{"id":4077234,"url":"https://alion.io/job/datafin-key-account-manager-kzn-onsite","title":"Key Account Manager (KZN Onsite)","company":{"id":4497034,"name":"Datafin","domain":null,"url":"https://alion.io/company/datafin","size_band":null,"is_staffing_agency":true,"employer_type":"agency","is_intermediary":false,"listed_via":null,"ats_vendor":null,"truth_index":null},"role":"Marketing","role_family":"Marketing","seniority":null,"employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["South Africa"],"countries":["ZA"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-11-11T15:24:18Z","employer_posted_date":null,"last_verified_at":"2026-11-11T15:24:18Z","board_verified":false,"closed_at":null,"days_open":1,"trust":{"level":"not_scored","repost_count":null,"flags":[],"days_open":1},"description":"ENVIRONMENT:\n\nA dynamic Financial Solutions Provider seeks a Key Account Manager to look after its portal client base at its KwaZulu-Natal division. This will include onboarding new clients quickly and accurately, keeping every portal client well serviced and retained, growing existing accounts and Debtor monitoring, and converting demos and existing consultancy and BCB clients onto the portal, working alongside the Credit Risk Advisors. The ideal candidate must preferably have a suitable 3-year Degree; five years' relevant experience in service delivery or client relationships will be accepted instead. A Credit Risk Management background is preferred, and you will also require experience with contract drafting and client onboarding in line with the New Client Take-On SOP and setting up clients on CreditSphere360: branches, users, modules, risk report rates, levels of authority, Debtor monitoring and credit applications.\n\nDUTIES:\n\nClient Service and Retention -\n\nClients are placed in service tiers by monthly billing at the start of each year.\nTier 1, your top clients by monthly billing: visit each in person with the servicing CRA at least once a year. A large client signed during the period may be added to Tier 1 by the Sales Director.\nTier 2, clients above an agreed billing threshold: call at least once a quarter.\nTier 3, all other clients: call at least twice a year.\nRecord every visit and call as a meeting note under Client Manager ? Meetings on the day; the Sales Director spot-checks meeting notes each quarter.\nWhere you are concerned about a client's portal fee or usage, see the client with the servicing CRA.\nKeep and grow your existing book: identify customer risks early and act on them and grow existing clients through more Debtors monitored and added modules or branches.\nComplete each client's annual licence fee review before the anniversary of their agreement, so the annual increase is agreed and billed; the Sales Director confirms this once a year.\nRecord every cancellation with its date and reason in the client overview.\n\nEscalations and Issue Resolution -\n\nResolve client issues quickly; where an issue needs escalating, escalate it to the servicing CRA promptly (and to the Regional or Credit Manager and Sales Director where needed) and keep the CRA informed until it is closed.\nRecord escalations in the Escalation Log and pass client suggestions on to the right team.\n\nNew Client Onboarding (New Client Take-On SOP) -\n\nDraft the client agreement within 1 business day of the CRA's instruction, copying the relevant Credit Manager.\nSend the agreement to the client within 2 business days of drafting, copying the CRA. Where the CRA sends it, they copy you.\nFollow up and update the CRA at least every 2 business days until the agreement is signed.\nSend the signed agreement to the Financial Director within 1 business day of receiving it.\nLoad the client onto the BCM / BCB system within 1 business day of receiving the signed Internal Take on Form, using the agreement, insurance policy, broker nomination and take-on form, in line with the system onboarding manual.\nVerify the captured data, then sign and send the Internal Take-on Form to the relevant Executive within 1 business day of loading, copying the lead initiator, the CRA who brought in the business and the servicing CRA.\nKeep all correspondence in the email thread titled 'INTERNAL CLIENT TAKE ON FORM'; the Sales Director checks a random sample of onboardings from these threads each quarter.\nEscalate agreement queries to the Managing Director and record any delay caused by others in the 'INTERNAL CLIENT TAKE ON FORM' email thread. Broker nominations, insurance policies and completing the take-on form are the CRA's responsibility.\nComplete onboarding and training so that every new client uses the full CreditSphere360 service agreed.\nAccurate onboarding protects the correct allocation of commission.\n\nCreditSphere360 Onboarding (converted clients) -\n\nPhase 1, within 1 business day (24 hours) of conversion: create the client's branches and branch information; create users and passwords; set up the customer modules and functions; set the risk report rates; set the levels of authority.\nRecord a meeting note under Client Manager ? Meetings saying 'Phase 1 complete' on the day it is\ndone.\nFull onboarding, within 5 business days of conversion: set up debtor monitoring and the credit application, then record a meeting note saying 'Full onboarding complete'.\nWhere the client causes a delay (for example, debtor lists or documents not provided), record the reason in the meeting note and inform the Sales Director and the servicing CRA.\nSet the client up completely and accurately, so that neither the client nor the CRA has to come back to correct it.\n\nDebtor Monitoring and Industry Age -\n\nGrow Debtor monitoring towards the agreed utilisation range; no client should have zero Debtors monitored more than 3 months after take-on.