Job Description
KEY RESPONSIBILITIES
- Our client is looking for a personable and hard-working individual to join the Complex Solutions sales team. You will be responsible for business development and growth globally. You will be expected to source and set up meetings with new clients within various industries and ensure that client relationships are maintained.
- The Sales Developer will be responsible for the following:
- Prospecting new leads/potential clients using internal processes.
- Communication with prospective clients and arranging sales calls.
- Maintaining client data and generating quotes through our Client Relationship Management Platform.
- Running calls and meetings together with the Branch Manager
- Implementing procedures to improve quality, productivity, and efficiency.
SKILL SET AND DESIRED COMPETENCIES
- Excellent knowledge and use of Microsoft Office Applications (i.e. Word, Excel, and Outlook)
- Excellent use of the English language, both written and verbal
- Maintain effective daily communication with relevant team members.
- Ability to adapt within the ever-changing shipping environment.
- Attention to detail with the ability to prioritize tasks effectively.
- Ability to proactively identify problems in advance.
- Creative problem-solving ability
- Independent-thinker and resourceful
- Energetic, enthusiastic, and personable
- General business acumen
QUALIFICATIONS AND EXPERIENCE
- University Undergraduate Degree of any background, commerce-focus preferable
- Honours Degree advantageous
- Work experience advantageous.
- Strong academic track record required.
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Job Description
- The financial controller is responsible for the daily finance operations of all shipments allocated to them. This involves invoicing clients, processing invoices received from suppliers and overall cost management and profit maximisation.
- The finance team liaises with various shipping providers, suppliers and clients primarily over email and when required, over the phone in a timely and professional manner.
On a practical level, this role also involves:
- Receipt of cash and bank reconciliation
- Management of debtors and processing of payments
- Management of shipments from a finance perspective
- The need exists for an additional team member to deal with the number of new clients signed, thus resulting in an increase in volume of transactions. The financial controller will also be working with other roles in the relevant business unit and finance team.
QUALIFICATIONS AND EXPERIENCE
- University Undergraduate Degree (BCom Accounting/Finance)
- Honours Degree Advantageous
- Excellent High School Results (2-5 distinctions and >65% for Mathematics)
REQUIRED SKILL SET
- Excellent command of English
- Detail-driven
- Admin-orientated
- Great interpersonal skills
- Solution-driven
- Problem-solving ability
- Willingness to learn and develop
- Comfortable with change
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ROLE OVERVIEW
- Reports To: Global Head of Partnerships
- The Strategic Partnerships Manager will play a key role in executing our client's global partnership strategy, focusing on the acquisition, activation, and management of referral and strategic partners. In addition, the role also includes the ownership of the partnerships and sales processes pertaining to one of their newest product offerings, claims monetization.
- This position is essential for driving partner-generated revenue, enhancing their market presence, and optimising the long-term success of its partnership’s ecosystem.
- Working closely with the Global Head of Partnerships and the Head of Claims Monetization, this role will have a significant impact on achieving the 2026 partnership objectives, contributing to pipeline generation, deal closures, new partner acquisition, and market engagement through partners.
KEY RESPONSIBILITIES
Expanding the Partnership-Generated Pipeline
(KPI: Generate new referral-based opportunities and onboarding new partners from focus list of target partners)
- Develop and activate new referral channels to ensure a consistent flow of high-quality partner-introduced opportunities.
- Prospecting, cold calling, and outreach to potential partners on our focus list as well as management of the partner deal through all sales stages to secure additional partners.
- Overall channel management with existing partners to strengthen relationships and drive more introductions and referrals.
- Monitor and report on the referral pipeline, ensuring smooth progression of opportunities through internal teams.
Driving Partner-Influenced Revenue Growth
(KPI: Support enterprise-signed partner deals)
- Collaborate with sales and client teams to convert partner-referred opportunities into signed deals.
- Provide partners with the right tools, insights, and messaging to reinforce the company's value proposition. This includes running training sessions, creating presentations, and case studies.
- Identify and address roadblocks in deal flow with internal teams to resolve proactively.
- Drive engagement with high-priority partners to accelerate deal conversion rates.
Acquiring & Onboarding Strategic Partners
(KPI: Source and sign new key partners: Custodian Fund Admins, Consultants, and Other Focus Partners)
STRATEGIC PARTNERSHIP MANAGER
- Identify and build relationships with new strategic partners aligned with the growth strategy. Focus
- Partners include but are not limited to Fund Admins, Investment Consultants, Brand Ambassadors,
- Management Companies, Trustees, Fund Liquidation Specialists and Custodians.
- Support the end-to-end onboarding process for new partners, from initial engagement to activation.
- Ensure all new partners have tailored engagement plans and a clear path to value creation.
Enhancing Partner Engagement & Market Activation
(KPI: Press releases, joint webinars, and other marketing campaigns with existing and new partners)
- Work with the marketing team to drive impactful partner announcements and brand visibility.
- Develop and execute joint webinars with key partners to boost industry engagement.
- Regularly engage with partners to maximize co-marketing and collaboration opportunities.
Ownership of partnerships and sales processes pertaining to Claims Monetization
(KPI: Revenue generated, and number of claim monetization deals closed)
- Own the end-to-end partnership engagement process and deal flow generation for the product.
- Manage relationships for all Claim Monetization partners and customers.
- Get involved in the Claim Monetization sales processes, managing client communications and taking ownership of potential deals.
- Provide partners and clients with the right tools, insights, and messaging to reinforce the Claims Monetization value proposition. This includes creating proposals and presentations and hosting webinars.
- Collaborate with numerous internal teams to effectively manage the Claims Monetization front office.
Strategic Reporting & Partner Performance Analysis
(KPI: Clear improvement to reporting processes and dashboards)
- Monitor and report on key metrics for partner-driven pipeline, revenue, and engagement.
- Provide actionable insights to optimize the partnership strategy based on data and feedback.
- Maintain a comprehensive partner performance dashboard to track progress toward 2026 targets.
Additional Responsibilities
- CRM Reporting & Forecasting: Manage all CRM reporting for partner activities, ensuring accurate data collection and actionable insights.
- Partner Commission Calculations & Payments: Manage commission structures, ensuring accurate and timely commission payments for all partners
REQUIRED SKILLS & ATTRIBUTES
- 2-3 years of experience in a similar role or front office environment including sales/partner/client success functions.
- Excellent interpersonal and communication abilities, with a knack for influencing stakeholders.
- Strong problem-solving and project management skills with a demonstrated ability to deliver measurable results.
- Familiarity with withholding tax recovery processes is a plus.
- Familiarity with Salesforce is a plus.
BACKGROUND & EDUCATION
- BCom in Accounting, Finance, or equivalent. CA/equivalent
- A keen interest in the financial services industry and capital markets
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