Customer Retention and Renewal Advisor- 6 Months

3 weeks ago

Pretoria, South Africa Sage Full time

Are you passionate about driving customer retention and fostering strong partnerships? We’re looking for a dedicated professional to lead contract renewal processes for our medium business segment. In this role, you’ll ensure customer satisfaction, exceed renewal revenue targets, and support the success of Sage’s cloud migration strategy.

**Key Responsibilities**

Drive Customer Retention: Achieve and exceed renewal revenue targets for annual contracts by fostering collaborative relationships with customers, Sage Business Partners, and internal teams.
Support Strategic Projects: Assist with initiatives like the ALF and Subscription projects, ensuring seamless bulk billing processes.
Efficient Query Management: Respond promptly to Business Partner and customer queries within specified turnaround times, primarily via digital channels.
Revenue and Operational Excellence: Deliver revenue performance and operational outcomes aligned with budgetary expectations and KPI metrics.
Partner Engagement: Build strong alliances with Business Partners to support 90-day planning for linked renewals.
Sales Collaboration: Partner with sales teams to share insights on assigned customers and identify incremental revenue opportunities.
Cross-Functional Leadership: Align and influence across business units to resolve escalated issues promptly and drive business value.
Professional Relationship Building: Develop and maintain robust relationships with customers and Business Partners to ensure satisfaction and long-term retention.
Forecasting and Analysis: Provide accurate and timely forecasting for monthly, quarterly, and annual performance, including risk and opportunity assessments.
Additional Contributions: Support initiatives like customer nurture campaigns and other duties as required.

Skills, Know-How, and Experience
Must-Have
Proven experience in customer service or relationship management roles, with a strong desire to exceed customer expectations.
Highly organized with a commitment to excellence and attention to detail.
Strong negotiation, influencing, and problem-solving abilities.
Results-oriented, self-motivated, and capable of achieving and exceeding targets under pressure.
Excellent time management skills, with the ability to manage multiple priorities effectively while adhering to established processes and procedures.
Exceptional English oral and written communication skills, ensuring positive interactions with colleagues and customers.
Adaptability and a willingness to take on new responsibilities as needed.
Basic understanding of Sage product offerings.

Technical/Professional Qualifications:
Familiarity with accounting and/or HR software solutions.
Experience with Sage CRM processing is a strong advantage.
A university degree or equivalent qualification.

This role is your chance to make a meaningful impact by ensuring customer success, strengthening partnerships, and supporting key company strategies. Join us in achieving exceptional outcomes for our customers and Sage Business Partners.

  • Retention & Renewals Advisor - Payroll, Contract

    6 months ago

    Pretoria, South Africa Sage Full time

    At Sage, we are dedicated to empowering businesses to thrive in the digital age. As a global leader in [industry/sector], we provide innovative solutions that streamline operations and drive growth. Our commitment to customer success is at the core of everything we do. We are seeking a dynamic and results-driven Contract Renewals Manager to join our team and...

  • Finacial Advisor

    6 months ago

    Pretoria, South Africa GDS Financial Advisor Services Full time

    We are seeking a Financial Advisors to join our group of insurance brokers. As a Financial Advisor, you will be responsible for providing financial advice to theirclients. You will help clients plan and achieve their financial goals by assessing their financial situation and recommending products and services that meet their needs. You will be expected to...

  • Junior Retention Representative

    20 hours ago

    Pretoria, South Africa The Legends Agency Full time

    Job Title: Junior Retentions Representative Reports to: Head of Retentions / Head of Sales Salary: R21 000 - R25 000 (+ Incentive) Location: Cape Town, Hybrid About Us Our client is a fast-growing fintech lending to small and medium-sized businesses in the UK. Role Overview Our client is looking for a Junior Retentions Representative to focus on maintaining...

  • Retention Officer

    6 months ago

    Pretoria, South Africa Fidelity Services Group Full time

    **Position**: Retention Officer **Reporting to**: Finance Manager, CashMaster **Location**: Waltloo, Pretoria **Duration**: Full-Time The purpose of the Retention officer is to design and implement customer retention strategies to increase satisfaction, loyalty and retain business. The incumbent will play a crucial role in preserving the company's...

  • Financial Advisor

    3 months ago

    Pretoria, South Africa V Consultin Full time

    **Requirements**: - **Matric (Grade 12)**: - **Own reliable vehicle**: - **RE5 Certificate**: - **CPD Hours**: - **NQF5 Wealth management** **Competencies**: - **1 week product training and accreditation.**: - **3 weeks sales and field training.**: - **Training salary of R8000**: - **R2000 per week.**: - **Clients gifts supplied.**: - **Tablet...

  • Intermediary Support Assistant: Retentions

    6 months ago

    Pretoria, South Africa Sanlam Full time

    Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors...

  • Financial Advisor- Both Personal and Commercial

    6 months ago

    Pretoria, South Africa Ikusasa Recruitment Group Full time

    **Job description**: Our client is looking for a financial advisor to sell short term insurances for personal lines and commercial lines And do customer service **Responsibilities**: - Selling of short-term products specialising in commercial and personal lines - Advising clients on their short-term insurance needs - Quotations for clients - Obtaining New...

  • Independent Financial Advisors

    6 months ago

    Pretoria, South Africa Status Asset Management Full time

    **Position: Independent Financial Advisor (IFA)** **Location: National** - Aluma Capital strives to be South-Africa’s leading Asset and Fund Management Company. We provide several private investment options to our clients, including Private Equity, Global Note and insurance products. _ **Who are we looking for?** A Financial Advisor (financial agent /...