\nSupport the branch Industry Age target by driving clients to submit and load their age analyses.\n\nDemos, Sales and Pipeline -\n\nRun CreditSphere360 demos to a high standard and record every demo and its outcome in the Demo Log; demo quality is measured through the demo conversion rate.\nConvert demos into portal clients and follow up every open proposal.\nAchieve an agreed new monthly billing target and keep the sales leads tracker current.\nAttend the first-Friday sales meeting and give feedback on client conversations.\nIdentify upsell opportunities across services, including BCB reports, debt recovery, credit insurance and KYC / FICA compliance.\n\nClient Activity Reporting -\n\nEach quarter, prepare a client activity report for the Sales Director from CreditSphere360 usage data and present it at the first-Friday sales meeting after quarter end.\nReport the number of logins per user for every portal client, and flag users who are not logging in. Users expected to log in rarely, such as a signatory who only approves limits above R1m, are marked as expected low use rather than flagged.\nReport credit applications sent vs completed through the portal, debtor monitoring usage %, and the number of applications requested through the portal.\nFollow up every flagged user and low-usage client (for example with training or a visit with the CRA) and record the action taken.\n\nBilling and Administration -\n\nEnsure billing and invoicing are correct for your clients.\nKeep the CRM and client accounts accurate and up to date.\nGive feedback on results, client interactions and highlights at the first-Friday sales meeting.\nMaintain the SOPs for your role, including portal onboarding, portal termination and the sales leads tracker.\n\nREQUIREMENTS:\n\nQualifications –\n\nA 3-year Degree is preferred; five years' relevant experience in service delivery or client relationships is accepted instead.\n\nExperience/Skills –\n\n3-5 Years' experience in Account Management or Customer Service.\nA proven record of keeping and growing client relationships.\nConfident demonstrating and setting up a software platform for clients.\nA Credit Risk Management background is preferred.\nPresenting and demonstrating CreditSphere360 to clients and prospects.\nAccurate contract drafting and client onboarding in line with the New Client Take-On SOP.\nSetting up clients on CreditSphere360: branches, users, modules, risk report rates, levels of authority, Debtor monitoring and credit applications.\nRelationship building and client retention.\nSales pipeline management and forecasting.\nAnalysing client usage data and reporting it clearly.\nJudgement on what needs escalating, and following it through.\nCommunication and interpersonal skills.\nComputer skills: CreditSphere360, the CRM and sales leads tracker, and Microsoft Office.\n\nATTRIBUTES:\n\nResponsibility & Accountability - Responsibility is the obligation to perform the task or comply with the rule.\n\nAccountability is answerability for the outcome of the task or process.\n\nTeamwork - Teamwork is selfless and focuses on the end goal: the whole is greater than the sum of its parts. Measured on the trust within your team and peers.\n\nIntegrity & Respect - Know and do what is right. Treat others how you want to be treated. Stand up\n\nfor what's right.\n\nTransparency - Communicate clearly and directly, positive or negative, so that all stakeholders have the information needed to deliver. Be the eyes and ears of management on quality and staff wellbeing. If you believe there might be a problem, talk about it.\n\nInnovation & Initiative – Embrace change and drive it. Challenge the status quo of traditional thinking in\n\nyour area of expertise to create effective solutions that reduce our clients' risk. When you ask for advice, bring the solution you think may work and be a problem solver at heart.\n\nPassion - Know why you do what you do, love what you do and the people you work with and serve, wake up excited to come to work and go home fulfilled, and have purpose.\n\n Desired Skills: \n Key\n Account\n Manager","description_format":"text","description_chars":9001,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":[],"lifecycle":[{"event":"open","at":"2026-11-11T15:50:15Z"}],"visa":[],"liveness":{"score":54,"band":"ok","label":"Likely open","p_open":1,"p_active":0.542,"p_room":1,"age_days":0,"expected_fill_days":5,"reasons":["seen:0","agency","velocity","win:early"],"computed_at":"2026-11-12T10:38:37Z"},"pay":null,"html_url":"https://alion.io/job/datafin-key-account-manager-kzn-onsite","json_url":"https://alion.io/job/datafin-key-account-manager-kzn-onsite.json","meta":{"generated_at":"2026-11-13T00:03:25Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":127,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-14T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":4497034},"rest":"https://alion.io/mcp/rest/get_company?id=4497034"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fdatafin-key-account-manager-kzn-onsite"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"free","price":{"credits":0,"usd":0},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fdatafin-key-account-manager-kzn-onsite"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fdatafin-key-account-manager-kzn-onsite"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/datafin-key-account-manager-kzn-onsite\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fdatafin-key-account-manager-kzn-onsite"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4077234}},{"tool":"search_jobs","arguments":{"company":4497034,"detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4077234},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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