CRM - Finance Specialisation

5 days ago

Durban, KwaZulu-Natal, South Africa MPVR Offshore Full time

Job Overview

We are seeking a proactive and personable Client Relationship Manager (CRM) to join our team. In this role, you will be the primary point of contact for our clients, ensuring their accounting and tax advisory needs are met with excellence. You will build and nurture strong relationships, understand client objectives, and collaborate with our accounting and advisory teams to deliver tailored financial solutions.

Your expertise in financial services, paired with outstanding communication and problem-solving skills, will drive client satisfaction and retention. This is an excellent opportunity for someone who thrives in a people-focused role within the accounting and finance sector.

The clients are in the UK so it's remote but local candidates, should they be successful, will be expected to work hybrid (3 days in office, 2 days from home). Out-of-town applications will be considered as well.

Salary band – R40kctc – R45kctc per month.

Key Responsibilities


• Client Management: Serve as the dedicated relationship manager for a portfolio

of clients, ensuring their needs are consistently met.


• Advisory Support: Collaborate with accounting and tax teams to deliver

strategic financial advice tailored to client goals.


• Issue Resolution: Act as a problem solver, addressing client queries, concerns,

and service issues promptly and effectively.


• Account Growth: Identify opportunities to expand service offerings, upsell

additional services, and contribute to business growth.


• Client Onboarding: Oversee the smooth onboarding of new clients, ensuring a

seamless experience.


• Regular Check-Ins: Conduct regular client reviews to gather feedback, monitor

satisfaction, and ensure alignment with service expectations.


• Market Insights: Stay informed about industry trends, tax regulations, and

market changes to offer proactive advice to clients.


• Collaboration: Work closely with internal teams to ensure clients receive

holistic and timely financial support.

Qualifications

  • BCOM Accounts + honours
  • Articles completed
  • AGA (SA)
  • 5 years+ experience in Accounts, client facing
  • UK Gaap highly beneficial

Preferred experience


• Experience: Minimum 3 years of experience in client relationship management

within accounting, financial services, or a similar industry.


• Industry Expertise: Experience working with clients in the childcare, care home,

content creator, tech, or construction sectors is advantageous.


• AI Experience: Familiarity with AI or generative AI tools in financial services,

including their applications in accounting or client management.


• Tech Proficiency: Familiarity with accounting software (e.g., Xero, QuickBooks)

and CRM tools.

Benefits


• Competitive salary based on experience


• Performance-based bonuses


• Flexible working options (remote or hybrid)


• Ongoing professional development and training


• Career progression opportunities


• Pension and health benefits

  • Senior Sales Executive

    2 weeks ago

    Durban, KwaZulu-Natal, South Africa Dixie Recruitment Full time

    Senior Sales Executive (JHB/DBN)Our Durban based client is looking for a highly motivated Senior Sales Executive to join their dynamic branding company that specialises in visual advertising for both indoor and outdoor applications.Minimum Qualifications:Matric and Tertiary qualificationProven sales in corporate banding, indoor & outdoor mediaPresent...

  • Senior Sales

    2 weeks ago

    Durban, KwaZulu-Natal, South Africa Winning Form Full time

    DescriptionStrong organizational and time management skills with the ability to handle multiple priorities.Proficiency in Microsoft Office Suite (Outlook, PowerPoint, Word, Excel) and CRM platforms.Ability to thrive in a fast-paced, dynamic environment with a proactive and solution-oriented mindset.ResponsibilitiesSales Operations & SupportLead and manage...

  • Senior Sales

    2 weeks ago

    Durban, KwaZulu-Natal, South Africa BETSoftware Full time

    Job DescriptionStrong organizational and time management skills with the ability to handle multiple priorities.Proficiency in Microsoft Office Suite (Outlook, PowerPoint, Word, Excel) and CRM platforms.Ability to thrive in a fast-paced, dynamic environment with a proactive and solution-oriented mindset.ResponsibilitiesSales Operations & SupportLead and...

  • Junior Credit Analyst

    1 week ago

    Durban, KwaZulu-Natal, South Africa Hire Resolve Full time

    A leading financial institution specialising in ethical and socially responsible banking is seeking a Junior Credit Analyst to join the KwaZulu-Natal team. The role focuses on preparing and analysing credit proposals, assessing financial viability, and supporting sound decision-making for asset and trade finance...

  • Financial Manager

    4 days ago

    Durban, KwaZulu-Natal, South Africa Tsebo Solutions Group Full time

    Tsebo Catering is in search of a seasonedFinance Managerto provide a sound finance structure to the business, including and not limited to financial planning, continuously revising, and narrowing controls to minimize risk. You will prepare and analyse the balance sheet, cash flow and income statement within the Division and Tsebo Group timelines. Manage...

  • Senior Sales Consultant

    5 days ago

    Durban, KwaZulu-Natal, South Africa Vicit Full time

    Job title: Senior Sales ConsultantLocation: Umhlanga, South AfricaWorking Pattern: HybridContract Type: Commissions onlyCompanyVicit Limited is a growth advisory consultancy in the Enterprise Performance Management (EPM) industry dedicated to helping founders and business leaders of software and consulting firms navigate the many pitfalls that can befall...

  • Debtors Clerk

    2 weeks ago

    Durban, KwaZulu-Natal, South Africa SA Van Conversions (Pty) Ltd Full time

    SA Van Conversions is a leading South African vehicle conversion and manufacturing company specialising in OEM-aligned, purpose-built commercial, healthcare, security, and specialised vehicles.The company operates multiple production facilities and delivers high-quality, compliant solutions to both public and private sector clients.SA Van Conversions is...

  • Associate Management Accountant

    1 week ago

    Durban, KwaZulu-Natal, South Africa Auxo Commercial Full time

    Associate Management Accountant - Durban, South AfricaCompany:Auxo TalentAuxo Talent is a global recruitment consultancy with a turnover exceeding £100 million. We specialise in STEM recruitment - focusing onengineering, technology, industry 2.0, and construction- and provide both contract and permanent staffing solutions to clients around the world.We're...

  • Senior Accounts Payable Administrator

    1 week ago

    Durban, KwaZulu-Natal, South Africa Auxo Commercial Full time

    Senior Accounts Payable Administrator - Durban (Hybrid)Global STEM Recruitment Group | Hybrid Working | Support UK Finance OperationsAuxo Talent is a global recruitment consultancy with a turnover exceeding £100 million. We specialise in STEM recruitment, engineering, technology, Industry 2.0, and construction, and partner with organisations around the...

  • Regional Financial Manager KZN

    5 days ago

    Durban, KwaZulu-Natal, South Africa ExecutivePlacements Full time

    Recruiter:Network RecruitmentJob Ref:NPr003115/EHoDate posted:Sunday, January 18, 2026Location:Durban, South AfricaSUMMARY:A prominent organization within the multi-site operational services sector is looking to appoint a seasoned Regional Financial Manager based in Durban North, to strengthen its finance leadership capability.POSITION INFO:This role offers...