Job Purpose
We are seeking a client-focused Client Liaison Officer to own the end-to-end client experience, from first contact through onboarding and beyond. This role is the vital link between prospective and new clients and Sourcefin's internal teams, ensuring every client feels understood, supported and set up for success.
The role suits someone who thrives on building rapport, is comfortable working across CRM systems and cross-functional teams, and takes pride in turning a first enquiry into a long-term, funded relationship.
Duties & Responsibilities
● General duties: Perform such additional duties as are assigned from time to time by the board.
● Client communication: Manage inbound and outbound client calls, capturing relevant information for accurate hand-over to internal teams while building genuine rapport; identify client needs, answer queries and address objections with empathy and professionalism.
● Onboarding & client experience: Own and manage the end-to-end client experience and onboarding process, ensuring a structured and seamless journey; guide new clients through Sourcefin's financial solutions, providing tailored product recommendations based on their needs; monitor and improve key onboarding processes to enhance customer satisfaction; proactively identify and address potential client roadblocks before they become issues.
● CRM & process optimisation: Optimise onboarding workflows in HubSpot, tracking client progress and automating key touchpoints; maintain accurate records of all client interactions and progress in HubSpot CRM.
● Business development & growth: Engage with other departments to accelerate client conversions and revenue growth; identify upselling and cross-selling opportunities during the onboarding process; follow up on leads and guide clients through their next steps and each stage of their journey with us.
● Customer experience & retention: Conduct regular follow-ups to ensure clients remain engaged, satisfied and set up for long-term success, supporting customer experience and retention across the client base.
● Compliance support: Navigate and support clients with all necessary compliance documentation; assist clients with regulatory requirements, ensuring a frictionless experience in securing their fun
● Brand representation: Attend PR events, exhibitions and summits, introducing Sourcefin and its offering to potential clients.
Desired Experience
● Matric (essential); a relevant tertiary qualification in business, marketing, finance or a related field is advantageous.
● 2–3 years' experience in a client-facing role such as client liaison, account management, sales support or customer success, ideally within financial services, fintech or a related industry.
● Working knowledge of CRM systems, with HubSpot experience strongly preferred.
● Strong verbal and written communication skills, with the ability to build rapport quickly and explain financial products in plain, accessible language.
● A proactive, solutions-oriented approach with the ability to manage multiple client relationships simultaneously.
● Sound understanding of, or willingness to learn, SMME funding solutions and related compliance requirements.
● Own transport and a valid driver's licence, given the requirement to attend external events.
● High attention to detail and strong organisational skills.
Skills Required
- Matric (essential)
- Relevant tertiary qualification in business, marketing, finance or related (advantageous)
- 2-3 years' experience in a client-facing role (client liaison, account management, sales support or customer success)
- Working knowledge of CRM systems
- HubSpot experience (strongly preferred)
- Strong verbal and written communication skills
- Proactive, solutions-oriented approach and ability to manage multiple client relationships
- Sound understanding of, or willingness to learn, SMME funding solutions and related compliance requirements
- Own transport and a valid driver's licence
- High attention to detail and strong organisational skills
- Willingness to attend PR events, exhibitions and summits
What We Do
Sourcefin is a leading tender and purchase order funding specialist, dedicated to empowering South African entrepreneurs and businesses with a comprehensive suite of financial services. Our expertise encompasses PO funding, tender finance, and invoice discounting, ensuring that your business has the capital it needs to thrive. We excel in providing tailored financing solutions for purchase orders and tenders, allowing you to focus on growing your business. Our services include sourcing goods from our extensive network of trusted suppliers, managing all logistics, and offering expert guidance throughout the entire process. Whether you need immediate funds to fulfil a large order or support to meet the requirements of a significant tender, Sourcefin is here to help. Our purchase order finance solutions are designed to help businesses manage cash flow effectively, enabling you to take on larger projects without the worry of financial strain. With PO finance, you can cover the costs of production and delivery before receiving payment from your customers, ensuring smooth operations and timely fulfilment. Tender finance is another key area of our expertise. We understand the complexities and demands of securing and delivering on government and large corporate contracts. Our tender funding services provide the necessary capital to meet tender requirements, covering everything from supplier payments to project execution costs. This allows you to focus on delivering high-quality results without financial hurdles. In addition to PO funding and tender finance, we offer invoice discounting services. Invoice discounting helps you unlock the cash tied up in unpaid invoices, providing you with immediate working capital. This service is crucial for maintaining a healthy cash flow, enabling you to reinvest in your business and continue growing without delays.
