Customer Success & Sales Specialist — Financial Services

Tp-8f723eaf; Cape Town; Presencial; ZAR 180.000 - 240.000; Jornada completa

Descripción de la vacante

Tp-8f723eaf is seeking a customer service representative to handle inbound calls across a range of products and transactions. You’ll identify and fulfil customer needs, bring on board new customers, retain existing ones and cross-sell where appropriate, delivering high-quality service and ensuring customer satisfaction.

You will guide customers to resolution via phone, email, and chat, resolve issues, educate on features, and uphold company standards and SLAs while collaborating with the team to

Formación

• Matric or NQF Level 4 (preferred).
• 6–12 months of experience in customer service or sales processes.
• Superior oral and written communication, presentation, and interpersonal skills.

Responsabilidades

• Guide customers to issue resolution via phone, email, and chat channels.
• Convert quotes into sales while focusing on customer retention and service.
• Problem-solve customer challenges and educate on product features or use cases.
• Advocate for customers and take ownership of the resolution journey.
• Collaborate with colleagues to evaluate complex situations and decide quickly.
• Investigate and resolve incoming complaints, escalating as needed.
• Maintain alignment with SLAs and KPI targets set by leadership.
• Balance shifting priorities and maintain a positive, respectful customer attitude.

Conocimientos

Customer service

Communication skills

Multitasking

Sales skills

Educación

Matric or equivalent (NQF 4)

Descripción del empleo

Tp-8f723eaf is seeking a customer service representative to handle inbound calls across a range of products and transactions. You’ll identify and fulfil customer needs, bring on board new customers, retain existing ones and cross-sell where appropriate, delivering high-quality service and ensuring customer satisfaction.

You will guide customers to resolution via phone, email, and chat, resolve issues, educate on features, and uphold company standards and SLAs while collaborating with the team to