Remote Finance Manager (Quickbooks)

Exclusively Remote; Wes-Kaap; On-site; ZAR 320,000 - 520,000; Full time

Job summary

Exclusively Remote is seeking a proactive Client Relationship Manager to build and maintain strong, long-term relationships with our clients while ensuring an exceptional customer experience. You will be the primary point of contact for a portfolio of clients, developing trusted relationships, understanding their needs, providing proactive support in a fast-paced remote setting.

Ideal candidates are strong communicators, highly organized, tech-savvy, and able to manage multiple client

Qualifications

• Minimum 1 year in Client Relationship Management, Customer Success, Customer Service, Account Management, or a related client-facing role.
• Excellent verbal and written English communication skills.
• Strong interpersonal and relationship-building skills.
• Confident communicating with clients and building rapport with different personalities.
• Highly organized with strong time management and attention to detail.
• Ability to manage multiple clients, conversations, and priorities simultaneously.
• Tech-savvy and comfortable learning and working across different software platforms.
• Experience using CRM systems such as Salesforce, HubSpot, Zoho CRM, Microsoft Dynamics, or Pipedrive.

Responsibilities

• Build and maintain strong, professional relationships with an assigned portfolio of clients.
• Serve as the primary point of contact for client questions, requests, and ongoing support.
• Develop trusted relationships with key stakeholders and decision-makers.
• Conduct regular client check-ins to understand client needs, identify concerns, and provide proactive solutions.
• Provide a high level of personalized and responsive client service.
• Coordinate with internal teams to ensure client requests, concerns, and projects are handled efficiently and successfully.
• Maintain accurate client records, communication notes, and activity within CRM systems.
• Monitor client satisfaction and account health, ensuring issues are followed up on and resolved promptly.
• Take ownership of client concerns from initial contact through to resolution.
• Identify opportunities to strengthen client relationships, improve the customer experience, and support client retention.
• Recognize opportunities for additional services or account growth where appropriate.
• Manage multiple client conversations and priorities while maintaining excellent attention to detail and follow-through.
• Communicate professionally and proactively with clients via email, phone, video calls, and other communication platforms.
• Build long-term client trust by being reliable, responsive, and solutions-focused.

Skills

Strong communicator

Relationship builder

Organized

Time management

Problem-solving

Independent worker

Tech-savvy

Excellent English communication

Tools

Salesforce

HubSpot

Zoho CRM

Microsoft Dynamics

Pipedrive

Job description

We are seeking a proactive, professional, and customer-focused Client Relationship Manager to build and maintain strong, long-term relationships with our clients while ensuring an exceptional customer experience.

In this role, you will be the primary point of contact for a portfolio of clients, developing trusted relationships, understanding their needs, providing proactive support, resolving concerns, and ensuring they receive consistent value from our services.

The ideal candidate is a strong communicator and relationship-builder who is highly organized, tech-savvy, solutions-oriented, and comfortable managing multiple client relationships in a fast-paced remote environment.

Key Responsibilities

• Build and maintain strong, professional relationships with an assigned portfolio of clients.
• Serve as the primary point of contact for client questions, requests, and ongoing support.
• Develop trusted relationships with key stakeholders and decision-makers.
• Conduct regular client check-ins to understand client needs, identify concerns, and provide proactive solutions.
• Provide a high level of personalized and responsive client service.
• Coordinate with internal teams to ensure client requests, concerns, and projects are handled efficiently and successfully.
• Maintain accurate client records, communication notes, and activity within CRM systems.
• Monitor client satisfaction and account health, ensuring issues are followed up on and resolved promptly.
• Take ownership of client concerns from initial contact through to resolution.
• Identify opportunities to strengthen client relationships, improve the customer experience, and support client retention.
• Recognize opportunities for additional services or account growth where appropriate.
• Manage multiple client conversations and priorities while maintaining excellent attention to detail and follow-through.
• Communicate professionally and proactively with clients via email, phone, video calls, and other communication platforms.
• Build long-term client trust by being reliable, responsive, and solutions-focused.

Requirements

• Minimum 1 year of experience in Client Relationship Management, Customer Success, Customer Service, Account Management, Client Services, or a related client-facing role.
• Excellent verbal and written English communication skills.
• Strong interpersonal and relationship-building skills.
• Confident communicating with clients and building rapport with different personalities.
• Highly organized with strong time management and attention to detail.
• Ability to manage multiple clients, conversations, and priorities simultaneously.
• Strong problem-solving skills with a proactive and solutions-oriented mindset.
• Tech-savvy and comfortable learning and working across different software platforms.
• Experience using CRM systems such as Salesforce, HubSpot, Zoho CRM, Microsoft Dynamics, Pipedrive, or similar.
• Proficient in Microsoft Office and Google Workspace.
• Experience working in an MSP, technology, SaaS, recruitment, professional services, or other service-based environment is advantageous.
• Comfortable working independently in a remote environment.

What We're Looking For

We are looking for someone who is:

• Client-focused and genuinely enjoys working with people.
• Professional, friendly, approachable, and confident.
• A strong relationship-builder who can establish trust with clients.
• Proactive rather than waiting for clients to raise concerns.
• Highly organized and excellent at following through.
• A strong communicator who can handle difficult or sensitive client conversations professionally.
• Solutions-oriented and able to take ownership of problems.
• Self-motivated and comfortable working independently.
• A positive team player who enjoys collaborating with internal teams.
• Passionate about creating exceptional client experiences and long-term relationships.