1,413 Customer Relationship Management jobs in South Africa
Manager: Customer Relationship Management
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Director Customer Relationship Management
Posted today
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ABOUT PRIMAL HARVEST
Primal Harvest is a leading holistic wellness brand dedicated to empowering individuals to take charge of their health and well-being through high-quality, natural products. Primal Harvest offers a range of high-quality supplements and wellness products designed to support various health needs, including immunity, gut health, sleep, and joint care.
As a Direct-to-Consumer brand, we pride ourselves on transparency, trust, and creating a dependable wellness foundation for our customers. Primal Harvest was founded in 2018 and is a brand of Prime6 Brands GmbH and Primal Harvest LLC, with two international hubs in Miami, Florida, USA and Cologne, Germany.
Learn more at /
LOCATION:
Remote collaborating across EST & CET
ABOUT THE ROLE
We are looking for a strategic yet hands-on Director of CRM & Retention to own lifecycle marketing and customer loyalty across multiple channels. Reporting to the VP of Marketing and managing an Email Marketing Specialist, this role will be responsible for designing and optimizing CRM campaigns, enhancing the post-purchase journey, and using data-driven insights to deliver impactful segmentation and personalization. The ideal candidate brings deep expertise in CRM, customer engagement, and retention strategies, with proven success in managing tools, leading teams, and leveraging analytics to drive measurable business growth.
WHAT YOU WILL DO
Customer Marketing Strategy:
Lead the planning, development, and execution of CRM campaigns in partnership with the brand team. Manage campaigns across various channels, including email, SMS, push notifications, and in-app messaging to engage and retain customers.
Post-Purchase Consumer Experience:
Collaborate cross-functionally to design and implement a comprehensive post-purchase experience that adds value and enhances customer retention, offering more than just the core product.
Toolset Optimization for Customer Engagement:
Manage and optimize customer engagement tools (e.g., ESP, Referral, Subscription) to drive meaningful customer interactions and results. Ensure the toolset remains competitive and aligned with business goals.
Segmentation Strategy Development and Implementation:
Develop and implement a thoughtful segmentation strategy by identifying key data points and deepening the understanding of customer behavior. Integrate segmentation into CRM efforts to enhance personalization and targeted engagement.
Testing & Analysis for Continuous Improvement:
Conduct tests and analyze the performance of CRM campaigns to continuously optimize tactics. Use data-driven insights to inform strategic decisions and improve the effectiveness of all CRM initiatives.
Own the performance and operational success of CRM channels
by managing their execution, optimization, scalability, testing, and reporting, ensuring they provide a strong foundation for marketing efforts while driving retention, CLV, and business growth.
Develop and implement tactical CRM initiatives
to enhance customer experience across key touchpoints—including email, SMS, Subscription, and e-commerce interactions—focusing on converting prospects, engaging non-subscribers, and retaining subscribers, with an emphasis on channel performance over content or creative direction.
Leverage customer data and insights
to identify opportunities for segmentation, personalization, and targeted interventions, enabling marketing teams to create impactful strategies while maintaining responsibility for channel infrastructure, operational testing, and execution.
Own and optimize the CRM tech stack, touchpoints, and e-commerce customer interactions
by managing relationships with tech partners, leading the discovery and implementation of new tools, and ensuring seamless lifecycle marketing capabilities, retention tools, and operational scalability.
Monitor, analyze, and report on CRM performance metrics,
including testing results, to refine channel operations, uncover actionable opportunities, and improve acquisition, retention, and overall performance from a business perspective.
WHAT YOU BRING
- 7+ years of experience in CRM, retention marketing, or customer lifecycle management within a DTC (Direct-to-Consumer) brand
- Proven track record in multi-channel CRM execution (email, SMS, subscription touchpoints)
- Strong technical acumen with ESPs, cohort building, and data-driven customer segmentation
- Proficiency in Klaviyo and experience with Shopify-based brands
- Excellent analytical skills, with a data-driven approach to testing and optimizing customer retention strategies
- Experience in fast-moving CPG preferred
- Hands-on operator mindset: thrives in a fast-paced, scrappy environment
- Strong collaboration and communication skills across cross-functional, international teams
Customer Relationship Management Developer
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Location: Johannesburg
6 months Contract role (renewable)
Customer Relationship Management Developer – Zensar Technologies
We're looking for a
talented CRM Developer
to join our team at Zensar and help us build an intelligent, scalable lead management platform. You'll design smart workflows, streamline integrations, and deliver automation that transforms how we capture, nurture, and convert leads.