  • Sales Manager

    3 months ago

    Pretoria, South Africa Medpharm Recruitment Full time

    A reputable Medical Aid is seeking an experienced Sales Manager to join their team in Pretoria. **Duties**: - Responsibility and accountability for executing Advisor Contract Management, Advisor relationship management, acquisition of new Advisors as well as new Corporates, Advisor consultant management and Advisor support Management in order for the...

  • IT Audit Specialist

    6 months ago

    Pretoria, South Africa Edge Executive Search Full time

    URGENT: Client in Pretoria in search of an IT Audit specialist for a 6-month role. - Will be working in the internal audit and advisory division - 6 years IT audit experience (internal or external) - ISACA Membership - ISACA certificates (CISM,CGEIT,CRISC,CCAK) Bonus - Project Assurance reviews (essential) - Application control reviews (essential) - IT...

  • Phlebotomist - Pierneef / Moot (6 Month Contract)

    2 weeks ago

    Pretoria, South Africa Ampath Laboratories Full time

    Advert Reference: P14423 Phlebotomist - Pierneef / Moot (6 Month Contract) Job Title: Phlebotomist - Pierneef / Moot (6 Month Contract) - Closing Date: 2024/12/08 - Position Available From: 2024-11-29 - Area: Moot Tshwane - Actual Place Of Work: Moot Tshwane - Position Type: Contract-Flexible Work week (Fixed Term) - Weekly Hours: 45 - Time...

  • Renewable Energy Project Manager

    2 months ago

    Pretoria, Gauteng, South Africa Oxyon People Solutions Full time

    Job DescriptionOxyon People Solutions is seeking a highly skilled Professional Engineer to join our team as a Renewable Energy Project Manager. In this role, you will be responsible for the engineering and design of renewable energy projects, providing technical and management expertise throughout the project lifecycle.Key Responsibilities:Engineering and...

  • Energy Consultant with Renewable Energy Expertise

    4 days ago

    Pretoria, Gauteng, South Africa Omega Human Capital Full time

    About the Role:The Omega Human Capital is seeking an experienced Energy Consultant to join our team. As a Technical Business Development Consultant, you will be responsible for identifying and developing new business opportunities within the renewable energy sector.Key Responsibilities:New Business Development:Identify potential new business opportunities...

  • Retentions Consultant

    6 months ago

    Pretoria, South Africa Talent Evolution Full time

    **Duties**: - Make outbound calls/inbound calls to engage with existing customers to retain new and existing business and ensure high retention rates. - Understand and effectively communicate product offerings, value propositions, and benefits to prospective and current clients. - Address customer inquiries, concerns, and objections, providing prompt and...

  • HR & Payroll Admin (6 Months Contract)

    6 months ago

    Pretoria, South Africa Ur Staffing Solutions Full time

    Payroll, HR and leave administration. **Minimum Requirements** **Diploma in HR** - Sage 300 (essential) - VIP Premier2 - 3 years payroll experience (With ESS) - 2 years HR Administration - 2 years’ experience Insurance Industry (Advantage) Work Remotely - No **Job Type**: Contract Contract length: 6 months **Salary**: R20,000.00 - R23,000.00 per month

  • Independent Financial Advisors

    6 months ago

    Pretoria, South Africa Status Asset Management Full time

    Position: Independent Financial Advisor (IFA) Location: National Aluma Capital strives to be South-Africa’s leading Asset and Fund Management Company. We provide several private investment options to our clients, including Private Equity, Global Note and insurance products. Who are we looking for? A Financial Advisor (financial agent / broker) who will be...

  • Client Engagement Adviser: Retentions

    4 weeks ago

    Pretoria, South Africa Sanlam Full time

    Client Engagement Adviser: Retentions (JHB) Date: 19 Nov 2024 Location: Pretoria, Gauteng, ZA Company: Sanlam Group THE ROLE An exciting opportunity has become available for a Retention Adviser in the Client Engagement team at Santam Direct, with offices based in Cape Town WHAT WILL YOU DO? The responsibility of the Retention Adviser is to retain...

  • Student Affairs Advisor

    6 months ago

    Pretoria, South Africa Eduvos Full time

    **Job Advert Summary**: Eduvos is looking to employ the services of a Student Affairs Advisor on a full time basisbased at our Pretoria campus. **Position**: To maintain and develop excellent student relationships and to provide support to students throughout the student journey from enrolment to graduation, thereby contributing to a positive student...

  • Student Affairs Advisor

    2 months ago

    Pretoria, South Africa Eduvos Full time

    **Job Advert Summary**: Eduvos is looking to employ the services of a** Student Affairs Advisor** on a full time basis based at our **Pretoria** campus. **Position**: To maintain and develop excellent student relationships and to provide support to students throughout the student journey from enrolment to graduation, thereby contributing to a positive...

  • Client Engagement Adviser: Retentions

    4 weeks ago

    Pretoria, South Africa Sanlam Full time

    THE ROLE- An exciting opportunity has become available for a Retention Adviser in the Client Engagement team at Santam Direct, with offices based in Cape Town**WHAT WILL YOU DO?**WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE?** - Retain clients by leveraging persuasive skills to identify and address their needs. - Create opportunities for retention by...