Relationship Manager: Sales

Lula; Cape Town; On-site; ZAR 300,000 - 600,000; Full time

Job summary

Lula is seeking a high-performace Relationship Manager to drive B2B growth by facilitating access to capital for SMEs. The role covers end-to-end sales for funding facilities ranging from R10k to R500k and requires converting high-volume applications while monitoring portfolio performance for increased capital exposure.

Ideal candidates have 2-3 years sales experience, familiarity with CRM tools, and the ability to explain Lula's funding products clearly.

Qualifications

• Grade 12 is required.
• A Degree or Diploma in Finance, Business, or Accounting is highly desirable.
• Minimum 2-3 years of proven sales experience with a track record of meeting or exceeding targets.
• Experience with CRM platforms and Excel proficiency for data tracking.
• Commitment to upholding internal standards and legislative requirements within a non-advisory framework.

Responsibilities

• High-volume conversion: process and respond to funding applications to meet monthly targets.
• Technical application analysis: interpret bank data and metrics for Credit Risk assessment.
• Exposure scaling: identify clients for higher credit limits based on repayment history.
• Information disclosure: explain Lula's funding products, pricing, and terms clearly.
• Retention management: maintain a portfolio of repeat funding clients with timely communication.
• Pipeline accuracy: provide leadership with data-led reporting on status and forecasts.

Skills

High-volume sales

CRM proficiency

Excel proficiency

AI tools adoption

Portfolio management

Education

Grade 12

Finance/Business/Accounting degree or diploma

Tools

Zendesk

CRM software

Excel

Job description

Lula is seeking a high-performance Relationship Manager to drive B2B growth by facilitating access to capital for SMEs. The primary objective is to manage the end-to-end sales process for funding facilities between R10k and R500k. This role requires a specialist who can convert high-volume applications while strategically monitoring portfolio performance to facilitate increased capital exposure for growing businesses.

KEY RESPONSIBILITIES

• High-Volume Conversion: Efficiently process and respond to business funding applications to meet and exceed monthly disbursement targets.
• Technical Application Analysis: Accurately interpret business bank data and financial metrics to determine which applications meet the criteria for Credit Risk assessment
• Exposure Scaling: Proactively identify existing clients within the R10k-R500k bracket who qualify for higher credit limits or increased capital exposure based on their repayment history and financial performance
• Information Disclosure: Provide clear and accurate information regarding Lula's funding products, pricing, and terms, ensuring clients are fully informed to make their own business decisions
• Retention Management: Maintain a dedicated portfolio of repeat funding clients, fostering long-term trust through consistent service excellence and timely communication
• Pipeline Accuracy: Maintain a rigorous, data-led sales pipeline, providing leadership with factual reporting on status, forecasts, and conversion rates

THE COMPETENCIES WE'RE AFTER

• Skilled in addressing client queries regarding facility terms, interest rates, and fees through factual product knowledge and value-proposition alignmentT
• Proven ability to drive the sales process from initial inquiry to final disbursement, ensuring favorable outcomes for both the client and Lula
• Ability to leverage CRM data and financial trends to identify opportunities for capital expansion within the existing client base
• Deep understanding of the mechanics of all funding products to provide comprehensive product information
• Maintaining high activity levels and precision within a fast-paced, high-pressure fintech environment.

THE SKILLS AND EXPERIENCE WE'RE LOOKING FOR

• Grade 12 is required; a Degree or Diploma in Finance, Business, or Accounting is highly desirable
• Minimum 2-3 years of proven sales experience with a track record of meeting or exceeding targets
• Technical Proficiency & Adaptability: Strong technical aptitude with a proven ability to leverage AI tools and seamlessly adapt to emerging technologies and modern sales trends
• Experience working with CRM platforms (Zendesk or similar) and Excel proficiency for data tracking is advantageous
• Commitment to upholding internal standards and legislative requirements, ensuring all interactions remain within the non-advisory framework.