Customer Service Consultant

Role Purpose

One of our clients in the storage space is looking for a customer-focused and commercially minded
Customer Service Consultant
to join our branch team in Durbanville Cape Town and CBD Cape Town.

The successful candidate will be responsible for providing an exceptional customer experience to both
walk-in and telephonic customers
, while supporting the commercial and administrative operations of the branch.

You will assist customers in understanding their storage requirements, recommend the most suitable storage solutions and products, prepare quotations and invoices, follow up on payments, and ensure that all branch administration is handled accurately and efficiently.

This is a
customer-facing, commercially focused and administrative role
that requires someone who is confident dealing with people, computer literate, organised and comfortable identifying opportunities to upsell and grow revenue.

Key Responsibilities

Customer Service & Branch Support

• Welcome and assist walk-in customers in a professional and friendly manner.

• Handle incoming customer calls, enquiries and requests.

• Understand customers' storage requirements and recommend appropriate storage solutions.

• Provide customers with accurate information regarding available products, services, pricing and storage options.

• Resolve customer queries and complaints efficiently and professionally.

• Build strong customer relationships and provide a consistently high level of customer service.

• Follow up with customers regarding enquiries, quotations and outstanding requirements.

Commercial & Sales Support

• Identify opportunities to upsell and cross-sell additional storage products and services.

• Advise customers on the most suitable storage solutions based on their individual needs.

• Prepare and follow up on quotations.

• Convert enquiries into confirmed sales and bookings.

• Maintain strong relationships with existing customers and identify opportunities to retain and grow business.

• Follow up on prospective customers who have not yet converted.

• Support the branch in achieving its commercial and revenue targets.

Administration & Financial Administration

• Prepare quotations, purchase orders and invoices.

• Process customer documentation accurately and timeously.

• Maintain accurate customer records and ensure that systems are kept up to date.

• Assist with account and payment administration.

• Follow up with customers regarding outstanding payments and overdue accounts.

• Assist with basic debt collection and payment queries.

• Process and maintain relevant branch documentation.

• Provide administrative support to the branch and commercial team.

• Ensure all customer and financial information is handled accurately and confidentially.

Facility & Branch Management

• Assist with maintaining a clean, professional and presentable branch environment.

• Conduct basic checks of the facility and identify maintenance or repair requirements.

• Report faults, maintenance issues or repairs to the relevant service providers.

• Follow up on outstanding maintenance requests to ensure issues are resolved.

• Assist with ensuring that the branch operates safely, efficiently and professionally.

Systems & Technology

• Utilise Microsoft Office and other business systems to complete daily duties.

• Use
  Microsoft Outlook, Teams, Word, Excel and Power Point confidently.

• Capture and maintain accurate information on internal systems.

• Communicate effectively with customers, colleagues and service providers via telephone, email and Teams.

Minimum Requirements

• Matric / Grade 12.

• Previous experience in
  customer service, administration, sales support, branch operations or a similar commercial environment
  .

• Strong computer literacy and proficiency in Microsoft Office.

• Experience with
  Outlook, Teams, Word and Excel
  is essential.

• Strong written and verbal communication skills.

• Excellent customer service and relationship-building skills.

• Strong administrative and organisational abilities.

• Comfortable working with numbers, quotations, invoices and customer accounts.

• Commercially aware with the confidence to upsell and identify sales opportunities.

• Valid driver's licence
  preferred
  .

• Own reliable vehicle
  preferred
  .

Key Competencies

The ideal candidate will be:

• Customer-focused and service-driven

• Commercially minded

• Confident and professional

• Excellent communicator

• Strong at building relationships

• Organised and detail-oriented

• Computer literate

• Comfortable working with administration and financial processes

• Proactive and able to follow up

• Confident handling customers both…