Customer Relationship Management Developer

Johannesburg, Gauteng Zensar Technologies

Posted 10 days ago

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Job Description

Overview

Location: Johannesburg

6 months Contract role (renewable)

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 .
  • 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.
Seniority level
  • Mid-Senior level
Employment type
  • Contract
Job function
  • Information Technology, Strategy/Planning, and Customer Service
Industries
  • Technology, Information and Media, Design Services, and IT Services and IT Consulting

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Customer Success Consultant

Johannesburg, Gauteng Pnet

Posted 2 days ago

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Job Description

Customer Success Consultant

The Customer Success Consultant engages with Pnet customers to drive & accelerate their value realization and to ensure business outcomes are being met through implementation and consumption of their purchased solutions. The Customer Success Consultant partners with the customer's Account Manager to drive mutual success and achieve overall customer satisfaction.

The Customer Success Consultant proactively engages with an assigned portfolio of customers by engaging them as a trusted advisor. They develop a deep understanding of customers’ recruitment and development strategy and business objectives to drive the use of the Pnet solutions. The Customer Success Consultant strives to drive high level customer value realization.

About the Department

A dynamic team passionate about ensuring our products and services come to life within our customers' businesses. They are committed to showing our customers real value and return on their investment. The Customer Success team plays a pivotal role in customer retention, satisfaction, and building long term relationships. From ensuring a smooth customer onboarding to educating them on how our solution can benefit their employee value proposition, this team always goes beyond.

Duties & Responsibilities
  • Develop and implement account strategies and consumption plans that drive customer outcomes.
  • Build trusted relationships with customers to support value-based consumption focused activities.
  • As a Customer Success Consultant, you are expected to have a strong relationship with the Sales teams as well as other critical functions in the business to ensure mutual success with our customers.
  • Monitor SLA performance and maintain a high level of customer satisfaction.
  • Engage with STST as well as relevant subsidiary organisations to leverage expertise as needed.
  • Leverage data & tools to track and manage targeted adoption and consumption activities.
  • Act as point of escalation for customer account issues.
  • Contribute to library of success plays and best practices to further grow Pnet’s ability to drive customer success.
  • Engage with customers to do regular value realization assessments and advise on optimal utilization of their investment.
  • Stay knowledgeable on customer’s industry, business strategy, business line strategy, and market conditions.
  • Orchestrate success resources across PNet to accomplish customer's desired outcomes.
  • Provide customer advocacy and act as voice of the customer providing feedback to appropriate PNet stakeholders.
  • Identify and mitigate risks to current and future reoccurring revenue.
  • Be the customer's strategic expert to share industry trends, best practices, competitive insights, and product roadmap.
  • Coach customers to ensure they are leveraging all available resources.
Desired Experience & Qualification
  • Matric / Higher Certificate
  • A minimum of 3 years’ customer management experience.
  • Excellent knowledge of the MS Office suite.
  • Intermediate to Expert level experience on Excel.
  • Knowledge of ERP/CRM Systems would be advantageous.
  • SAP knowledge will be an advantage.
Interested?

Pnet is an equal opportunity employer. Please note that if you have not heard from us within 2 weeks, your application has been unsuccessful.

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Customer Success Manager

Randburg, Gauteng Tracker South Africa

Posted 2 days ago

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Job Description

Tracker connect requires the service of the Customer Success Manager in the Okgo department who will ensure the successful implementation and ongoing management of OKgo’s supply chain visibility solutions for clients. The role will further work closely with clients to understand their unique needs, provide tailored solutions, and drive maximum value for them from the organisation’s products and services.

