Job Description

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.


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What you'll do

Sales & Growth


Guide new clients through Sourcefin's product suite with tailored recommendations Own the full onboarding process in HubSpot -- 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
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What makes you a great fit

2+ 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 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
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Why join Sourcefin

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.