Senior Manager: Existing Customer Management

MAIN PURPOSE<\/b>
<\/div>

<\/div>

The <\/span><\/span>Existing Customer Management Lead<\/span><\/span><\/b><\/b> is responsible for driving growth across WFS through acquisition, cross<\/span><\/span>\u2011<\/span><\/span><\/span>sell, spend optimisation, credit advances, and limit increases. The role leads the development of customer<\/span><\/span>\u2011<\/span><\/span><\/span>level data and insights to strengthen marketing and analytics capabilities and enable targeted, effective customer engagement. It is accountable to deliver a customer<\/span><\/span>\u2011<\/span><\/span><\/span>centric Existing Customer Management capability, integrated across CI&AA, Sales & Distribution, Product, the Credit Risk Office, and Woolworths Retail, with a clear focus on maximising value from the WFS customer base. <\/span><\/span>
<\/p>

Key areas of focus include:<\/span><\/span>
<\/p>

  • Operational Direction<\/span><\/span><\/span><\/span>
    <\/li>
  • <\/span><\/span><\/span><\/span><\/span>Data Analytics<\/span><\/span>
    <\/span><\/span><\/li>
  • Credit Risk<\/span><\/span>
    <\/span><\/li>
  • Project Management<\/span><\/span>
    <\/span><\/li>
  • Partner and Stakeholder Relationships<\/span><\/span>
    <\/span><\/li>
  • People Management<\/span><\/span><\/span>
    <\/b><\/li><\/ul>

    <\/div>
    KEY RESPONSIBILITIES<\/b><\/span><\/span>
    <\/div>

    <\/div>

    Operational Delivery<\/span><\/span><\/b>
    <\/p>

    • Deliver growth targets across new business, WW Card sales, credit advances, spend, trade, and credit limit increases in collaboration with key internal stakeholders.<\/span><\/span>
      <\/span><\/li>
    • Set strategic targets for Existing Customer Management initiatives, including acquisition, engagement, and value optimization.<\/span><\/span>
      <\/span><\/li>
    • Own the relationship with external data providers, including model development, data processing, and delivery.<\/span><\/span>
      <\/span><\/li>
    • Oversee and ensure successful delivery of analytics projects across the WFS product landscape.<\/span><\/span>
      <\/span><\/li>
    • Align all initiatives with the overall product and customer strategy.<\/span><\/span>
      <\/span><\/li>
    • Identify and apply leading industry practices in customer management analytics, with a focus on tooling and automation.<\/span><\/span>
      <\/span><\/li>
    • Contribute to the development and implementation of operational plans related to CI&AA, ensuring alignment with internal controls, policies, and guidelines.<\/span><\/span>
      <\/span><\/li>
    • Collaborate across business units (CI&AA, CRO, Operations, S&D, Product) to share insights and best practices.<\/span><\/span>
      <\/span><\/li>
    • Act as a trusted adviser across WFS in matters relating to customer analytics and engagement strategies.<\/span><\/span><\/span>
      <\/li><\/ul>

      Data Analytics and Insights<\/span><\/span><\/b>
      <\/p>

      • Deliver strategies that prioritize customer needs and behaviors across the product lifecycle.<\/span><\/span>
        <\/span><\/li>
      • Own data processes that support Existing Customer Management efforts, including data enhancement, cleansing, and delivery to third\-party providers.<\/span><\/span>
        <\/span><\/li>
      • Collaborate with CI&AA and CRO teams to refine selection methodologies and models, ensuring optimal return on investment.<\/span><\/span>
        <\/span><\/li>
      • Work with Customer and Product teams to define and test hypotheses that uncover performance drivers and growth opportunities.<\/span><\/span>
        <\/span><\/li>
      • Analyze outcomes of tests and experiments, providing actionable recommendations to business units.<\/span><\/span>
        <\/span><\/li>
      • Develop reporting and insights that keep WFS informed of product and customer performance.<\/span><\/span>
        <\/span><\/li>
      • Define and segment customer groups to enable personalized engagement strategies, including credit limit increase targeting.<\/span><\/span>
        <\/span><\/li>
      • Identify opportunities for standardization and automation to unlock growth potential.<\/span><\/span><\/span>
        <\/li><\/ul>

        Programme Analysis and Set\-Up<\/span><\/span><\/b>
        <\/p>

        • Understand and meet stakeholder needs in the implementation of customer management analytics initiatives.<\/span><\/span>
          <\/span><\/li>
        • Develop clear goals and plans to prioritize and execute work within agreed timelines and quality standards.<\/span><\/span>
          <\/span><\/li>
        • Lead and manage delivery of initiatives, ensuring alignment with strategic objectives.<\/span><\/span>
          <\/span><\/li>
        • Stay informed of industry trends and technological advancements in analytics.<\/span><\/span>
          <\/span><\/li>
        • Anticipate project risks and constraints, and proactively develop mitigation strategies.<\/span><\/span>
          <\/span><\/li><\/ul>

