Senior Sales Executive (Customer Success & Account Management)

The Legends Agency; Cape Town; Hybrid; ZAR 300,000 - 400,000; Full time

Job summary

A growing consulting firm based in Cape Town is seeking a highly experienced Senior Sales Executive to enhance client success and manage key accounts. This role emphasizes exceptional customer experiences, efficient handling of high-value relationships, and effective communication with both clients and solicitors. Candidates should have at least 5 years in lending or legal sectors and strong organizational skills. A flexible salary package of R30,000 to R50,000 is offered with a hybrid work model.

Qualifications

• Minimum 5 years of experience in lending, financial services, or legal sector.
• Experience managing complex client cases and handling rejections.
• Background in probate and/or family law lending preferred.

Responsibilities

• Manage inquiries and applications from borrowers and solicitors.
• Proactively follow up on leads to optimize conversion rates.
• Compile and manage application documentation for underwriting review.

Skills

Strong written and verbal communication skills

Exceptional attention to detail

Ability to multitask

Empathy and professionalism

Job description

Senior Sales Executive (Customer Success & Account Management)

Cape Town, Western Cape, South Africa

Job Openings Senior Sales Executive (Customer Success & Account Management)

About the job Senior Sales Executive (Customer Success & Account Management)

Job Title: Senior Sales Executive (Customer Success & Account Management)

Location: Cape Town (Remote to start, Hybrid in Foreshore at a later stage)

Salary: R30,000 R50,000 Cost to Company (flexible package structure)

Hours: UK Business Hours 8AM to 4PM or 9AM to 5PM

We are on the hunt for a highly experienced, customer-focused Senior Customer Success & Account Manager to join our fast-growing team. If you're passionate about delivering exceptional client experiences, have a strong background in the lending or legal sectors, and thrive in a fast-paced, high-performing environment this role is for you.

About the Role:

You'll be at the heart of our client journey managing high-value relationships from post-sale through onboarding and ongoing success. Your role is pivotal in maintaining seamless communication, proactive follow-ups, and ensuring a top-tier customer experience.

Key Responsibilities:

• Manage inquiries and applications from borrowers and solicitors, providing accurate and helpful guidance.
• Proactively follow up on leads to optimize conversion rates.
• Liaise with customers and professional firms to gather outstanding documents and progress applications.
• Compile and manage application documentation for underwriting review.
• Oversee a high volume of concurrent applications, ensuring accurate records and timely updates to all stakeholders.
• Guide clients through each stage of the application process and transition to underwriting.
• Regularly update senior team members on the status of applications across the pipeline.
• Keep all relevant parties informed on progress and next steps.
• Prepare loan documentation and collect completed paperwork for execution.

What Were Looking For:

• Minimum 5 years of experience in a lending, financial services, or legal sector role.
• Strong written and verbal communication skills; comfortable engaging with solicitors from top-tier law firms.
• Exceptional attention to detail and organizational capabilities.
• Able to communicate with empathy and professionalism, especially with vulnerable clients.
• Experience managing complex client cases and handling rejections with care.
• Skilled in multitasking and managing large volumes of cases efficiently.
• Proven ability to perform under pressure and meet tight deadlines.
• Background in probate and/or family law lending preferred, or a strong willingness to develop expertise in these areas.
• Positive, proactive, and adaptable mindset.
• Experience in partnerships or litigation is a bonus.