Responsibilities:
  • Lead the onboarding process for new clients, ensuring a smooth transition and effective implementation of the supply chain visibility solutions.
  • Collaborate with clients to understand their specific supply chain challenges and tailor solutions to meet their needs.
  • Conduct training sessions and provide comprehensive documentation to ensure clients are well-equipped to utilize OKgo’s solutions effectively.
  • Implement project management methodologies as a form of execution to drive success of implemented initiatives.
  • Build and maintain strong, long-lasting, influential relationships with key stakeholders at client organizations.
  • Serve as a key account manager for clients and ensure that all their needs and expectations are exceeded.
  • Act as the primary point of contact for clients, addressing their queries, concerns, and feedback in a timely and professional manner.
  • Conduct regular check-ins with clients to review performance, gather feedback, and identify opportunities for improvement.
  • Plan and implement relevant initiatives aimed at increasing customer value on a regular basis.
  • Monitor and analyse client usage and performance data to identify trends, areas for improvement, and opportunities to enhance the value of OKgo’s solutions.
  • Collaborate with the product and engineering teams to communicate client needs and feedback, contributing to product enhancements and new feature development.
  • Provide clients with best practices and recommendations to optimize their use of OKgo’s solutions and achieve their business objectives.
  • Proactively identify and address potential issues that may impact client satisfaction and success.
  • Work closely with the support team to resolve client issues promptly and effectively, ensuring minimal disruption to their operations.
  • Escalate critical issues to senior management when necessary, providing detailed reports and action plans.
  • Track and report on key performance indicators (KPIs) related to client success, such as client satisfaction, solution adoption, and retention rates.
  • Prepare and deliver regular reports to clients, highlighting their performance and demonstrating the value of OKgo’s solutions.
  • Use data-driven insights to develop and implement strategies for continuous improvement.
  • Compile and present value adding business insights gathered from the reporting to relevant stakeholders.
  • Develop and maintain mutually beneficial relationships with internal teams and external stakeholders by ensuring all obligations, commitments and expectations are met.
  • Successfully navigate the complexities of dealing with a diverse range of stakeholders from different backgrounds, sectors and locations and being subjected to different regulations.
  • Develop and sustain key relationships between Tracker and its partners, acting as a direct link to ensure effective communication, management of expectations, and the achievement of strategic deliverables.
  • Provide insight of a strategic nature to senior leadership within areas of expertise.
  • Ensure effective cross-functional Tracker relationships through sharing of relevant information to assist all divisions in the achievement of their objectives.
  • Work closely with Product Management, Engineering, and Customer Success teams to ensure seamless handoffs from pre-sales to post-sales processes.
Minimum Requirements:
  • Tertiary qualification (Bachelor’s Degree) in Engineering. NQF 7 is required.
  • Industrial Engineering or related qualification is advantageous.
  • 3 Years’ experience in implementing supply chain technology.
  • Demonstrated capability of delivering value for business.
  • Strong consultative delivery skills with experience engaging with senior management and operational staff.
  • Willing to from time-to-time work extended hours, and willing to travel locally.
  • Driver’s license with own vehicle.
Benefits:
  • Medical aid.
  • Provident fund.
  • 22 Annual leave days.
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Customer Success Lead

Kempton Park, Gauteng Zetes

Posted 2 days ago

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Job Description

Customer Success Lead

We are Zetes (pronounced ‘Zet-es’). Our team of 1,300 employees work across 22 countries in EMEA, delivering SAAS solutions optimizing our customer's supply chains & innovating citizen identification across the world. Our work for our B2B customers keeps the goods we need moving, with precision traceability. Our work for our B2G customers ensures the delivery of a strong basis for legal identity to citizens in their home countries and creates safe movement for them between the countries they choose to travel to. We are proud to say that our work touches the lives of people all around the world.

Position Overview:

We are seeking an experienced and dynamic leader for the Customer Success Lead position to oversee the delivery of high-impact client services while ensuring robust cybersecurity across the organisation. This role combines strategic oversight with operational execution, requiring strong technical expertise, leadership acumen, and stakeholder engagement.

The successful candidate will lead a multidisciplinary team, drive continuous service improvement, and support organisation-wide cyber initiatives.

This position requires a proactive, solution-oriented leader capable of aligning day-to-day operations with broader business and compliance objectives.