          Partner and Stakeholder Relationships<\/span><\/span><\/b>
          <\/p>

          • Build a customer\-focused culture within the Existing Customer Management team, aligned to WFS\u2019s strategic priorities.<\/span><\/span>
            <\/span><\/li>
          • Engage proactively with stakeholders to ensure successful delivery of analytics and engagement initiatives across the product lifecycle.<\/span><\/span>
            <\/span><\/li>
          • Integrate findings across WFS to identify new opportunities and strengthen existing synergies.<\/span><\/span>
            <\/span><\/li>
          • Establish strong relationships with internal and external stakeholders, including Woolworths Retail, to support practical and viable decision\-making.<\/span><\/span>
            <\/span><\/li>
          • Foster deep integration with the WW Retail business to align financial services initiatives with retail strategies, campaigns, and customer experiences.<\/span><\/span>
            <\/span><\/li>
          • Understand the systemic nature of stakeholder engagement, recognizing key integration points across products, customer insights, and analytics opportunities.<\/span><\/span>
            <\/span><\/li>
          • Mentor and guide WFS graduates rotating through the Existing Customer Management environment, serving as a subject matter expert.<\/span><\/span>
            <\/span><\/li><\/ul>

            Financial Management<\/span><\/span><\/b>
            <\/p>

            • Provide input into the operational budget and manage financial performance to identify cost\-saving opportunities.<\/span><\/span>
              <\/span><\/li>
            • Apply sound financial management principles to ensure fiscally responsible decision\-making.<\/span><\/span>
              <\/span><\/li><\/ul>

              Team Coordination<\/span><\/span><\/b>
              <\/p>

              • Act as a guide/mentor to analysts in the team, In accordance with WFS\u2019s leadership principles and values<\/span><\/span>
                <\/span><\/li>
              • Create an ongoing pipeline of capable resources across that will contribute to the implementation of Existing Customer Management operations.<\/span><\/span>
                <\/span><\/li><\/ul>

                <\/div>

                <\/div><\/span>

                Requirements<\/h3>
                KEY COMPETENCIES<\/b>
                <\/div>

                <\/div>

                MINIMUM QUALIFICATION<\/span><\/span><\/b>
                <\/p>

                • Undergraduate Qualification in Finance, Statistics/Mathematics, Economics, Marketing, Engineering or equivalent. Project Management certifications is preferred.<\/span><\/span>
                  <\/span><\/span><\/li><\/ul>

                  <\/div>

                  EXPERIENCE REQUIRED<\/span><\/span><\/b>
                  <\/p>

                  • 4 \u2013 6 years of demonstrated experience in a Data & Analytics environment, within a Reporting and/or Analytics team. 6 \u2013 7 years of experience, preferably working in a Financial Services / Consumer / Retail organisation, with demonstrated experience in Data & Analytics would be preferable.<\/span><\/span>
                    <\/span><\/li><\/ul>

                    <\/span><\/span>
                    <\/p>

                    ADDITIONAL REQUIREMENTS<\/span><\/span><\/b>
                    <\/p>

                    • Demonstratable experience working in Existing Customer Management, preferably in a Banking/Retail environment.<\/span><\/span><\/span>
                      <\/span><\/li>
                    • Strong grasp of commercial levels within retail banking<\/span><\/span><\/span>
                      <\/span><\/li>
                    • Strong foundational knowledge of Existing Customer Management metrics and analytics.<\/span><\/span><\/span>
                      <\/span><\/li>
                    • A<\/span><\/span><\/span><\/span><\/span><\/span>bility to craft measurement and reporting processes to understand the effectiveness of Campaigns\u2019 impact on KPI\u2019s.<\/span><\/span><\/span>
                      <\/span><\/li>
                    • Insights driven.<\/span><\/span><\/span>
                      <\/span><\/li>
                    • Strong collaborator.<\/span><\/span><\/span>
                      <\/span><\/li>
                    • Advanced Analytical experience with the following tools: SAS/SQL, Python, R Studio. <\/span><\/span><\/span>
                      <\/span><\/li>
                    • Project / Programme Management skills are advantageous. <\/span><\/span><\/span>
                      <\/span><\/li>
                    • Functional knowledge of marketing, customer experience and journeys.<\/span><\/span><\/span>
                      <\/span><\/li>
                    • Proven track record of effectively partnering with Management, Team Members, External Organizations and Partners.<\/span><\/span><\/span>
                      <\/span><\/li><\/ul>


                      <\/span><\/span><\/b>As a proud South African brand, Woolworths Financial Services is committed to transformation. Meeting our employment equity goals will be taken into account in our recruitment decisions.<\/span><\/b><\/span><\/b><\/p>


                      <\/div><\/span>