Relationship Manager: Sales
At a glance
Mid-level Account Management role at Lula. Cape Town · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Handle funding applications at volume while working toward monthly disbursement goals
- Review business bank information and financial measures before sending qualifying applications to Credit Risk
- Find current clients whose repayment records support larger limits or additional capital
- Explain funding products, pricing, fees, and terms clearly without giving regulated advice
- Manage repeat-funding accounts and keep leadership updated on pipeline status, forecasts, and conversion rates
What you bring
- Grade 12 is required, with a Finance, Business, or Accounting degree or diploma strongly preferred
- At least two to three years of sales experience with evidence of hitting or surpassing targets
- You can take a funding deal from first enquiry through disbursement while addressing facility terms and fees accurately
- You can use CRM information, financial trends, and Excel to track activity and spot expansion opportunities
- You are comfortable using AI tools, adapting to new sales technology, and following legislative requirements
Who this fits
You’ll suit a target-focused sales professional who can combine fast application handling with careful financial and pipeline analysis. The work involves repeat-client portfolio management, high activity levels, and precise communication in a high-pressure fintech setting. The role is based in Cape Town, South Africa.
From the employer
Lula is seeking a high-performance Relationship Manager to drive B2B growth by facilitating access to capital for SMEs. The primary objective is to manage the end-to-end sales process for funding facilities between R10k and R500k. This role requires a specialist who can convert high-volume applications while strategically monitoring portfolio performance to facilitate increased capital exposure for growing businesses.
Key Responsibilities:
- High-Volume Conversion: Efficiently process and respond to business funding applications to meet and exceed monthly disbursement targets.
- Technical Application Analysis: Accurately interpret business bank data and financial metrics to determine which applications meet the criteria for Credit Risk assessment.
- Exposure Scaling: Proactively identify existing clients within the R10k–R500k bracket who qualify for higher credit limits or increased capital exposure based on their repayment history and financial performance.
- Information Disclosure: Provide clear and accurate information regarding Lula’s funding products, pricing, and terms, ensuring clients are fully informed to make their own business decisions.
- Retention Management: Maintain a dedicated portfolio of repeat funding clients, fostering long-term trust through consistent service excellence and timely communication.
- Pipeline Accuracy: Maintain a rigorous, data-led sales pipeline, providing leadership with factual reporting on status, forecasts, and conversion rates.
THE COMPETENCIES WE’RE AFTER
- Skilled in addressing client queries regarding facility terms, interest rates, and fees through factual product knowledge and value-proposition alignment.
- Proven ability to drive the sales process from initial inquiry to final disbursement, ensuring favorable outcomes for both the client and Lula.
- Ability to leverage CRM data and financial trends to identify opportunities for capital expansion within the existing client base.
- Deep understanding of the mechanics of all funding products to provide comprehensive product information.
- Maintaining high activity levels and precision within a fast-paced, high-pressure fintech environment.
THE SKILLS AND EXPERIENCE WE’RE LOOKING FOR
- Grade 12 is required; a Degree or Diploma in Finance, Business, or Accounting is highly desirable.
- Minimum 2–3 years of proven sales experience with a track record of meeting or exceeding targets.
- Technical Proficiency & Adaptability: Strong technical aptitude with a proven ability to leverage AI tools and seamlessly adapt to emerging technologies and modern sales trends.
- Experience working with CRM platforms (Zendesk or similar) and Excel proficiency for data tracking is advantageous.
- Commitment to upholding internal standards and legislative requirements, ensuring all interactions remain within the non-advisory framework.
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