Sanlam Fintech is a newly established digital first business within the Sanlam Group on a mission to democratize financial advice and solutions for everyone across the African continent. We exist to pioneer inclusive financial confidence helping people build strong foundations to bridge the gap in generational wealth. Our culture us that of agility and constant deployment, we believe in learning fast, learning cheap and learning forward. Our aim is to provide a work environment where knowledge workers can accelerate the development of their ideas and bring innovation to market, at the same time provide compelling career and development proposition that will enable them to realize their dreams.
What will you do?
The Client Value Management (CVM) Lead will be responsible for developing and implementing strategies to maximise the lifetime value of our existing clients across the intermediated and direct distribution channels. Working closely with the Demand Generation Lead and the Loyalty Lead, the CVM Lead will ensure synergy across the client lifecycle and marketing funnel. The primary focus will be on driving client retention, cross-selling, and up-selling initiatives at a Group Brand and Marketing level as well as working with product houses across the organisation for the execution of strategic initiatives.
What will make you successful in this role?
- Develop, plan, and execute end-to-end client value management strategies and campaigns aimed at retaining and growing existing client relationships.
- Collaborate with cross-functional teams to align and execute marketing campaigns across the customer journey.
- Utilise data, analytics, and market insights to measure and enhance marketing performance, ensuring continuous improvement in client retention and value generation.
- Implement data-driven approaches to identify opportunities for cross-selling and up-selling to existing clients.
- Maintain a deep understanding of our client base, their needs, and preferences, tailoring campaigns and offers accordingly. Working closely with the customer experience and product teams to ensure we are capturing research insights and adapting our strategy based on client expectations.
- Stay updated on industry trends and emerging technologies in MarTech to drive innovation in client value management techniques.
- Provide strategic insights to optimise campaigns and drive long-term client retention and loyalty.
- Define, allocate, monitor, and manage budgets effectively to ensure optimal resource allocation and ROI for CVM initiatives.
- Minimum Bachelor's degree in Marketing, Business, or a related field.
- Post Grad qualification in Marketing, Business, or a related field will be an advantage.
- Qualification or certification related to Digital Marketing is preferred.
- 10+ years experience in a Marketing role with a minimum of 5+ years in a leadership role, preferably in the financial services or insurance industry.
- Deep understanding of digital marketing principles, techniques, and best practices.
- Proven track record of understanding customer segmentation and effectively using data and analytics to drive a Digital marketing strategy.
- Demonstrated success in client retention, cross-selling, and up-selling, with a clear ability to maximize the lifetime value of existing client relationships.
- Proven track record delivering improvements to the customer journey and experience.
- Strategic thinker with a results-oriented mindset and a passion for innovation.
- Exceptional leadership skills, with the ability to guide and mentor cross-functional teams.
- Proficiency in using data and analytics to drive insights and inform decision-making.
- Strong project management skills, with a keen eye for detail and the ability to manage multiple initiatives simultaneously.
- Excellent communication and collaboration skills, enabling effective cross-functional teamwork in the pursuit of CVM goals.
- Relevant experience within the Financial Services and Insurance Industry will be an advantage.
- Relevant experience within the Sanlam Group will be an advantage.
Were all about building strong, lasting relationships with our employees. We know that you have hopes for your future your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office the group provides many opportunities for growth and development.
Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Our commitment to transformation
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
