Client Success & Relations Specialist

EdUpStairs; Bronkhorstspruit; Remote; ZAR 180,000 - 260,000; Full time

Job summary

Old Mutual South Africa is seeking a customer-focused professional to manage inquiries, process orders, and resolve issues across multiple channels. You will use CRM data to drive retention and growth, while exploring new sales opportunities through proactive outreach.

The role requires interviews with customers to clarify needs, adherence to procedures, and ongoing capability-building through formal and informal training. Closes 16 November 2026.

Qualifications

• Enrol in Classes NQF Level 4 - Grade 12 or equivalent (Required).
• National or Occupational Certificate or equivalent required.
• School leaving certificate or equivalent preferred for employment.

Responsibilities

• Provide advanced product/service information.
• Record and process customer orders, selecting the most appropriate approach based on predefined options.
• Respond to basic and advanced customer issues, such as returns, exchanges, and complaints; elevate appropriately.
• Make calls to allocated potential customers to develop relationships and resolve queries.
• Enter relevant information into the CRM system after each contact with a customer to ensure quality data.
• Interview the customer following a multilevel sales script to clarify requirements.
• Provide exceptional service to encourage continued use of the organization's products/services.
• Develop working knowledge of the organization’s policies/procedures and regulatory codes to ensure work meets standards.

Skills

Consultative Selling

Customer Complaint Management

Customer Feedback Management

Customer-Focused

CRM Software

Customer Service

Customer Service Operations

Customer Understanding

Data Management

Digital Consumer Engagement

Identifying Sales Opportunities

Probing Questions

Sales Data Management

Strengthening Customer Relationships

Upselling

Education

NQF Level 4 - Grade 12 or equivalent

Tools

CRM Software

Job description

Old Mutual South Africa is seeking a customer-focused professional to manage inquiries, process orders, and resolve issues across multiple channels. You will use CRM data to drive retention and growth, while exploring new sales opportunities through proactive outreach.

The role requires interviews with customers to clarify needs, adherence to procedures, and ongoing capability-building through formal and informal training. Closes 16 November 2026.