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My client, a well-established Blue Star Financial Services business based in Bellville, needs the service of an experienced person to support their Financial Advisors in managing client portfolios and providing exceptional client service to their clients. This person plays a crucial role in the day-to-day operations of the advisory team and helps to streamline processes to ensure efficient workflow. Although working in an office environment the person will be exposed to client-facing and back office tasks. Responsibilities- Assist the Financial Advisors in perparing for client reviews and meetings, including gathering documentation and client information- Process documentation related to client portfolios such as new business applications, investments, etc- Follow up with clients regarding outstanding documents or pending transactions- Collaborate with compliance and operations teams to ensure adherence to industry regulations and policies- Maintain accurate and up-to-date client records and filesRequirements- Grade 12- 5 years relevant experience in the financial services (preferabily long term insurance), investment and life insurance industry such as in a financial and/or insurance brokerage environment- Very good understanding of financial products and services- Proficient in using CRM software, MS Office and Web tools- Attention to detail and accuracy in all tasks- Strong organisational and time-management skills - Ability to work without direct supervision and to deal with more than one issue simultaneously - Excellent communication and interpersonal skillsRemuneration- Salary R25000/month negotiable based on relevant experience and skills- 22 working days annual leave - Group risk and income protector cover - After probation the employee qualifies for a retirement fund contribution Forward your CV (max 3 pages) to our HR Consultant: fjjconsult@mweb.co.zaShould you not be invted for an interview within 10 days kindly accept that your application was not shortlisted
Bellville
Results for crm manager in "crm manager" in Jobs in Western Cape in Western Cape
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Job Requirements:Strong CRM experience and automation skillsAdvanced Google Sheets (dashboards, formulas, logic)Shopify e-commerce experienceExperience with inventory systems (Cin7/DEAR preferred)Proven systems and operations mindsetUnderstanding of marketing performance metrics (ROAS, funnels, email)Experience in fast-paced SMEs or founder-led businessesLean / process improvement experienceJob Duties:Own and optimise operational systems, workflows, and SOPsDrive CRM automation and reporting (Monday CRM preferred)Manage Shopify store accuracy, integrations, and customer experienceOversee inventory, production tracking, and supplier coordination (Cin7/DEAR preferred)Implement real-time customer feedback and communicationsMonitor marketing performance and integrate with systemsLead teams, hold people accountable, and act as operational lead in the Founders absenceSalary:Market RelatedHow to apply:
https://www.jobplacements.com/Jobs/O/Operations--Growth-Manager-1265758-Job-Search-02-24-2026-10-35-33-AM.asp?sid=gumtree
6d
Job Placements
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Key Responsibilities:Handle calls and customer interactions with professionalism and empathy.Manage and update CRM systems accurately.Provide administrative support to the UK operations team.Multitask effectively in a fast-paced environment.Deliver excellent customer service and support.Requirements:Fluent in English (both written and spoken).Previous experience in a call centre or administrative environment.Strong multitasking and organisational skills.Experience with CRM systems beneficial.Positive attitude and willingness to go the extra mile.
https://www.jobplacements.com/Jobs/C/Call-Centre-Administrator--Langebaan-1235261-Job-Search-02-24-2026-00-00-00-AM.asp?sid=gumtree
5d
Job Placements
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Our Client, a National and ever growing retailer is seeking to employ a sales executive to join their team – division – corporate gifting
Main requirements:
Grade 12
Relevant experience calling on corporates
Code 8 and own car – there is a allowance towards this
Excellent communication skills
Responsibility:The Sales Executive in corporate gifting drives B2B sales by acquiring new clients and managing accounts, delivering tailored gift solutions, and managing the end-to-end order process. Key duties include cold calling, preparing quotes/presentations, coordinating with production for branding, and achieving sales targets to build long-term corporate relationships.
Core Duties and Responsibilities
• Business Development & Sales: Actively scout for new corporate clients through cold calling, networking, and industry events to build a sales pipeline.
• Account Management: Nurture existing client relationships to secure repeat business, particularly for seasonal gifting (e.g., Christmas, Diwali, New Year).