Working closely with developers, analysts, and business stakeholders, you'll customize Dynamics 365 Sales & Marketing, connect systems through APIs, and bring data to life with reporting and insights. This is a chance to make a visible impact while working with the latest in the Microsoft ecosystem.
What You'll Do
- Build and enhance lead workflows in
Dynamics 365 Sales & Marketing
. - Automate processes with
Power Automate
and the Power Platform. - Integrate CRM with external tools and platforms.
- Drive data integrity, compliance, and BI reporting.
- Support and enable business teams through documentation and training.
What You Bring
- Hands-on experience with
Dynamics 365 CRM
and the
Power Platform
. - Strong integration skills (REST APIs, Azure Logic Apps, KingswaySoft, etc.).
- Familiarity with JavaScript, C#, or TypeScript for CRM customizations.
- Experience in workflow automation, data migration, and Power BI.
- Excellent communication and problem-solving skills.
Why Zensar?
- Be part of a
digital transformation journey
. - Shape a platform that drives
real business impact
. - Work with a
forward-thinking team
passionate about automation, integration, and customer experience.
CUSTOMER SUCCESS
Posted 21 days ago
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Our Customer Success team performs benchmarking and financial analysis of our clients’ technology environments, delivers monthly reports, and provides insightful recommendations to clients. The team also facilitates new OneView functionalities for clients.
Do you want to be part of a dynamic team constantly challenging the status quo and finding "smarter" ways of doing things? If you answered yes, keep reading.
Who Are We?
1Nebula is a next-generation SaaS Technology Business focused on providing businesses with cloud & technology expense management services and tools to accelerate their cloud journey.
We hire talented people from across South Africa, making our diverse group of team members, called N48Xers, a force to be reckoned with.
Learn more about our culture by watching our videos:
Part 1 - Our company culture
Part 2 - Our company culture
We are seeking a dedicated junior to join our Cloud FinOps team. You will work closely with engineering and finance teams that drive cloud costs analysis & optimization.
Key Responsibilities:
- Provide business support and analysis to drive client engagements
- Conduct investigations, gather, normalize data, analyze trends and results
- Compile and present reports
- Upskill on cloud concepts and technologies
- Investigate customer cloud environments to identify financial optimization opportunities
- Share knowledge with the team
- Document processes and methodologies
- Prepare and present findings
- Maintain an updated client baseline
- Attend weekly client and service provider meetings, ensuring timely response to ad hoc requests
- Assist the FinOps team as needed
- Create and maintain PowerBI dashboards and reports
Requirements:
- Bachelor’s degree in Information Systems or Finance
- Previous client-facing experience (beneficial)
- Interest in FinOps, cloud technology, and analytics
- Self-study or certifications in relevant areas
- Excellent communication skills
- Creative problem-solving abilities
- Strong self-management skills
- Proficiency in Microsoft Excel and PowerBI
- Understanding of large-scale data and reporting
- Exposure to development teams and prioritization skills
Perks:
- 20 leave days plus a quarterly "mulligan" day
- High-spec equipment for remote work
- Home office setup allowance
- Flexible working hours
- Well-being programs and employee support
- Paid Microsoft courses and certifications
- Training allowance for hobbies
- Participation in social responsibility initiatives
- Free gap cover and hybrid work environment
Senior Sales Executive (Customer Success & Account Management)
Posted 8 days ago
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Cape Town, Western Cape, South Africa
Job Openings Senior Sales Executive (Customer Success & Account Management)
About the job Senior Sales Executive (Customer Success & Account Management)Job Title: Senior Sales Executive (Customer Success & Account Management)
Location: Cape Town (Remote to start, Hybrid in Foreshore at a later stage)
Salary: R30,000 R50,000 Cost to Company (flexible package structure)
Hours: UK Business Hours 8AM to 4PM or 9AM to 5PM
We are on the hunt for a highly experienced, customer-focused Senior Customer Success & Account Manager to join our fast-growing team. If you're passionate about delivering exceptional client experiences, have a strong background in the lending or legal sectors, and thrive in a fast-paced, high-performing environment this role is for you.
About the Role:
You'll be at the heart of our client journey managing high-value relationships from post-sale through onboarding and ongoing success. Your role is pivotal in maintaining seamless communication, proactive follow-ups, and ensuring a top-tier customer experience.
Key Responsibilities:
- Manage inquiries and applications from borrowers and solicitors, providing accurate and helpful guidance.
