Hybrid (business consultant & account manager) – KwaZulu-Natal
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 are 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 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' expectations 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.
Manage and action 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 database and call cycle.
ADHOC requests 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 the device and try to reduce 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.
Work with Finance on any escalated queries that they require assistance with.
Feedback and quick resolution to customer queries, acknowledgment 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 following: Technical issues, CIT escalations, Settlement/Recon Queries, Contact Centre Support, Contact Centre WhatsApp support.
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