CUSTOMER ACQUISITION SPECIALIST - Somerset West

SUMMARY:
CUSTOMER ACQUISITION SPECIALIST - New Business

POSITION INFO:
CUSTOMER ACQUISITION SPECIALIST (NEW BUSINESS MANAGER - BU LEAD) Location: Somerset West, Western Cape Working Model: Hybrid Employment Type: Permanent ROLE PURPOSE Why This Role Exists This role exists to embed strong commercial execution directly within each Business Unit of a growing technology business. As a New Business Manager (BU Lead) , you will be responsible for ensuring that technical work is translated into accurate, profitable and fully captured revenue . You will lead the commercial function within your Business Unit, taking ownership of: Quoting Procurement Invoicing Revenue capture Commercial administration Margin protection Stock and asset accountability This is not a traditional Sales Manager role . It is a commercial leadership role for someone who understands both revenue and operational execution and can ensure that opportunities, projects and technical work are converted into accurate commercial outcomes. Your success will be measured by margin protection, revenue accuracy, process discipline and the elimination of commercial leakage . YOUR FIRST 90 DAYS What Success Looks Like By Day 90, you will have: Taken full ownership of the quoting, procurement and invoicing cycle within your Business Unit Established consistent and reliable commercial processes Achieved ≥99% accuracy across quotes and invoices Eliminated or significantly reduced revenue leakage, missing line items and billing inconsistencies Maintained strong commercial discipline across stock, licensing and billing Reduced billing queries through improved accuracy and documentation Improved the consistency and reliability of the billing and collections process Maintained clean, structured and reliable commercial records Established strong compliance with Business Unit SOPs This role suits someone who takes ownership of revenue, accuracy and execution from day one . TARGETS & PERFORMANCE MEASURES How Performance Is Measured This role has clear financial, operational and compliance expectations at Business Unit level. You will be measured on your ability to convert technical scope into profitable revenue, maintain high levels of accuracy and ensure clean commercial execution across all processes. Key Performance Indicators Include: Quote value produced within the Business Unit Revenue generated within the Business Unit Once-off project gross profit invoiced Assessment-to-project conversion value Margin protection and pricing discipline Quote and invoice accuracy, with a target of ≥99% Reduction in billing queries Resolution time for billing queries Stock allocation accuracy Zero unexplained stock shrinkage Zoho Books accuracy and system hygiene, with a target of ≥99% SOP compliance and audit readiness, with a target of 95-98% Completeness and accuracy of commercial documentation Revenue captured versus work delivered This is a performance-driven role where accuracy, discipline and commercial ownership are critical . KEY RESPONSIBILITIES 1. Quoting & Commercial Structuring You will be responsible for converting technical scope into clear, accurate and commercially viable quotations. This includes: Receiving technical scope and Bills of Materials (BOMs) from engineers or Business Unit Leads Reviewing scope and documentation for completeness Validating information before producing quotations Avoiding assumptions where information is incomplete or unclear Creating structured, accurate and professional client quotations Ensuring all required line items are included Applying correct pricing and margin requirements Checking supplier pricing and relevant costs Supporting internal approval processes Following up on outstanding approvals Ensuring quotations accurately reflect the agreed technical scope 2. Procurement & Stock Control You will manage the procurement process to ensure stock is ordered, recorded and allocated accurately. This includes: Ordering stock through approved suppliers Ensuring procurement aligns with Business Unit processes Obtaining and validating supplier pricing where required Tracking supplier lead times Proactively managing procurement delays Receiving and recording stock accurately Allocating stock to the correct: Jobs Clients Projects Engineers Maintaining accurate stock records Ensuring full traceability of stock Maintaining zero unexplained stock shrinkage Supporting stock audits and reconciliation processes 3. Invoicing & Revenue Capture You will ensure that all completed work and approved sales are accurately invoiced and fully captured as revenue. This includes: Issuing accurate invoices for once-off and recurring services Ensuring invoices match: Approved quotations Delivered work Agreed pricing Actual products or services supplied Ensuring all billable items are captured Identifying and preventing missed billing Eliminating incorrect or missing line items Ensuring recurring services are billed correctly Supporting collections through complete and accurate documentation Investigating billing discrepancies Resolving invoicing queries promptly Maintaining a clear audit trail from quotation through to invoice 4. Commercial Process Ownership Within the Business Unit You will be responsible for maintaining strong commercial discipline within your assigned Business Unit. This includes: Maintaining accurate financial and commercial records in Zoho Books Ensuring serial numbers, licensing and assets are accurately captured Maintaining traceability of relevant assets and equipment Applying approved pricing rules consistently Protecting required margins Monitoring commercial processes for potential revenue leakage Ensuring all billable work is captured Identifying gaps between technical delivery and commercial billing Maintaining clean and reliable commercial documentation Supporting regular commercial reviews and reconciliations 5. Client Communication & Commercial Alignment You will engage directly with clients where commercial clarification, approvals or progression are required. This includes: Communicating clearly and professionally with clients regarding: Scope Pricing Quotations Timelines Approvals Following up on outstanding quotations and approvals Clarifying commercial requirements where necessary Maintaining a commercially confident and professional approach Supporting the progression of opportunities from quotation through to approval Participating in Business Unit meetings where commercial input is required Maintaining strong communication between clients and internal teams 6. SOP Compliance & Process Discipline You will ensure that commercial activities are completed according to defined Business Unit processes. This includes: Following Business Unit SOPs across: Quoting Procurement Stock management Invoicing Revenue capture Maintaining high levels of system accuracy Ensuring records remain audit-ready Completing assigned administrative responsibilities Maintaining required documentation Completing tasks within defined timelines Identifying process gaps and escalating issues appropriately Applying the \"stop-the-line\" principle when information is incomplete, inaccurate or unclear Preventing incorrect commercial transactions from progressing until the required information has been verified WORKING ENVIRONMENT This position is based in Somerset West, Western Cape , and operates on a hybrid working model . The role requires close collaboration with technical teams, Business Unit leadership, suppliers, finance and clients. You will need to be comfortable taking ownership of your own commercial processes while working collaboratively across different areas of the business. Strong organisation, attention to detail and the ability to work within structured systems are essential. WHAT YOU CAN EXPECT Commercial Ownership Own the revenue engine within your Business Unit. This role gives you direct responsibility for how revenue is structured, protected, captured and delivered . You will: Own quoting, procurement and invoicing within your Business Unit Directly influence margin, revenue accuracy and profitability Work closely with technical and operational teams Have clear commercial accountability Play a critical role in ensuring technical work translates into revenue Have visibility across the full commercial lifecycle Performance Recognition Accuracy, discipline and results matter. The business values people who take ownership of outcomes and execute consistently. You will be recognised for: High levels of accuracy Strong commercial discipline Reliable execution Attention to detail Effective process management Proactive problem-solving Protecting revenue and margin Consistently delivering against defined standards The focus is on real commercial outcomes rather than activity alone .