Johannesburg: Inbound Leads Administrator & Debtors Clerk

Inbound Leads Administrator & Debtors Clerk, Johannesburg Summary A well-established financial services business operating in the property bridging finance and Road Accident Fund (RAF) funding space is seeking a highly organised and detail-oriented Inbound Leads Administrator & Debtors Clerk. This is a dual operational role responsible for: Managing, qualifying, and coordinating inbound leads via HubSpot Supporting debtor management through structured, professional follow-up with attorney firms This is a non-sales and non-credit decision-making role , focused on accuracy, responsiveness, compliance, and maintaining strong professional relationships with legal stakeholders. Key Responsibilities -Inbound Lead Management (HubSpot-Centric) Receive and manage inbound enquiries from: Website forms, Email, WhatsApp, Channel partners, Internal referrals Capture, update, and manage all leads within HubSpot -Initial Lead Qualification (Property & RAF) Conduct first-level qualification of inbound enquiries relating to: Property bridging finance and RAF advances -Internal Coordination & Allocation Allocate qualified leads via HubSpot to the appropriate channels Route leads correctly based on: Product type, Attorney relationship ownership,Risk profile Escalate urgent, complex, or high-risk enquiries to senior operational support -Debtors Management & Aging Follow-Ups (Attorney-Focused) Monitor and follow up on aging matters Proactively engage with attorney firms to: Request settlement updates, Confirm expected payment timelines, Obtain explanations for delays Maintain accurate debtor notes and follow-up records within HubSpot and/or internal systems Escalate: Long-outstanding matters, Repeated non-responsiveness,Risk concerns Support reconciliation and reporting by ensuring debtor information is current and reliable Maintain disciplined yet professional attorney relationships -Client & Channel Communication Professionally engage with: Attorneys, Estate agents, Channel partners, Claimants (where applicable) Communicate clearly and respectfully across South Africas national languages Request outstanding information and documentation efficiently Represent the business professionally at all times Qualifications & Requirements (Essential) Proven experience working in HubSpot or a similar CRM Strong administrative, organisational, and follow-up skills High attention to detail and data accuracy Ability to manage high volumes of inbound enquiries and follow-ups Clear verbal and written communication skills Multilingual capability across South Africas national languages Comfortable engaging attorney firms in a professional, firm, and respectful manner Preferred Skills / Experience Experience in: Financial services Bridging finance Legal funding RAF administration Debtors or collections support Familiarity with: RAF processes Legal terminology Attorney workflows Personal Attributes Methodical and process-driven Calm and composed under pressure Professional yet confident in follow-ups Detail-oriented and accountable Discreet and trustworthy with sensitive financial and legal information