- Proactively follow up on leads to optimize conversion rates.
- Liaise with customers and professional firms to gather outstanding documents and progress applications.
- Compile and manage application documentation for underwriting review.
- Oversee a high volume of concurrent applications, ensuring accurate records and timely updates to all stakeholders.
- Guide clients through each stage of the application process and transition to underwriting.
- Regularly update senior team members on the status of applications across the pipeline.
- Keep all relevant parties informed on progress and next steps.
- Prepare loan documentation and collect completed paperwork for execution.
What Were Looking For:
- Minimum 5 years of experience in a lending, financial services, or legal sector role.
- Strong written and verbal communication skills; comfortable engaging with solicitors from top-tier law firms.
- Exceptional attention to detail and organizational capabilities.
- Able to communicate with empathy and professionalism, especially with vulnerable clients.
- Experience managing complex client cases and handling rejections with care.
- Skilled in multitasking and managing large volumes of cases efficiently.
- Proven ability to perform under pressure and meet tight deadlines.
- Background in probate and/or family law lending preferred, or a strong willingness to develop expertise in these areas.
- Positive, proactive, and adaptable mindset.
- Experience in partnerships or litigation is a bonus.
Director : Customer Success
Posted today
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Overview
We Are Setting The Pace
Clickatell is a world-class Chat Commerce company, ambitious to stay ahead of its competitors. We build our own culture in which we dream big and stay busy doing the right things. We need people who can understand the bigger picture and who connect the dots to achieve success. In our agile and demanding environment, you will have to ask the right questions and take the smart risk.
We call ourselves Champions. Why Champions? Because it’s not only about what they have done, but also for what they are going to do. The way they are going to drive our organization forward and deliver solutions to our customers. Watch this space as we blaze a new path while expanding across the globe.
PurposeThe Director of Customer Success will drive strategic initiatives & process optimization to enhance customer satisfaction and retention across Enterprise accounts by optimizing Chat Commerce consumer journeys. This pivotal role supports our commitment to customer success by collaborating with cross-functional teams to ensure our solutions continually align with and exceed customer expectations, directly contributing to our overall business objectives. As part of the SLT, you are required to lead beyond your team by fostering collaboration across departments to achieve organizational objectives.
Responsibilities of the Role- Collaborate closely with the Product Management, Software Development and Sales Teams to drive customer success and satisfaction across Enterprise accounts.
- Utilize insights from customer interactions to provide feedback that will drive continuous improvement in our product offerings and customer engagement strategies, ensuring alignment with customer needs and business objectives.
- Provide strong leadership to the Customer Success team, including Presales Solutions Architects, Technical Solutions Architects, and Customer Solutions Managers. Set clear goals, expectations, and priorities for the team. Conduct regular performance evaluations for team members, providing constructive feedback and setting development plans as needed.
- Scale the Customer Success function as a shared capability, enhancing its capability to support growing sales targets and customer base.
- Support revenue growth by assisting in acquiring new clients and expanding business with existing clients, maximizing opportunities to ensure sustainable revenue growth.
- Foster a Raving Customer Culture by designing solutions that enhance customer experience and encourage user adoption, ensuring alignment with client objectives and facilitating their achievement.
- Provide strategic guidance and functional oversight to the Customer Success team, ensuring high levels of competency and alignment with industry and market trends.
- Develop skills and increase the capacity within the Customer Success team to maintain a competitive edge and uphold our reputation as industry leaders.
- Promote best practices across all platforms included in our product stack, ensuring that our team members are specialists known for excellence in the industry.
- Champion and drive standardised frameworks aligned to our SaaS platform and operating strategy to achieve repeatable, predictable processes and revenue.
- Broad-based business professional with 10+ years of experience in customer success management, particularly in designing and enhancing customer journeys within SaaS environments.
- Demonstrated capability in engaging with senior client decision-makers, building trust and confidence to lead strategic customer success initiatives.
- Proven track record of driving customer retention and satisfaction through innovative, transformational solutions, especially in the retail or financial services verticals.
- Strong analytical skills with the ability to leverage insights from market dynamics and past successes to improve service offerings and customer engagement strategies.
- Extensive experience in developing and refining consumer journeys in mobile environments, with a focus on optimizing the effectiveness of conversational commerce channels.
- Skilled in conceptualizing outcomes by integrating product functionality, consumer behavior, and investment returns to develop solutions that align with strategic business goals.
- Exceptional business acumen with robust analytical and problem-solving skills.
