptions, or delays through the appropriate channels.
• Contribute to continuous improvement initiatives by identifying opportunities to simplify processes, enhance systems, reduce manual effort, and improve the client and stakeholder experience.

Qualifications & Experience

• Previous experience in a client coordination, sales operations, order management, contract administration, billing, or similar commercial support role.
• Experience reviewing and processing sales orders, service orders, quotes, contracts, renewals, cancellations, or related documentation.
• Strong attention to detail, with the ability to identify discrepancies and maintain accurate records across multiple systems.
• Confident using CRM, CPQ, ERP, and Finance systems; experience with Microsoft Dynamics 365, Business Central, Microsoft Sharepoint or similar platforms would be advantageous.
• Good understanding of the opportunity-to-cash lifecycle and the relationship between contracting, order fulfilment, service delivery, and billing.
• Strong organisational and time-management skills, with the ability to prioritise competing requirements and work within agreed service levels.
• Clear and professional written and verbal communication skills, with the confidence to obtain clarification, challenge inaccuracies, and work effectively with stakeholders at all levels.
• Strong problem-solving skills and a proactive approach to resolving queries and preventing issues from affecting fulfilment or billing.
• Comfortable working with data, performing reconciliations, and supporting data cleansing, reporting, and audit requirements.
• Proficiency in Microsoft Office, particularly Outlook, Word, Excel and Teams.
• A collaborative, process-driven approach and a commitment to delivering a high-quality client and internal stakeholder experience

About Us:

We are the tech company with people at heart.

At Advania, we believe in empowering people to create sustainable value through the clever use of technology. As one of Microsoft's leading partners in the UK, specialising in Azure, Security, Dynamics 365, and Microsoft 365, we have a proven track record of success in delivering transformational IT services.

Our Selection Process:

We are committed to ensuring an equitable experience for all candidates, regardless of race, religion or belief, ethnic or national origin, disability, age, citizenship, marital, domestic or civil partnership status, sexual orientation, gender identity, or any other basis as protected by applicable law.

Please do let us know if you’ll need any reasonable adjustments as part of the selection process by highlighting these on your application form. We are proud to be an accredited Disability Confident employer in the UK and strive to recruit a diverse workforce in all of our markets to reflect society as a whole.

As part of our commitment to our clients, we will need to carry out background checks, including a criminal record check, for all offers of employment. If you have any unspent criminal convictions or questions about the screening process, please notify your recruiter once the application has been submitted.

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