Requirements for this position: 2 years of proven experience in SDR/BDR or B2B sales experience within a SaaS or Tech environment, with at least one year in a leadership position. Strong understanding of sales processes and strategies, especially in outbound lead generation. BCom Law, Information Sc
service delivery processes High level account management and direct contact with executive contacts Preparation written and verbal) Organisation and project management: Effective daily communication with team members
to the client's needs, concerns, and objectives Managing an ongoing sales pipeline Generating your own building relationships with key decision makers Managing and reporting on sales activities Understanding Fantastic communication and people skills Ability to manage complex projects and clients Minimum 7 years experience
Partner and Assistant, as well as liaising with the regional Business Development Manager when necessary preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records methodology and tool sets only. Categories: Client data management Responsible for client data recording on the Produce clients' comprehensive wealth position. Management of joint entities on the Company's internal CRM preparation and Client Reviews Complete the necessary training on the Company's preferred financial planning
interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others. Responsibilities: (10%) Support the Centre with general office management tasks including reception and facilities Support process Investec CCM withdrawals for clients daily Assist with the opening of new Investec CCM accounts in line with business processes daily Commission Management (75%) Collaboration with the Finance and MIS from clients for professional services) Query management - with product providers on queries (including
interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others. Responsibilities: (10%) Support the Centre with general office management tasks including reception and facilities Support process Investec CCM withdrawals for clients daily Assist with the opening of new Investec CCM accounts in line with business processes daily Commission Management (75%) Collaboration with the Finance and MIS from clients for professional services) Query management - with product providers on queries (including
their value to potential customers. Participate in training sessions and team meetings to stay updated on Strong organizational skills with the ability to manage multiple tasks and priorities. Proficiency in using
their value to potential customers. Participate in training sessions and team meetings to stay updated on Strong organizational skills with the ability to manage multiple tasks and priorities. Proficiency in using
client is looking for a financial accountant to assist their clients in unlocking and maximising the value outcomes. This role will report to the executive management team. Summary of duties: • Obtain, calculate executives); • Ability to work under pressure and manage multiple client deadlines; • Self-driven and results-orientated;
version control systems (e.g., Git) for code management and collaboration. Identifying and addressing development team through documentation, mentoring, or training. Quality Assurance: Ensuring the software meets