Customer Success Consultant (B2B Sales) (Pta)

Datafin; Gauteng; On-site; ZAR 350 000 - 500 000; Full time

Job summary

A finance and accounting firm is looking for a Customer Success Consultant B2B Sales based in Centurion, Gauteng. This role involves managing profit & loss, working capital, and building strong client relationships. The ideal candidate has a relevant degree and at least 5 years of experience in finance and accounting. The position offers hybrid work flexibility and requires strong analytical and relationship-building skills.

Qualifications

• 3 year Degree/Diploma in Commerce or Accounting or NQF 4: Grade 12.
• 5 Years' experience in finance and accounting.

Responsibilities

• Manage the profit & loss for the business area.
• Ensure accurate and timely invoicing and collection of receivables.
• Prepare client financial packs for key finance stakeholders.

Skills

Budget Forecasting

Customer Relationship Management (CRM)

Relationship Building

Education

NQF 6: 3 year Degree/Diploma in Commerce or Accounting

Job description

Customer Success Consultant B2b Sales Pta – Centurion, Gauteng

Company: BCXP
Location: Centurion, Gauteng, ZA

Job Description

Business unit, Department, Reporting
Business Unit: Finance
Department: Finance
Reports To: Senior Manager: Finance Business Partner
Grade: S5
Core Description
Responsible for the commercial and financial management of clients. This entails the commercial and financial business advisory services to the Client Account Directors and the Vertical Finance Business Partners. The key dimensions of services include financial performance and working capital management, financial planning & analysis, deal review & pipeline management, financial risk & compliance, and customer relationship management.

Key Deliverables / Primary Functions

• Manage the profit & loss for the business area (including analysis & interpretation of variances i.e. actuals against forecast & plan).
• Manage working capital and ensure accurate and timely invoicing and collection of receivables.
• Engage in the preparation of client financial packs and the explanations thereof to key finance stakeholders.
• Manage and execute financial remediation actions to deliver forecast and plans.
• Oversee the compilation, and ensure accuracy of required journals, driving compliance to Finance Reporting requirements.
• Align the vertical business strategy with client financial plans and budgets.
• Manage the budgeting, forecasting process at client level, ensuring compliance and adherence to BCX corporate budgeting process and principles.
• Manage the pipeline and ensure accuracy and completeness of pipeline financials.
• Manage and maintain a good relationship with clients about working capital, client reporting etc.
• Ensure compliance to group finance and business policies and internal controls.

Core Functional Skills & Capabilities

• Budget Forecasting
• Customer Relationship Management (CRM)
• Relationship Building

Core Behavioural Competencies

• Analysing
• Culture Match
• Deciding & Initiating Action
• Job Match
• Planning & Organising
• Presenting and Communicating information
• Working with people

Minimum Qualifications

• NQF 6: 3 year Degree/Diploma/ National Diploma in Commerce or Accounting
• OR NQF 4: Grade 12

Experience

• 5 Years' experience in finance and accounting, or related field.
• If highest qualification is grade 12 then 7 Years' experience in finance and accounting, or related field.

Special Requirements / Employment Condition

Ability to work extended /long hours as and when required.

Workplace / Physical Requirements

Hybrid Remote Worker.

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