Client Experience Manager

Sabenza IT & Recruitment

Kou-Kamma Local Municipality

On-site

ZAR 420,000 - 660,000

Full time

3 days ago
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Job summary

Sabenza IT & Recruitment seeks a Client Experience Manager to own client journeys, retention and revenue growth in a financial-services FX environment. Build relationships with clients and banking partners, streamline the client journey, retain and grow accounts, and bring in new referrals and cross-sales.

This is a commercial relationship role focusing on both retention and revenue-generation, not solely customer service.

Qualifications

  • At least 3 years in foreign exchange.
  • Client-facing experience in relationship management, business development or financial services.
  • RE5 (Representative) and RE1 (Key Individual) required or advantageous, depending on duties.
  • Sound knowledge of the South African financial-services environment, FX products, competitors, retention, SLAs and compliance.
  • English and Afrikaans.
  • Strong negotiation, stakeholder management, numeracy and commercial drive.

Responsibilities

  • Act as the point of contact between clients, banking partners and internal teams, and resolve service issues before they escalate.
  • Run relationship health checks, improve retention and satisfaction, and identify cross-sell that fits client needs.
  • Acquire new clients and referral partners, build a pipeline, and meet agreed sales and revenue targets.
  • Review the client journey, streamline processes, and feed recurring issues back to the right teams.
  • Keep process documentation current, aligned to policy, partner SLAs and financial-services regulation, and escalate compliance risk.
  • Report to senior management on retention, satisfaction, pipeline and targets.
  • Train internal teams on client and partner requirements.
  • Lead negotiations and finalise agreements within policy and regulatory standards.

Job description

We are seeking a Client Experience Manager to own client experience, stakeholder relationships, retention and revenue growth in a financial-services, foreign-exchange environment. Build relationships with clients and banking partners, improve the client journey, retain and grow accounts, and bring in new clients, referrals and cross-sales. Keep client-facing processes documented, compliant and consistently followed.

This is a commercial relationship role, not a customer-service-only position. Candidates should show both retention and revenue-generation experience.

Requirements
Key Responsibilities
  • Act as the point of contact between clients, banking partners and internal teams, and resolve service issues before they escalat.
  • Run relationship health checks, improve retention and satisfaction, and identify cross-sell that fits client needs.
  • Acquire new clients and referral partners, build a pipeline, and meet agreed sales and revenue targets.
  • Review the client journey, streamline processes, and feed recurring issues back to the right teams.
  • Keep process documentation current, aligned to policy, partner SLAs and financial-services regulation, and escalat compliance risk.
  • Report to senior management on retention, satisfaction, pipeline and targets.
  • Train internal teams on client and partner requirements.
  • Lead negotiations and finalise agreements within policy and regulatory standards.
Key Requirements
  • At least 3 years in foreign exchange.
  • Client-facing experience in relationship management, business development or financial services.
  • RE5 (Representative) and RE1 (Key Individual) required or advantageous, depending on duties.
  • Sound knowledge of the South African financial-services environment, FX products, competitors, retention, SLAs and compliance.
  • English and Afrikaans.
  • Strong negotiation, stakeholder management, numeracy and commercial drive.
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