Client Liaison Officer

Sourcefin; Johannesburg; On-site; ZAR 50 000 - 200 000; Full time

Job summary

A financial services provider in Johannesburg is seeking a motivated Client Liaison Officer. In this role, you will guide new clients through onboarding, ensuring their satisfaction and supporting them through compliance processes. The ideal candidate has over 2 years of experience in client onboarding, preferably in the FinTech sector, and is proficient in HubSpot CRM. A strong focus on relationship building and problem-solving skills is essential. Competitive compensation and various perks are offered.

Benefits

Competitive compensation

Medical aid contributions

Access to mental wellness support

Subsidised healthy meals

Qualifications

• 2+ years in client onboarding, customer success, or account management.
• Experience in FinTech or financial services is preferable.
• Confidence in managing HubSpot automation and reporting.

Responsibilities

• Guide new clients through onboarding and product suite.
• Proactively resolve client roadblocks.
• Support clients with compliance and regulatory documentation.

Skills

Client onboarding experience

Relationship building

Problem-solving

Verbal communication

Objection handling

Tools

HubSpot CRM

Job description

Client Liaison Officer
Johannesburg, South Africa | Full-time

At Sourcefin, we don’t just provide funding. We help South African SMMEs thrive. As a Client Liaison Officer, you’ll be the face of that promise, guiding new clients through onboarding, ensuring they’re supported at every step, and helping identify opportunities for long-term success.

You’ll manage the full client experience from first contact through to activation, serving as the bridge between clients and our teams. If you’re driven, great with people, and passionate about building trust and efficiency into every interaction, we’d love to meet you.

What you’ll do

Sales & Growth

• Guide new clients through Sourcefin’s product suite with tailored recommendations

• Own the full onboarding process in HubSpot — from first touch to conversion

• Identify upsell and cross-sell opportunities

• Work with internal teams to speed up conversion and ensure client needs are met

• Represent Sourcefin at select external events and PR opportunities

Customer Experience & Retention

• Proactively flag and resolve roadblocks before they impact the client

• Conduct check-ins and follow-ups to ensure satisfaction post-onboarding

• Track and improve key moments in the client journey

Compliance Support

• Support clients with compliance and regulatory documentation

• Liaise internally to keep clients informed and supported through the deal process

• Provide frictionless service through all regulatory and onboarding milestones

What makes you a great fit

• 2+ years in client onboarding, customer success, or account management (preferably FinTech or financial services)

• Experienced in HubSpot CRM and confident in managing automation, reporting, and pipeline workflows

• Exceptional verbal communication and relationship-building skills

• Comfortable handling objections and guiding conversations to conversion outcomes

• Self-starter who thrives in fast-paced, growing environments

Why join Sourcefin

• You'll shape the experience of every new client and ensure they succeed

• We offer a close-knit, high-performance culture where feedback is direct, and growth is constant

• Competitive compensation, medical aid contributions, access to mental wellness support via October Health, and subsidised healthy meals from Olive & Plate

If you’re client-obsessed, CRM-savvy, and thrive on making onboarding smooth and human — apply now.