Client Liaison Officer

Client Liaison Officer
Johannesburg, South Africa | Full-time

At 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.

Sales & Growth

• Guide new clients through Sourcefin's product suite with tailored recommendations

• Own the full onboarding process in Hub Spot — from first touch to conversion

• Identify upsell and cross-sell opportunities

• Work with internal teams to speed up conversion and ensure client needs are met

• Represent Sourcefin at select external events and PR opportunities

Customer Experience & Retention

• Proactively flag and resolve roadblocks before they impact the client

• Conduct check-ins and follow-ups to ensure satisfaction post-onboarding

• Track and improve key moments in the client journey

Compliance Support

• Support clients with compliance and regulatory documentation

• Liaise internally to keep clients informed and supported through the deal process

• Provide frictionless service through all regulatory and onboarding milestones

• 2+ years in client onboarding, customer success, or account management (preferably Fin Tech or financial services)

• Experienced in Hub Spot CRM and confident in managing automation, reporting, and pipeline workflows

• Exceptional verbal communication and relationship-building skills

• Comfortable handling objections and guiding conversations to conversion outcomes

• Self-starter who thrives in fast-paced, growing environments

• You'll shape the experience of every new client and ensure they succeed

• We offer a close-knit, high-performance culture where feedback is direct, and growth is constant

• Competitive compensation, medical aid contributions, access to mental wellness support via October Health, and subsidised healthy meals from Olive & Plate

If you're client-obsessed, CRM-savvy, and thrive on making onboarding smooth and human — apply now.