- People-oriented leader who excels in delivering superior customer experiences and demonstrating technical proficiency.
- High-energy, visionary leader with substantial intellectual capacity and a proven entrepreneurial spirit for spearheading new customer-centric initiatives.
- Experienced in developing scalable and repeatable customer success strategies that drive technical and practice wins within the SaaS domain.
- Strong leadership qualities, capable of fostering teamwork and collaboration in professional settings.
- Excellent communication skills, both written and oral, with an aptitude for building strong interpersonal relationship.
- Healthcare, Retirement Fund and Risk benefit company contributions
- Quarterly performance incentives
- Reimbursable Communication allowances for internet and mobile phone bills
- Half-day off on your birthday
- 5 personal days leave a year, over and above your annual leave
- Home office set-up with laptop, monitor, chair and UPS
Customer Success Manager
Posted 2 days ago
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About Nintex
Nintex the possibility engine helps companies unlock the power of endless possibilities. Today more than 8500 public and private sector organizations across more than 100 countries turn to the Nintex platform to automate how work gets done remove friction from business processes and unlock the full potential of their people.
We are a diverse global team who - together - leaps into challenges seizes opportunities and lifts each other up as we adapt and build towards one common purpose : helping companies unlock the power of endless possibilities.
About the roleThe Customer Success Manager (CSM) is responsible for driving product adoption and maximizing customer value to support retention. The CSM manages day-to-day customer health and engagement fostering growth through regular interactions actionable insights and telemetry data while collaborating cross-functionally to ensure smooth execution of success plans.
This role will be supporting customers in the AMER region which will involve shift work. The working hours for this role will be 12pm 8pm Monday Friday.
Your contribution will be :
Territory & Account Planning- Co-create success plans aligned with customer goals lifecycle maturity and long-term value realization
- Deliver telemetry-driven insights on adoption usage and whitespace to inform retention and growth strategies
- Maintain continuous engagement through feedback loops sentiment tracking and milestone alignment
- Create onboarding plan and lead onboarding facilitate training and early adoption
- Deliver key check-ins (e.g. 30 / 90-day) to ensure progress alignment and issue resolution
- Surface blockers collect feedback and drive resolution
- Act as the voice of the customer internally influencing product and success strategy
- Transition to steady state with clear success metrics and hand-off documentation
- Build trusted relationships with day-to-day users champions LOB leaders and operational leaders
- Identify new champions and nurture them into internal advocates
- Flag opportunities to deepen engagements via advocacy
- Track usage adoption and health to highlight business outcomes ROI gaps opportunities and to flag risks
- Develop success plans to close gaps in adoption and ensure full value realization
- Gather and share product-specific feedback
- Proactively resolve challenges and escalations
- Deliver CBR-ready scorecards success metrics and future state recommendations
- Support renewal motion with data-driven insights on product value and usage health
- Own 180 / 270 / 300 / 330-day health reviews and risk mitigation plans for renewals
- Proactively identify churn signals and implements turnaround plays
- Document and share adoption success stories to support renewal messaging
- Identify unmet use cases product gaps or business needs to drive growth
- Collaborate with AD to validate and position expansion opportunities using adoption data and customer outcomes
- Build success plans that align new product adoption with customer business outcomes
- Track expansion execution post-sale enablement and early success indicators
- Surface modernization as a strategic initiative during value realization or adoption checkpoints
- Share usage data and pain points that support the need for modernization
- Reinforce business value during the transition and supports change management planning with the customer
- Bachelors degree in related field or equivalent combination of education and experience
- 3-5 years of experience in Customer Success Account Management or related customer-facing roles ideally in SaaS or technology environments
- Experience with Salesforce
- Experience with Tingono is a plus
Hear from our current customer success team and learn how you grow your career with learning & progression whilst working to support customers across the globe.
Hear from Sam current customer success manager based in Johannesburg : all that #LifeAtNintex has to offer
Follow Nintex on LinkedIn
Follow Nintex on Instagram
Subscribe to our #LifeAtNintex Linktree
Whats in it for youNintex has a hybrid working model enabling us to build culture learn and grow together. We intentionally connect and collaborate while emphasizing flexibility with a blend of at-home and in-office work. This role is remote with intentional opportunities to collaborate and connect with your colleagues both async and in person
While our offerings differ from country to country we offer our entire global workforcean array of exciting perks and benefits including
- Global Gratitude and Recharge Days
- Flexible paid time off policy
- Employee wellness programs and counseling resources
- Meaningful peer recognition and awards
- Paid parental leave
- Invention / patenting assistance
- Community impact paid volunteer time and opportunities
- Intercultural learning and celebration
- Multiple tools through which to learn and grow and an incredible global community
View more about our benefits here : Statement : Preference will be given to People Living with Disability who are members of the designated groups in line with the Employment Equity Plan and Targets of the Company.