• Proposal & Presentation: Develop and present customized gift proposals, quotes, and product samples tailored to client branding requirements.
• Order Management: Oversee the entire order process, from initial inquiry to design, production, and final delivery, ensuring quality and accuracy.
• Relationship Management: Act as the primary point of contact for clients, addressing inquiries, and maintaining high levels of satisfaction.
• Market Intelligence: Keep updated on industry trends, competitor pricing, and new product offerings.
• Administrative Reporting: Maintain CRM records, update sales pipelines, and provide regular sales reports to management.
Required Skills and Qualifications
• Experience: Proven experience in B2B sales, specifically in corporate gifting, promotional products, or marketing services.
• Communication: Exceptional negotiation, presentation, and interpersonal skills.
• Organization: Strong administrative skills, including the ability to manage multiple, complex orders simultaneously.
• Technical Skills: Proficiency in MS Office (especially Excel for quotations) and CRM systems.
Our client offers, Basic Salary, Fuel Allowance, travel allowance and commission
Email marlene@servicesolutions.co.za
Consultant Name: Marlene Smith
2d
Service Solutions
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The CompanyOur client is an established official distributor of heavy-duty parts and fleet management solutions designed to keep local businesses moving. They serve fleet managers and logistics companies across the region who require reliable, high-quality technical support to streamline their daily operations. Their unique position in the market relies on providing direct, trusted access to official distribution standards, ensuring their partners maintain highly efficient, uninterrupted transport fleets.What Youll Be DoingManage the full sales cycle from initial cold outreach to closing long-term service agreements.Market official fleet solutions directly to logistics managers across the Pretoria region.Build and maintain trusted, professional relationships with key decision-makers in the transport sector.Track your daily sales activities and new leads carefully using digital CRM platforms.Work closely with the internal team to make sure every client receives reliable, high-quality technical support.Experience & QualificationsA proven background in B2B sales, with a clear understanding of the Pretoria business landscape.A valid drivers license and your own reliable vehicle for daily travel to client sites.Strong communication skills to present technical service agreements clearly and directly.Hands-on experience tracking leads and managing a consistent sales pipeline using CRM software.Previous work in the automotive, fleet management, or heavy-duty parts industry is a strong advantage.This exclusive opportunity is managed by TRP. This role offers a driven sales professional the chance to build a highly profitable career with a leading official distributor in the commercial fleet solutions industry.
https://www.jobplacements.com/Jobs/F/Fleet-management-sales-1265668-Job-Search-02-24-2026-00-00-00-AM.asp?sid=gumtree
5d
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Personal Assistant / Sales AnalystSupport executive leadership and drive sales insights.Location: Klapmuts | Salary: Monthly Guaranteed Package R28 000.00About Our ClientBased in the Klapmuts region, this company is a dynamic distributor. It operates a professional environment that values smooth operations, data-driven decision-making, initiative, and a positive attitude.The Role: Personal Assistant / Sales AnalystThis dual-function role exists to provide high-level administrative support to the Sales Director while conducting detailed sales reporting and analysis. It contributes to the business by facilitating communication, handling confidential information, and supporting the decision-making process through data interpretation.Key ResponsibilitiesUtilize 4 years of related experience to support the Sales Director and sales functions.Manage the Sales Directors calendar, meetings, and travel arrangements.Gather and analyze sales data to create reports on forecasts, pipelines, and performance.Act as a liaison between the Sales Director and internal or external stakeholders.Utilize CRM software to maintain accurate records and track key performance indicators.Assist in planning and executing sales events and conferences.Conduct market research to support sales team strategies.Experience in sales reporting, analysis, and CRM systems is advantageous.About You4 years of related experience.Matric or a relevant Diploma.Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word, Outlook).Assertive, self-motivated, and able to work independently.High level of discretion and strong organizational skills.Experience in sales reporting, analysis, and CRM systems is advantageous.
https://www.jobplacements.com/Jobs/P/Personal-Assistant-Sales-Analyst-1266443-Job-Search-2-26-2026-7-52-39-AM.asp?sid=gumtree
4d
Job Placements
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