Main purpose of position

The development of business growth opportunities by actioning the strategic goals of the organization and delivering a premium class service to our customers and future/potential customers.

Key performance areas

• Consult, negotiate and make progress on deals across all four products to the point of signing with decision makers/business owners
• Source viable opportunities to promote the Connect Group Offering to secure required daily/ weekly / monthly quote output and build a solid pipeline of opportunities with business owners/decision makers
• Focus on securing meetings (confirmed with the decision makers) where the business is currently in the market for a cash management solution
• Focus on securing meetings (confirmed with the decision makers) that is currently in contract with a competitor and should form part of your future dated pipeline
• Strive to understand your prospects business requirements to effectively provide the correct Connected solution and negotiate past objections
• Sell our end-to-end solution and the benefits thereof
• Build up a healthy pipeline of opportunity on the CRM system (core suite)
• Bring in new business to exceed daily / weekly / monthly/quarterly and annual targets agreed to across Card Connect, Kazang Connect, Capital Connect and Cash Connect.
• Manage & retain relationships with key industry influencers
• Grow one’s available opportunities via referral business events/tradeshows
• Understand the Connect Group offering fully to best consult with your prospect base and ensure maximum client satisfaction once the client is converted.
• Assist in transferring the relationship post installation to the Account Manager/Hybrid managing the customer thereafter
• Manage prospects expectation post signing up a Connected Product.
• Manage all activity and reporting via core suite and report server daily to effectively manage and secure your prospect base
• Managing and actioning ongoing promotions/campaigns/strategic decisions throughout the prospect base
• Keep the prospect base appraised of any changes or new product development/services within Connect Group.
• Conduct monthly site visits of your current month’s tiers
• Maintain an accurate customer data base and call cycle
• ADHOC request as and when required

Manage the customer portfolio allocated to you by ensuring:

• Manage declared BTV to Actual BTV processed monthly/quarterly/annually
• Manage customers not utilizing device and try reducing to a fully active portfolio
• Limit technical call outs by ensuring efficient and thorough switch on training as well as ongoing training with the device users/sites
• Renewal negotiations to begin @12 months remaining on the current contract
• Keep the customer appraised of any changes or new product developments and services
• Settlement process is understood, and client is trained on instant access and online client portal, Webflo
• Working with Finance on any escalated queries that they require assistance with.
• Feedback and quick resolution to customer queries acknowledgement of email within 24 hours and resolution within 48 hours
• Training and upskilling of new and existing customers on an ongoing basis

Train the client on the current escalation process on the below:

• Technical issues
• CIT escalations
• Settlement/Recon Queries
• Contact Centre Support
• Contact Centre WhatsApp support