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Work From Home Customer Relationship Officer Job Vacancy in South Africa at Brokers BackOffice | Australian Hours

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We are seeking a proactive and client-focused Customer Relationship Officer to join our team on a part-time basis.

This role will be key to maintaining high-quality relationships with our clients by ensuring a smooth onboarding experience, gathering feedback, handling concerns, and supporting account growth initiatives.

The ideal candidate should be able to work in Sydney hours (12:00 pm – 5:00 pm Sydney time).

About Us:

We are a leading company in the Accounting and Financial Services sector in Australia, dedicated to serving the B2B segment.

Our portfolio includes the following established brands:

  • Cleanslate Accounting: We deliver outsourced bookkeeping, payroll processing, and tax-related services to small-to-medium-sized businesses. Cleanslate Accounting Services
  • Brokers BackOffice: We offer outsourced loan processing services to residential and commercial mortgage brokers. Brokers BackOffice.
  • AccountGlobal: Offering outsourced accounting services to accounting firms and large corporations in Australia.

Why Join Us:

  • Join our thriving team of 80+ members.
  • Be part of our consistent year-on-year growth journey.
  • Work with reputed brands boasting a robust online presence.
  • Experience the dynamism of a fast-paced, rapidly expanding sector.
  • Collaborate with professionals across diverse fields: accountants, mortgage brokers, startups, and large corporations.

Key Responsibilities:

  • Client Onboarding & Intro Meetings:
  • Conduct onboarding and introductory meetings with new clients, ensuring a smooth start and clear understanding of services.
  • Follow-Up Calls & Feedback Collection:
  • Contact clients after they board to collect feedback and assess satisfaction levels.
  • Testimonial Collection:
  • Identify satisfied clients and assist in obtaining testimonials for marketing and promotional use.
  • Complaints Management:
  • Act as the first point of contact for client complaints or concerns, ensuring timely resolution and escalation where necessary.
  • Cross-Selling Support:
  • Where appropriate, identify opportunities for additional services and products, supporting the team in upselling or cross-selling.
  • Payment Follow-Up:
  • Assist with payment reminders and follow-ups in coordination with the finance team to ensure timely collections.

Requirements:

  • Based in South Africa with stable internet, a laptop, a camera, and the ability to work remotely.
  • Multiple year of experience in customer relationships or a customer success role.
  • Available to work 5 hours daily, Monday to Friday, during Sydney business hours.
  • Strong communication and interpersonal skills. CRM systems, video conferencing tools (e.g., Zoom, Google Meet), and other tools such as:
  • Project/task management tools (e.g., Trello, ClickUp)
  • Collaboration platforms (e.g., Slack, Microsoft Teams)
  • Email and calendar tools (e.g., Gmail, Outlook, Calendly)
  • Ability to work independently and manage multiple client relationships effectively.
  • Proficient in English (written and spoken).

How to Apply:

Interested candidates are invited to send their resume and a cover letter detailing their relevant experience and why they are a good fit for this role to [email protected].

Questions:

  • Can you walk us through how you’ve previously handled a client onboarding process? What steps did you take to ensure a smooth experience?”
  • “Tell us about a time when you had to deal with an unhappy or difficult client. How did you handle the situation, and what was the outcome?”
  • “What tools and software have you worked with in your previous customer-facing roles (e.g., CRM systems, support platforms, communication tools)? How comfortable are you learning new ones?”
  • “How do you approach asking clients for feedback or testimonials without making it feel forced or uncomfortable?”
  • “This role includes cross-selling and payment follow-ups. How do you maintain a positive client relationship while addressing these more sensitive topics?”

What We Offer:

  • Flexible, remote working environment.
  • Supportive and collaborative team culture.
  • Opportunity to engage with a diverse and growing client base.

Join us and be part of our journey towards excellence!

Interested candidates are invited to send their resume and a cover letter detailing their relevant experience and why they are a good fit for this role to (answer questions above) [email protected]

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