Role and Responsibilities
  • Lead and manage a multi-skilled team delivering customer support, software services, and infrastructure security.
  • Oversee the end-to-end delivery of technical services and customer support, ensuring SLA and OLA compliance.
  • Ensure consistent service delivery aligned with ITIL standards, SLAs, and client satisfaction metrics.
  • Drive operational readiness, resource planning, and performance tracking across customer success functions.
  • Collaborate with internal departments (e.g. Development, Commercial, Order Management, Quality Assurance) to align operations with business strategy.
  • Own the service delivery lifecycle, by ensuring seamless onboarding, change management and solutions rollout.
  • Oversee and ensure strategic implementation of initiatives of (CISO) on cybersecurity governance, risk, and compliance, including policy development, compliance reporting.
  • Ensure compliance with ISO27001, POPIA, GDPR, and other applicable data protection regulations.
  • Coordinate enterprise-wide cyber initiatives, including threat assessments, penetration testing, and policy development.
  • Present performance reports, security updates, and service metrics to senior client stakeholders and executive leadership.
  • Champion continuous improvement in service quality, system reliability, and operational efficiency.
  • Represent the organisation in high-level client engagements, including service reviews, audits, and compliance discussions.
  • Contribute to the organisational improvement initiatives by identifying operational inefficiencies and formulating proactive solutions.
Core Competencies
  • Leadership Excellence: Demonstrates accountability, decision-making, and the ability to inspire cross-functional teams.
  • Customer Centricity: Advocates for clients, ensuring high levels of responsiveness and satisfaction.
  • Technical Acumen: Broad understanding of IT infrastructure, software integration, and cybersecurity architecture.
  • Resilience & Adaptability: Operates effectively in high-pressure environments and during critical incidents.
  • Collaboration: Works closely with internal teams and external partners to drive aligned outcomes.
  • Strategic Influence: Communicates effectively with executive stakeholders and shapes operational direction.
  • Integrity & Compliance Focus: Acts as a steward of data protection and governance standards.
  • Must have a bachelor’s degree in ICT, Engineering, Computer Science, or a related field.
  • Proven leadership with at least 5 years of experience in technical service delivery and/or cybersecurity leadership.
  • Demonstrated expertise in IT infrastructure, networking, DevOps, or managed services.
  • Strong working knowledge of information security standards (ISO 27001, POPIA, GDPR) and enterprise risk principles.
  • Experience with endpoint protection, cloud environments (preferably Azure), and mobile device management tools (e.g., SOTI).
  • Proficient in customer engagement, stakeholder communication, and presenting at the executive level.
  • Practical understanding of SLA/OLA design, reporting, and service improvement frameworks.
  • Familiarity with automation, barcode scanning/printing technology is an added advantage.
Seniority level
  • Mid-Senior level
Employment type
  • Full-time
Job function
  • Customer Service, Information Technology, and Supply Chain
  • Industries: Software Development

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Customer Success Agent

Sandton, Gauteng DMX Africa

Posted 4 days ago

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Job Description

We are looking for someone with a lively, intelligent and questioning disposition to be part of our energetic team dedicated to enhancing our customers’ experience. You will be charged with staying close to the customer, making sure they’re happy with their service and ensuring all customers get the value they anticipated upfront. If you’re passionate about the customer journey and only deliver the kind of service you’d like to receive, then please get in touch.

This role will report to the Operations Support Manager within the Operations Team.

YOUR RESPONSIBILITIES Customer Success
  1. Guarantee 1st class customer satisfaction & professional customer support
  2. Music & visual equipment swaps (exchange faulty equipment); allocation and configuration of equipment
  3. Enter contacts, leads and prospects on database & maintain integrity.
  4. Record-keeping of customer interactions, transactions, comments & complaints on CRM
  5. Manage content for clients on CMS (e.g. Mall of Africa)
  6. Assist accounts department with disconnection & reconnection process
  7. Qualify Music or Visual technical issues before allocating tickets to TSS
  8. Liaise with EU Affiliate Support & Multichoice Commercial Department agents re product queries
  9. Tackle all music and visual technical enquiries, & general enquiries with the aim of 1st time call resolution
  10. Courtesy confirmations to installers / customers
  11. All contact details confirmed prior to installations e.g. email, address etc.
  12. Share service/survey calls to Top Subscribers (weekly) as well as Xmas schedule confirmations annually
  13. Administer any new marketing campaigns ito qualification around customer information – details to sales/marketing
Customer Journey
  1. Manage follow ups & escalation process
  2. Able to offer alternatives and engage persuasively
  3. Onboard & train: extensive knowledge of product range to enable effective communication & advice
  4. Nurture relationships to grow future opportunities
Reporting
  1. Accurately update, compile and distribute weekly & month-end reports using your excellent Excel skills
YOU MUST HAVE

Matric; Minimum 5 years’ work experience. At least 2 of these in a Customer Success role with an excellent understanding of who the customer is and what the customer wants. Must have proven skills of interaction with a customer on a multi-layered level. Excellent Excel: Intermediate to Advanced.

