Client Liaison Officer
Sourcefin
- Johannesburg, Gauteng
- Permanent
- Full-time
Johannesburg, South Africa | Full-timeAt Sourcefin, we don't just provide funding. We help South African SMMEs thrive. As a Client Liaison Officer, you'll be the face of that promise, guiding new clients through onboarding, ensuring they're supported at every step, and helping identify opportunities for long-term success.You'll manage the full client experience from first contact through to activation, serving as the bridge between clients and our teams. If you're driven, great with people, and passionate about building trust and efficiency into every interaction, we'd love to meet you.What you'll doSales & GrowthGuide new clients through Sourcefin's product suite with tailored recommendationsOwn the full onboarding process in HubSpot — from first touch to conversionIdentify upsell and cross-sell opportunitiesWork with internal teams to speed up conversion and ensure client needs are metRepresent Sourcefin at select external events and PR opportunitiesCustomer Experience & RetentionProactively flag and resolve roadblocks before they impact the clientConduct check-ins and follow-ups to ensure satisfaction post-onboardingTrack and improve key moments in the client journeyCompliance SupportSupport clients with compliance and regulatory documentationLiaise internally to keep clients informed and supported through the deal processProvide frictionless service through all regulatory and onboarding milestonesWhat makes you a great fit2+ years in client onboarding, customer success, or account management (preferably FinTech or financial services)Experienced in HubSpot CRM and confident in managing automation, reporting, and pipeline workflowsExceptional verbal communication and relationship-building skillsComfortable handling objections and guiding conversations to conversion outcomesSelf-starter who thrives in fast-paced, growing environmentsWhy join SourcefinYou'll shape the experience of every new client and ensure they succeedWe offer a close-knit, high-performance culture where feedback is direct, and growth is constantCompetitive compensation, medical aid contributions, access to mental wellness support via October Health, and subsidised healthy meals from Olive & PlateIf you're client-obsessed, CRM-savvy, and thrive on making onboarding smooth and human — apply now.