Specialist Client Engagement I

About this role

Capitec is looking for a Specialist Client Engagement I to work from Stellenbosch. The role supports client engagement programmes, campaigns and prompts across the full client engagement life cycle.

You will also help shape the CRM solutions behind these communication programmes, so the right message reaches the right client at the right time.

What you’ll do

• Use client data to support, track and report on client engagement programmes and campaigns.
• Help develop and improve engagement programmes, campaigns and client prompts.
• Translate business requirements for communication programmes into basic CRM solution designs.
• Help design and build basic CRM solutions, including how they connect to other systems.
• Model and analyse client data to understand a client-centric view.
• Work with stakeholders to gather requirements and keep projects on track.
• Work in an Agile team environment.

What you need

• A relevant tertiary qualification in Information Technology or a similar field.
• At least 1 to 2 years of technical CRM experience in a client relationship environment, or in business engineering.
• Experience working in an Agile environment.
• Knowledge of Salesforce Marketing Cloud or a similar CRM system.
• Knowledge of Salesforce CRM or a similar CRM system.
• Knowledge of process engineering, analytics and modelling, and system integration including APIs.
• Knowledge of customer relationship management principles, tools and methods.
• Understanding of stakeholder engagement and management.
• Knowledge of Agile methodology.
• Advantageous: more than 1 year of client engagement experience.
• Advantageous: more than 1 year of programme or business engineering project experience.
• Advantageous: a relevant qualification beyond the minimum requirement.
• Advantageous: CX or client engagement journey mapping.
• Advantageous: technical CRM programme building.
• Advantageous: AI modelling.
• Advantageous: digital channel development and integration.
• Strong analytical, communication, interpersonal and relationship management skills.
• Good planning, organising and coordination skills.
• Strong problem-solving skills.
• A clear criminal record and a clear credit record.

Is this job for you?

This role suits someone with a technology background who enjoys data, systems and customer-focused work. You should have some hands-on CRM experience and be comfortable working in Agile teams.

Tips before you apply

• Have your qualification certificates and a clear record of your CRM work ready, including the systems you have used.
• On your CV, name the CRM platforms you have worked with, such as Salesforce, and describe what you built or improved.
• Show your Agile experience with examples, such as the sprints you joined and the role you played in them.