WE WANT

A lust for life that reflects in your voice and everything you do; walk with a spring in your step; blow us away with your inquisitive mind and your passion for service excellence. Your friendly demeanor will charm our customers and your colleagues. You have confidence and oodles of empathy. You know how to communicate and appeal in a way that will satisfy even the most difficult of customers. You are not afraid to reveal ambition and to showcase your skills to our team. You jump in and don’t wait to be asked. You understand that we’re all working in the same team & driving towards the same goal. You’re tenacious and the person your manager can always rely on. You will identify errors and propose solutions with your attention to detail and analytical mind. You are not afraid to put your hand up and be accountable. You’re all about value-add.

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Customer Success Executive

Midrand, Gauteng Flink Recruit Pretoria

Posted 10 days ago

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Job Description

Reference: PTA -CDW-1

Our Client is looking for a Customer Success Executive, located in Midrand.

Duties & Responsibilities

Main Purpose:
The purpose of the Customer Success Executive (CSE) is to maintain solid relationships with the company's key Enterprise and Corporate clients, establish new relationships within existing and new clients, drive revenue growth, ensure client satisfaction, and maximize cross-selling and upselling opportunities. The CSE plays a crucial role in understanding client needs, proposing solutions, and effectively managing multiple key accounts to achieve long-term business success.

Responsibilities:

  1. Develop trust relationships with a portfolio of major clients to ensure they do not turn to the competition.
  2. Acquire a thorough understanding of key customer needs and requirements.
  3. Expand relationships with existing customers by continuously proposing solutions that meet their objectives, including cross-selling and upselling opportunities.
  4. Identify and capitalize on opportunities to cross-sell additional products or services to existing clients.
  5. Collaborate with internal teams to create customized proposals and presentations to promote cross-selling and upselling initiatives.
  6. Ensure the correct products and services are delivered to customers in a timely manner.
  7. Serve as the link of communication between key customers and internal teams.
  8. Resolve any issues and problems faced by customers and deal with complaints to maintain trust.
  9. Play an integral part in generating new sales that will turn into long-lasting relationships, including cross-selling and upselling to new clients.
  10. Proactively identify and pursue upselling opportunities by understanding client goals, challenges, and market trends.
  11. Prepare regular reports of progress and forecasts to internal and external stakeholders using key account metrics, highlighting cross-selling and upselling achievements.
  12. Manage clients in line with size of account allocated.
Qualification Requirements
  1. Diploma or degree in a business-related field, such as business administration, marketing, or sales.
  2. ICT sector certification/knowledge (i.e., Microsoft, AWS, Salesforce) advantageous.
Work Experience
  1. 3 years’ experience in a similar role.
  2. Have a strong understanding of technology, industry trends, and the needs of clients within the ICT sector preferred.
Software Application Requirement
  1. CRM knowledge (i.e., Monday.com, Salesforce).
  2. Microsoft suite.
Package & Remuneration

R 3000 - R 35000

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Manager, Customer Success

Johannesburg, Gauteng WatersEdge Solutions

Posted 5 days ago

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Job Description

Location: Hybrid – Johannesburg

Employment Type: Full-Time

Industry: SaaS | Global HR Tech | Client Success

WatersEdge Solutions is partnering with a global HR tech innovator to hire a hands-on, strategic Manager, Customer Success . This is a rare opportunity to lead a high-impact team of Customer Success Managers (CSMs) in Johannesburg—where you’ll shape best practices, coach rising talent, and drive revenue growth through exceptional service delivery.

