Specialist I, Sales & Customer Support Operations, B2B
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Team Overview
You will provide comprehensive sales support and administrative assistance to the sales team, ensuring the efficient execution of customer support activities, Salesforce administration, document management, and office operations. You will serve as a key support resource for internal stakeholders and customers by maintaining accurate records, coordinating administrative processes, and ensuring the smooth day-to-day functioning of the office. This role requires strong organizational skills, attention to detail, customer focus, and the ability to manage multiple priorities in a fast-paced environment.Our team is focused on delivering exceptional customer experiences and supporting revenue growth by ensuring the effective administration and coordination of sales activities. We work collaboratively across departments to maintain operational excellence, support customer requests, manage sales documentation, and provide administrative services that enable the business to operate efficiently and effectively.
Reporting to Sales Manager This is a hybrid position and involves regular performance of job responsibilities virtually as well as in-person at an assigned TU office location for a minimum of two days a week.
Role Overview And Core Responsibilities
Customer Support B2B
Respond to customer enquiries relating to credit reports, bureau services, account management, and product information.
Resolve customer issues and escalate complex queries when required.
Maintain strong customer relationships through professional and timely communication.
Provide guidance to customers on products, processes, and service usage.
Monitor service requests and ensure follow-up until resolution.
Operations Support
Process customer applications, account updates, and service requests accurately.
Verify customer documentation and compliance requirements.
Maintain accurate records and databases.
Generate operational reports and assist with data quality checks.
Support the implementation of operational procedures and service improvements.
Ensure adherence to company policies, data protection, and regulatory requirements.
Sales Support
Assist the sales team with client onboarding and account maintenance..
Coordinate customer training, follow-up activities.
Maintain sales records and pipeline information in Salesforce systems.
Assist with lead management and new client onboarding
Support customer retention and cross-selling initiatives.
Office Administration
Manage general office administration and correspondence.
Manage office supplies, filing systems, and document control.
Assist with invoice processing, purchase requisitions, and vendor coordination on Coupa
Support management with administrative tasks and special projects.
Compliance and Quality Assurance
Maintain confidentiality of sensitive customer and credit information.
Ensure compliance with credit bureau regulations, data privacy legislation, and company policies.
Support internal audits and quality assurance activities.
Identify operational risks and recommend corrective actions.
Required Knowledge And Experiences
- Diploma or tertiary qualification in a relevant field of study
- 3+ years of experience in an administrative, sales support, customer support, or office administration role.
- Working knowledge of Salesforce or similar CRM platforms.
- Experience supporting sales teams with customer administration, reporting, and document management.
- Strong organizational and time management skills with the ability to prioritize multiple tasks effectively.
- Excellent attention to detail and accuracy in data and document management.
- Strong verbal and written communication skills.
- Customer focused mindset with a commitment to providing professional service to internal and external stakeholders.
- Ability to work independently while contributing effectively within a team environment.
- Strong problem solving skills and initiative.
- Proficiency in Microsoft Office applications, particularly Excel, Word, PowerPoint, and Outlook.
- Demonstrated ability to maintain confidentiality and handle sensitive information appropriately.
For positions based in South Africa, preference will be given to suitably qualified candidates from designated groups in line with the company’s Employment Equity plan and targets.
If you do not hear from TransUnion within three weeks of applying, please consider your application unsuccessful.
TransUnion Overview:
At TransUnion, our Workforce for Good is built on purpose, impact, and opportunity. We empower our people to grow, innovate, and make a meaningful difference for our communities and customers all while being supported to thrive both professionally and personally. With a strong focus on flexibility, wellbeing, and collaboration, you’ll work with exceptional people across the globe, pioneering products, and cutting-edge technology that truly matters.
At TransUnion Africa, you’ll join a purpose-driven organisation that invests in its people through competitive rewards, comprehensive benefits, and meaningful career development. We offer permanent work-from-home flexibility, wellbeing support for you and your family, and access to global exposure and accredited learning so you can grow your career while maintaining balance.
TransUnion Job Title
Specialist I, Customer Support Operations