Sales Account Manager

Lulalend; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A dynamic fintech company in Cape Town is seeking a Sales Account Manager to enhance B2B growth. The successful candidate will manage business banking and funding applications, ensuring customer service excellence. This role requires agility, precision, and a customer-centric approach. Ideal candidates should possess relevant qualifications and have a proven sales record in a fast-paced environment.

Qualifications

• Minimum 1–2 years of experience within a fintech and/or financial services sales environment.
• Proven ability to listen to and interpret customer problems/needs.
• Track record of consistently excelling in meeting sales targets.

Responsibilities

• Manage and respond effectively to business banking and funding applications.
• Successfully convert applications approved by the Credit Risk team into disbursed funds.
• Provide reporting on sales pipeline status, risks, and forecasts to leadership.

Skills

Customer-centric approach

Problem solving

Relationship building

Sales target achievement

Education

Grade 12

Degree or Diploma in Finance, Business, or Accounting

Tools

CRM platforms (Zendesk, Freshdesk)

Job description

What We Do

We're Lula. We build innovative fintech products to help SMEs make cash flow. From instant access to funding to all-in-one business banking accounts, we're on it!

Our purpose is to help SMEs manage their business better, faster, simpler, Lula, so they can spend more time doing what they love.

Speaking of love, we’re looking for Lulas who love to make a difference to join our team and change the game.

Culture Code

• We Embrace Curiosity- We continuously seek better ways to deliver value with a solutions-over-problems mindset.
• We win as One - We collaborate, build strong relationships and value diverse perspectives
• We’re Driven by Purpose - We are passionate and committed to delivering the best products and services for SMEs
• We Execute with Ambition - We set ambitious goals, embrace challenges, and deliver with focus and determination.

Overall Purpose

Lula is looking for a Sales Account Manager to help drive our B2B growth forward! We're looking for an experienced and proactive individual who loves owning the full customer journey.

The individual for this role should be results focused and a natural problem solver. You'll be expected to execute sales deliverables within a fast-paced, dynamic fintech sales environment, requiring both agility and precision.

Responsibilities

• Manage and respond effectively to a high volume of incoming business banking and funding applications.
• Successfully convert the applications approved by our Credit Risk team into disbursed funds, helping you meet and exceed your sales targets.
• Accurately analyse and interpret business funding applications from new clients and existing clients
• Understand which applications are ready to progress to the next phase of assessment, and which require additional information or should be declined.
• Successfully convert applications that have been approved by our Credit Risk team into funding disbursals.
• Timeously manage all essential tasks alongside application handling to consistently deliver a high level of customer service.
• Provide reporting on your sales pipeline status, risks, and forecasts to leadership and leverage this data to drive performance

The Experience & Skills We’re Looking For

• Grade 12
• A Degree or Diploma in Finance, Business, or Accounting is desirable.
• Minimum 1–2 years of experience within a fintech and/or financial services sales environment.
• Experience in a startup is desirable.
• Proven ability to listen to and interpret customer problems/needs
• Track record of consistently excelling in meeting sales targets, with the ability to work effectively under pressure.
• Ability to build relationships and interact on a personalised level to foster trust and long-term loyalty.
• Customer-centric approach with attention to detail
• Experience working with CRM platforms such as Zendesk, Freshdesk, or similar

Please note that all appointments are subject to our background checking process, which may include Credit, Criminal and any other job inherent check.