Khotso Thejane
Account Manager/ Sales Consultant
Johannesburg
Summary
Passionate and driven individual with a relentless pursuit of excellence. Enthusiastic about learning and seizing growth opportunities. Experienced in sales, communication, and customer success management.
Overview
10
10
years of professional experience
2031
2031
years of post-secondary education
1
1
Certification
Work History
Account Manager (Consulting Role)
Colocio AI
01.2025 - 08.2025
- Collaborated with cross-functional teams to develop and implement strategic plans, ensuring alignment with client goals and driving project success.
- Conducted regular account reviews to assess performance metrics, identify improvement opportunities, and present actionable insights to clients for process optimization.
- Utilized CRM software to track account activities, manage communications, and streamline workflows, resulting in improved efficiency and response times.
- Developed comprehensive reports for stakeholders detailing account status, potential risks, and strategic recommendations to support informed decision-making processes.
- Collaborated with sales team to identify potential upsell opportunities and expand client base.
- Manage client accounts, monitor progress, and report on performance.
- Gather feedback and insights to improve customer experience and retention.
- Collaborate with sales and marketing teams to support campaign delivery and upsell opportunities.
- Managed client accounts by building strong relationships, understanding their needs, and delivering tailored solutions that enhanced customer satisfaction.
Sales | Customer Care
First Cut
03.2024 - 12.2024
- Establishing a new business. Maintaining accurate records.
- Reviewing sales performance.
- Aiming to achieve monthly or annual targets.
- Deal with and clear customer queries and complaints, and at times take incoming customer calls.
- Servicing existing accounts, obtaining orders, and establishing new accounts.
- Submitting orders by referring to price lists and product literature. Keeping management informed by submitting activity and results reports, such as daily call reports.
- Resolving customer complaints by investigating problems, developing solutions, preparing reports, and making recommendations to management.
- Maintaining professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, and participating in professional societies.
- Contributing to team effort by accomplishing related results as needed.
Financial Advisor
Old Mutual
05.2021 - 11.2023
- Provided advice in line with the customer value proposition & compliance framework.
- Worked in specific allocated markets with a specific range of products.
- Developed personalized financial plans for clients by analyzing their financial situations, goals, and risk tolerance.
- Educated clients on various financial products and services, ensuring they understood the implications of their investment choices.
- Built long-term relationships with clients through regular communication, providing updates on financial performance and adjusting plans as needed.
- Collaborated with internal teams to ensure compliance with regulatory requirements while delivering high-quality service to clients.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Accountable for service delivery through own efforts.
- Developed, tracked & review business plan to meet individual performance targets.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Assisted clients in achieving their financial objectives by recommending appropriate insurance coverages.
Customer Care Consultant
Jonsson Workwear Depot
01.2016 - 04.2021
- Establishing new business.
- Maintaining accurate records.
- Reviewing sales performance.
- Aiming to achieve monthly or annual targets.
- Deal and clear customer queries and complaints and at times take incoming customers calls.
- Servicing existing accounts, obtains orders, and establishes new accounts.
- Submitting orders by referring to price lists and product literature.
- Keeping management informed by submitting activity and results reports, such as daily call reports.
- Resolving customer complaints by investigating problems, developing solutions, preparing reports, and making recommendations to management.
- Maintaining professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, and participating in professional societies.
- Contributing to team effort by accomplishing related results as needed.
- Provided exceptional customer support through active listening and effective problem-solving, ensuring customer satisfaction and loyalty.
- Managed high-volume inbound inquiries using CRM systems, accurately documenting interactions and resolving issues in a timely manner.
Education
Matric Certificate - English, Afrikaans, Maths Literacy, Life Orientation, Accounting, Economics, Computers Technology
Princess High School
Johannesburg, South Africa12-2011
Class of Business Certification - Insurance Compliance
Moonstone
Johannesburg, South Africa04-2021
Certificate - Management
Udemy
Online 04.2001 -
Skills
- Prioritization and scheduling
- Skilled in digital tools
- Effective communication skills
- Experienced in operating sales transaction software
- Numeracy skills for customer transactions
- Business strategy development
- Product and service sales
- Sales strategy development
- Account management
- Teamwork and collaboration
- Sales development
- CRM expertise
- Account development
- Customer service
Certification
University of South Africa, Criminal Justice, Current (Part-time)
Timeline
Account Manager (Consulting Role)
Colocio AI
01.2025 - 08.2025
Sales | Customer Care
First Cut
03.2024 - 12.2024
Financial Advisor
Old Mutual
05.2021 - 11.2023
Customer Care Consultant
Jonsson Workwear Depot
01.2016 - 04.2021
Certificate - Management
Udemy
04.2001 -
Matric Certificate - English, Afrikaans, Maths Literacy, Life Orientation, Accounting, Economics, Computers Technology
Princess High School
Class of Business Certification - Insurance Compliance
Moonstone
Similar Profiles
Soumyadeep NagSoumyadeep Nag
Intern at AI Institute of South Carolina (AI @ USC)Intern at AI Institute of South Carolina (AI @ USC)
Noah MeissnerNoah Meissner
Founding Account Executive at Salv AI/Tenzo AIFounding Account Executive at Salv AI/Tenzo AI
ANKITA SOLANKIANKITA SOLANKI
Senior QA Engineer at Level AI - An AI SaaS StartupSenior QA Engineer at Level AI - An AI SaaS Startup
Thanduxolo MhlangaThanduxolo Mhlanga
Packer at &BAMPacker at &BAM
Primrose RadebePrimrose Radebe
Commercial Excellence Specialist at Roche DiagnosticsCommercial Excellence Specialist at Roche Diagnostics