Job Description
About the Role
As a Pipeline Engagement & Recovery Specialist at Communicate Finance, you will play a crucial role in reigniting momentum across dormant leads, maintaining consistent engagement with existing customers, and supporting upgrade and renewal initiatives. Your primary focus will be on re-engaging inactive leads, identifying upgrade opportunities, and building a healthy upgrade pipeline ahead of scheduled renewal or eligibility periods.
Key Responsibilities
- Take ownership of at-risk and inactive leads, re-engaging them through structured follow-up
- Execute a defined follow-up sequence including scheduled calls, emails, and escalations
- Conduct regular check-ins with existing customers to support retention and contract continuity
- Identify upgrade opportunities by monitoring customer activity, usage signals, and contract timelines
- Build and maintain a healthy upgrade pipeline ahead of scheduled renewal or eligibility periods
- Collaborate with internal teams to improve re-engagement scripts, communication templates, and customer messaging
- Log all customer interactions in the CRM within required timeframes
- Prepare weekly reports on pipeline status, lead recovery progress, and customer engagement insights
Requirements
- Diploma or bachelor’s degree in Business, Sales, Marketing, or related field
- At least 2 years of experience in a customer success, sales support, or account coordination role
- Comfortable conducting outbound follow-up calls with warm leads and existing customers
- Experience using CRM systems for activity tracking and lead management
- Exposure to B2B environments, retention, or renewal processes is advantageous
Qualifications
- No qualifications mentioned.
Salary & Benefits
- No salary information available.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Online and Digital Media Jobs in Western Cape
The online and digital media industry is a rapidly growing field in the Western Cape, with a strong demand for skilled professionals to drive innovation and success. Typically, careers in this sector require a unique blend of technical expertise, creative flair, and business acumen. Generally, individuals working in online and digital media roles are found across various industries, including technology, financial services, and manufacturing.
Salary expectations for online and digital media professionals in the Western Cape can vary widely depending on factors such as experience, company size, and industry sector. Typically, entry-level positions may start within a broad range of R200 000 to R400 000 per annum, while senior roles can command salaries upwards of R800 000 to R1,2 million or more. However, it is essential to note that these figures are only a rough guide and actual salaries may differ significantly depending on individual circumstances.
Common skills required for online and digital media roles include proficiency in content management systems (CMS), graphic design software such as Adobe Creative Suite, programming languages like HTML/CSS and JavaScript, experience with social media platforms, video editing software, and knowledge of search engine optimization (SEO) principles. Other essential skills often include data analysis, project management, and communication skills.
The online and digital media industry is diverse and employs professionals across various sectors, including the technology industry, where companies like Google and Microsoft have a significant presence. Financial services firms also rely on online and digital media specialists to enhance their brand presence and customer engagement. Additionally, the manufacturing sector is increasingly leveraging digital platforms to reach customers and promote products.
Career development opportunities in the online and digital media field are plentiful, with many professionals advancing into senior roles or transitioning into related fields such as marketing, sales, or entrepreneurship. Typically, ongoing education and training are necessary to stay up-to-date with industry trends and technological advancements.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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