About the Role

In this leadership role, you’ll lead by example—coaching your team in real-time, joining calls when needed, and helping shift the team from reactive problem-solving to proactive client engagement. You’ll collaborate cross-functionally with Sales, Operations, and Product teams to improve customer experience and retention, while owning key metrics like Net Dollar Retention (NDR).

Key Responsibilities

  • Lead, mentor, and manage a team of Customer Success Managers
  • Support customer success excellence through direct engagement and strategic oversight
  • Guide the team in identifying and acting on expansion opportunities
  • Own expansion and retention KPIs (e.g., NDR)
  • Identify process improvements to scale smarter and deliver consistently excellent experiences
  • Collaborate across departments to resolve client issues and optimise the EOR journey
  • Represent the customer voice internally to shape product and service direction

What You’ll Bring

  • 3+ years of experience managing CSMs or equivalent client-facing teams
  • Experience in SaaS or scale-up environments
  • Proven track record of driving customer growth, retention, and strategic account management
  • A proactive, problem-solving mindset and coaching leadership style
  • Strong collaboration and stakeholder engagement skills
  • Ability to thrive in a fast-paced, ever-evolving business setting

Nice to Have

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Customer Success Lead

Kempton Park, Gauteng R1200000 - R2400000 Y Zetes

Posted today

Job Viewed

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Job Description

We are Zetes (pronounced 'Zet-es'). Our team of 1,300 employees work across 22 countries in EMEA, delivering SAAS solutions optimizing our customer's supply chains & innovating citizen identification across the world. Our work for our B2B customers keeps the goods we need moving, with precision traceability. Our work for our B2G customers ensures the delivery of a strong basis for legal identity to citizens in their home countries and creates safe movement for them between the countries they choose to travel to. We are proud to say that our work touches the lives of people all around the world.

Position Overview:

We are seeking an experienced and dynamic leader for the
Customer Success Lead
position to oversee the delivery of high-impact client services while ensuring robust cybersecurity across the organisation. This role combines strategic oversight with operational execution, requiring strong technical expertise, leadership acumen, and stakeholder engagement.

The successful candidate will lead a multidisciplinary team, drive continuous service improvement, and support organisation-wide cyber initiatives.

This position requires a proactive, solution-oriented leader capable of aligning day-to-day operations with broader business and compliance objectives.

Role and Responsibilities:

  • Lead and manage a multi-skilled team delivering customer support, software services, and infrastructure security.
  • Oversee the end-to-end delivery of technical services and customer support, ensuring SLA and OLA compliance.
  • Ensure consistent service delivery aligned with ITIL standards, SLAs, and client satisfaction metrics.
  • Drive operational readiness, resource planning, and performance tracking across customer success functions.
  • Collaborate with internal departments (e.g. Development, Commercial, Order Management, Quality Assurance) to align operations with business strategy.
  • Own the service delivery lifecycle, by ensuring seamless onboarding, change management and solutions rollout.
  • Oversee and ensure strategic implementation of initiatives of (CISO) on cybersecurity governance, risk, and compliance, including policy development, compliance reporting.
  • Ensure compliance with ISO27001, POPIA, GDPR, and other applicable data protection regulations.
  • Coordinate enterprise-wide cyber initiatives, including threat assessments, penetration testing, and policy development.
  • Present performance reports, security updates, and service metrics to senior client stakeholders and executive leadership.
  • Champion continuous improvement in service quality, system reliability, and operational efficiency.
  • Represent the organisation in high-level client engagements, including service reviews, audits, and compliance discussions.
  • Contribute to the organisational improvement initiatives by identifying operational inefficiencies and formulating proactive solutions.

Core Competencies:

  • Leadership Excellence: Demonstrates accountability, decision-making, and the ability to inspire cross-functional teams.
  • Customer Centricity: Advocates for clients, ensuring high levels of responsiveness and satisfaction.
  • Technical Acumen: Broad understanding of IT infrastructure, software integration, and cybersecurity architecture.
  • Resilience & Adaptability: Operates effectively in high-pressure environments and during critical incidents.
  • Collaboration: Works closely with internal teams and external partners to drive aligned outcomes.
  • Strategic Influence: Communicates effectively with executive stakeholders and shapes operational direction.
  • Integrity & Compliance Focus: Acts as a steward of data protection and governance standards.

