Activations & Onboarding Specialist – Remote, South Africa

Reference Number: SFJH03

Application Closing Date: 2nd October 2026

Responsibilities:

• Sequence/Automation Design: Design, build, and iterate the SME low-touch activation sequences (signup, company created, pay frequency set, employees added, payslip finalised).
• Trigger & Automation Build: Work with Revenue Operations/HubSpot to ensure sequences fire on real product events, not just time-based batches.
• Customer Engagement: Deliver customer demos and manage customer emails on the CRM.
• Client Development: Activate and convert trial and demo interest by identifying the real operational problem behind the enquiry and demonstrating the specific resolution. Conversion is earned in the interaction, and problem solving.
• Opportunistic Outbound: When a high-value prospect is identified as worth pursuing, initiate the outreach and nurture the lead through to conversion.
• Funnel Diagnostics: Investigate where SME trials stall in the activation funnel and design fixes (content, timing, in-app prompts).
• Conversion Research: Support the ongoing conversion audit (why activated trials don't convert) with data and outreach.
• A/B Testing: Test and measure changes to activation copy, timing, and channels.
• Collaboration: Partner with the CS Specialists and Key Account Manager so the automated SME flow complements rather than conflicts with any manual touch a given account also receives.
• Ad-hoc: Any other tasks assigned by the CS Lead or the organisation

Requirements:

• A minimum of three years of experience in a similar or relevant role.
• Experience in customer activation, sales, customer engagement, account management or similar
• conversion focused roles.
• Hands-on experience using a CRM platform, preferably HubSpot, to manage customer engagement, track
• opportunities, and maintain accurate customer records.
• Experience engaging new customers through calls, emails, CRM campaigns, and other communication
• channels.
• Comfortable owning individual conversion targets and managing customer pipelines.

Contractual Information:

• Permanent