#LI-REMOTE
Required Experience :
Manager
Key SkillsBidding,Business Solutions,ABAP,Business Operations,Business Sales,Corporate Marketing
Employment TypeFull Time
Experienceyears
Vacancy1
#J-18808-LjbffrBe The First To Know
About the latest Customer relationship management Jobs in South Africa !
Customer Success Associate
Posted 3 days ago
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South Africa's #1 digital job management system that helps installation businesses win more business, get paid faster and have happier customers. We transform businesses by digitising their processes from the moment a customer reaches out - to the moment they pay. We capture leads, schedule and manage your jobs and teams in the field, generate and track quotes and invoices and accept electronic payments. Our client helps grow businesses by putting owners in control, fuelling productivity and freeing up huge amounts of time to focus on the things that matter.
Job Description :
As a Customer Success Associate you will focus on increasing product adoption and customer retention through effective customer relationships. Each day will be different from the next; especially in personal interactions. Our business is a fast-paced environment with multiple projects happening simultaneously. The person in this position must be friendly and genuinely interested in the business, the team and our customers. This position involves a high level of customer interaction via calls and online meetings, responding to emails and chats in a timely manner, as well as participating in cross-functional product-related meetings.
The right person for this job enjoys working with customers, has a technical aptitude on business applications, has a strong customer focus, exhibits the right communication skills, and is able to consult with clients on how to use products to improve and grow their business.
Our Culture :
- We value & support each other as a team to ensure each team member realises their full potential & ultimately deliver quality as a team for all of our stakeholders.
- We welcome a diverse range of opinions, partners & doers in the journey.
- We ensure that feedback flows consistently & we continuously improve ourselves in all we do.
- We have a strong bias towards action
- We give a high level of independence for you to foster & grow as an individual
Key Responsibilities :
- Establish trusted relationships with customers and drive the maximum value through your interactions.
- Meet with customers to understand customer needs and objectives; ensure the customer is utilizing and benefiting from the full extent.
- Run onboarding and training sessions for business owners, administrators and technicians quickly and effectively to ensure a smooth transition from sales.
- Become an expert and work with customers making it quick and easy to get them up and running.
- Use CRM and other internal tools to proactively monitor and identify usage trends.
- Engage with customers to understand reasons for changes in usage and set mitigation plans to increase usage
- Gather customer insights to share with the Sales, Tech and Product teams.
- Collaborate with Sales, Tech and Product teams to design, build and deliver new customer experiences, product features and learning solutions.
Requirements :
- A passion for customer success & delivering value to customers puts a smile on your face.
- 1-2 years experience in customer success - or a comparable role.
- Creative, resourceful, detail-oriented, and well-organized.
- Agile, willing to try new things, measure results and iterate on approaches.
- Strong project management, cross functional collaboration and strong communication skills.
- Analytical - skilled in "thinking about data in aggregate" and ability to step back and evaluate with action in mind on how to achieve desired outcomes using most efficient methods.
- Solid understanding of what the company does and how it works to solve user problems.
- Ability to strategically drive customers toward best practices.
Benefits :
- Youll report directly to the Head of Sales & Success, and work closely with both the broader team, where everyone shares the same purpose and pitches in as needed.
- We offer a dynamic high growth environment where people can learn and thrive. If you want a fast paced, action oriented and sometimes unpredictable and challenging work environment, youll fit right in.
- For the right candidate, we offer competitive remuneration and a great working-environment with monthly team lunches and a values based culture.
Customer Success Manager
Posted 4 days ago
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Overview
Our client is a modern feature-rich full-cycle insurance policy administration system designed for insurers MGAs and brokers seeking to optimise their processes accelerate product launches and enhance connectivity. Their cloud-based no-code platform transforms the administration of insurance delivering a seamless user experience across policy claims and billing functions.
Role Overview
The Customer Success Manager (CSM) plays a critical role in ensuring that clients derive maximum value from our clients solutions and services. The CSM is responsible for developing trusted long-term relationships by aligning their support efforts with each clients business objectives and operational priorities.