Minimum Qualification & Experiance:

  • Must have a bachelor's degree in ICT, Engineering, Computer Science, or a related field.
  • Proven leadership with at least 5 years of experience in technical service delivery and/or cybersecurity leadership.
  • Demonstrated expertise in IT infrastructure, networking, DevOps, or managed services.
  • Strong working knowledge of information security standards (ISO 27001, POPIA, GDPR) and enterprise risk principles.
  • Experience with endpoint protection, cloud environments (preferably Azure), and mobile device management tools (e.g., SOTI).
  • Proficient in customer engagement, stakeholder communication, and presenting at the executive level.
  • Practical understanding of SLA/OLA design, reporting, and service improvement frameworks.
  • Familiarity with automation, barcode scanning/printing technology is an added advantage.
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Principal Customer Success Manager

Johannesburg, Gauteng nCino

Posted 2 days ago

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Job Description

nCino offers exciting career opportunities for individuals who want to join the worldwide leader in cloud banking.

As a Customer Success Manager (CSM) , you are responsible for ensuring the success of a small portfolio of nCino's customers. Your role involves driving customer adoption and success by providing advice, usage/adoption recommendations, risk identification, and mitigation. The CSM will bring nCino's best ideas, innovations, and capabilities to their portfolio and align these with the customers' business goals, thereby driving greater value and executive alignment. The goal is to increase customer satisfaction, retention, and expand nCino's footprint within the institution.

As a trusted advisor and coach, you will be the post-sales success leader for your accounts, providing your customers with strategic guidance and change management skills. The ideal candidate should have application knowledge or IT expertise combined with exceptional customer management experience. You will work closely with the entire account team to strengthen relationships at all levels and address any issues impacting customer success. Maintaining strong working relationships with other nCino personnel in sales, services, engineering, marketing, and product management is essential to own the post-sale strategy.

Responsibilities

  • Own ultimate responsibility for contract renewal and expansion success as the Success Program Leader.
  • Ensure customers derive maximum value from their investment in nCino, utilizing all licenses, identifying new opportunities, and collaborating with sales teams to achieve growth through an Executive Business Review process.
  • Manage assigned accounts in tandem with Sales Account Managers and Support Engineers to ensure customer success with the nCino Bank Operating System.
  • Partner with the customer to establish a transformational Optimization Plan to meet business goals.
  • Network effectively within the account from C-Level down to execute the Optimization Plan successfully.
  • Develop a deep understanding of the customer’s business challenges and objectives to map nCino features to their needs.
  • Identify risks to achieving business goals and develop mitigation plans.
  • Serve as a customer advocate, promoting industry best practices and evolving nCino products and services.
  • Build and maintain long-term relationships with stakeholders.
  • Provide thought leadership on business transformation internally and externally.
  • Support contract renewal processes to minimize attrition.
  • Obtain at least two certifications within the first six months of employment.

Qualifications

Required:

  • Bachelor’s degree and at least two years of relevant experience or equivalent combination of education and performance.
  • Experience in account portfolio planning and prioritization.
  • Effective advisory and coaching skills, especially around change management.
  • Strong communication, interpersonal skills, and conflict resolution abilities.
  • Proven facilitation skills for meetings and workshops.
  • Ability to multitask and perform under pressure.
  • Knowledge of business processes (Sales, Marketing, Service, Support) and automation.
  • Working knowledge of software development processes and methodologies.

Desired:

  • Experience with CRM systems or relational databases.
  • Financial services experience across retail, business, and commercial banking, digital engagement, and financial analysis.
  • Knowledge of nCino’s product features and capabilities.
  • CRM or IT experience, understanding of the competitive landscape and technical ecosystem.

Other

  • Position requires 15-25% travel.

If you thrive in a high-energy entrepreneurial environment, we invite you to share your passion, ideas, and excitement at nCino.

nCino is an equal opportunity employer, committed to inclusion and diversity. We provide reasonable accommodations for applicants with disabilities and are dedicated to creating an inclusive workplace where employees can bring their authentic selves.