The key focus of the role is to support delivery proactive service management and strong client engagement while identifying and raising opportunities for further enhancement of services and solutions.
Job Type: Full Time / Permanent
Location: Stellenbosch Cape Town
Workplace: Hybrid (2 days in office)
Requirements
- Prior experience in a client-facing support or account manager role preferably within a software or technology environment.
- A strong understanding of support delivery frameworks or service-level agreement management.
- An understanding of Agile delivery models and sprint-based planning
- Hands-on experience with ticketing and collaboration tools (for example Jira and Confluence)
- Proficiency in Microsoft Office specifically Word Excel PowerPoint and Teams
- Prior experience in insurance or financial services environments will be an advantage but not a minimum requirement.
- Monthly onsite visits at clients offices will be required which may include some national travel.
- You have excellent interpersonal and communication skills which enable you to effectively engage and build professional relationships with a range of internal and external stakeholders.
- A composed and professional individual you inspire confidence and trust in the stakeholders you engage with.
- You are solutions-oriented with good conflict management and negotiation skills.
- You are resilient and adaptable to change.
Responsibilities
Build and maintain client relationships
- Develop and nurture strong trust-based relationships with key client stakeholders.
- Understand client business strategies and align our support efforts accordingly while working within the overall our clients framework and strategy.
Client support planning
- Coordinate the resolution of support tickets and ensure adherence to service level agreements.
- Facilitate the prioritization of incidents and feature requests.
- Manage escalations and maintain timely communication with clients regarding the progress.
- Keep clients informed about system updates enhancements and changes to support processes.
Client engagement and retention
- Conduct regular check-ins and strategic reviews with clients through planned Steerco meetings
- Support the onboarding of new clients and / or client representatives to ensure a smooth transition
Support Service and efficiency
- Monitor and report weekly on client service metrics to ensure continued alignment with expectations.
- Ensure client support delivery is efficient while aligning with the sprint structure and service level agreements.
- Act as a liaison between clients and the technical teams to translate business needs into actionable tickets.
- Participate in the daily standups to review incident feedback feature prioritization and ensure weekly updates are provided to clients.
- Support and maintain accurate client health scores and engagement statuses
Key Skills
Bidding,Business Solutions,ABAP,Business Operations,Business Sales,Corporate Marketing
Employment Type: Full Time
Experience: years
Vacancy: 1
#J-18808-LjbffrCustomer Success Manager
Posted 4 days ago
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Job Description
This is more than just a client service role — it’s a platform to shape the customer journey and influence business growth. We’re looking for a commercially astute Customer Success Manager who thrives on building relationships, driving operational excellence, and ensuring every client experience is exceptional.
The successful candidate will lead the customer success function, managing high-value accounts while creating scalable processes that retain and grow our client base. You’ll be the senior point of contact for our key customers, ensuring they are supported, engaged, and achieving measurable results with our platform.
This ambitious and highly credible fintech platform is redefining how businesses in the travel sector operate in the global economy. By combining deep industry insight with innovative payment solutions, we help clients manage multi-currency transactions, reduce operational friction, and unlock new growth opportunities.
With a growing presence across Africa and a mission to deliver world-class service, we’re building a customer success team that goes beyond support — one that drives retention, identifies expansion opportunities, and shapes the future of the client experience.
Job Description :
As Customer Success Manager, you’ll be at the heart of client relationships, ensuring smooth onboarding, proactive account management, and operational precision. You’ll take full ownership of the post-sale journey, collaborating closely with sales, product, and finance teams to ensure clients see measurable value from day one.
Your daily adventures include :
- Leading, mentoring, and growing the account management team, with a focus on performance and development.
- Acting as the senior escalation point for client issues, ensuring timely, solution-focused outcomes.
- Overseeing seamless onboarding and smooth handovers from sales to account management.
- Monitoring payment flows, platform activity, and operational processes to proactively identify and resolve issues.
- Partnering with sales to shape account strategies, retention initiatives, and upsell opportunities.
- Ensuring CRM data is accurate and reporting is used to track client health and identify trends.
Requirements
What it takes to succeed :
- 5+ years’ experience in customer success, account management, or operations in fintech, payments, or SaaS.
- Strong leadership skills with a proven ability to inspire, manage, and grow teams.
- Excellent client-facing skills — confident, empathetic, and commercially aware.
- A proactive, detail-oriented approach to operational challenges.
- Solid understanding of payment processes and financial data.
- Familiarity with CRM platforms (Salesforce experience a plus).