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Principal Customer Success Manager

Johannesburg, Gauteng nCino

Posted 2 days ago

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Job Description

nCino offers exciting career opportunities for individuals who want to join the worldwide leader in cloud banking.

As a Customer Success Manager (CSM) you are ultimately responsible for ensuring the success of a small portfolio of nCino’s customers. As a CSM, you will be responsible for driving customer adoption and success by providing advice, usage/adoption recommendations, risk identification and mitigation. The CSM will bring nCino's best ideas, innovations and capabilities to their portfolio of customers and match these to the customer’s business goals, driving greater value and executive alignment between the customer and nCino.

The end result is increased customer satisfaction, retention and expansion of the nCino footprint within the institution. As a trusted advisor and coach, you are the post-sales success leader for your assigned accounts and provide your customers with a Success Blueprint. In addition to the business process and change management skills needed for this role, the CSM should possess application knowledge or IT expertise in combination with exceptional customer management experience.

The CSM will work closely with the entire account team to strengthen the customer relationship at all levels in order to execute the overall account strategy. You will also help troubleshoot and address any issues that impact the customer’s success. CSM's are required to maintain strong working relationships with other nCino customer facing personnel in the Sales, Services, Engineering, Marketing and Product Management ecosystems with the goal of owning the post-sale strategy.

Responsibilities
  • As the Success Program Leader, you own ultimate responsibility for the customer’s contract renewal and for expansion success
  • Ensure that customers derive maximum value from their investment in nCino, utilize all of their licenses, identify new opportunities, and collaborate with sales teams to ensure growth attainment and increased footprint through an Executive Business Review process
  • Work in tandem with Sales Account Managers and Support Engineers to manage assigned accounts to ensure customer success with the nCino Bank Operating System
  • Partner with the customer to establish a transformational Optimization Plan to ensure achievement of business goals
  • Effectively network within an account from the C-Level down in order to achieve successful execution of the customer’s Optimization Plan
  • Develop a comprehensive understanding of the customer’s business challenges and objectives to appropriately map nCino features and associated business benefits to address their needs
  • Identify risks to the customer by achieving their stated business goals and developing a risk mitigation plan
  • Serve as a customer advocate in driving industry best practices and the evolution of nCino product and platform functionality, courses and administrative services integral to the customer's success
  • Develop and maintain long-term relationships with stakeholders in your account portfolio
  • Provide thought leadership and best practices, both internally and externally, around business transformation
  • Deliver successful customers to the contract renewal cycle and, where necessary, support the renewals process to minimize customer attrition
  • Become Salesforce.com certified with at least two different certifications within your first six months of employment
Qualifications

Required:

  • Bachelor’s degree and a minimum of two years functional work experience or an equivalent combination of education, experience and superior performance
  • Experience with account portfolio planning and prioritization a must
  • Ability to serve as credible and effective advisor/coach, especially around change management (cultural, technical and business)
  • Strong communication and interpersonal skills, with the ability to effectively navigate and mediate conflict and foster honest dialog
  • Proven effectiveness at leading and facilitating meetings and workshops
  • Ability to prioritize, multi-task and perform effectively under pressure
  • Strong knowledge of business processes (Sales, Marketing, Service, Support), business applications and automation
  • Working knowledge of the software development process and of software design methodologies (coding experience is not required, but may be useful)

Desired:

  • Experience with CRM systems such as Salesforce.com or systems built on relational databases a big plus
  • Financial Services Experience; Including, but not limited to: Retail Banking, Business Banking, Commercial Banking, Commercial Pricing, Digital Customer Engagement, and Financial Analysis)
  • Knowledge of nCino product and platform features, capabilities and best use
  • CRM or IT experience and knowledge of nCino competitive landscape and technical ecosystem

Other:

  • Position requires 15-25% travel

nCino provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, genetics or other protected groups. In addition to federal law requirements, nCino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

nCino is committed to the full inclusion of all qualified individuals. As part of this commitment, nCino will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us at

Our commitment to inclusion and equality includes a strong belief that the diversity of our team is instrumental to our success. We strive to create workplaces where employees are empowered to bring their authentic selves to work.

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