5 Customer Success Manager jobs in Durban
Billing Specialist & Customer Service Retention Manager
Posted 1 day ago
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Job Description
- Partner with leadership to build out the Finance & Customer Support department , including staffing, systems selection, and SOP development.
- Design scalable workflows for billing, retention, missed collections, and client escalation handling.
- Set up foundational reporting, KPIs, and feedback loops to track billing health and customer satisfaction.
- Architect and manage end-to-end debit order processes , including collections, retries, reversals, and reporting.
- Liaise with debit order service providers and ensure technical and financial alignment.
- Administer insurance policy books with accurate reconciliation of premium payments vs. policy status.
- Oversee missed debit resolution and develop proactive collection strategies.
- Track and escalate premium-related issues to ensure policy integrity and compliance.
Customer Service & Retention
- Handle and resolve customer queries related to claims, billing issues, missed payments, and cancellations .
- Build and train a customer support team capable of managing inbound and outbound retention workflows.
- Implement retention strategies for clients at risk of lapsing, using data-driven engagement and objection handling.
- Ensure a seamless claims experience by coordinating with underwriters and policy administrators.
Compliance & Process Excellence
- Document all billing, retention, and support processes for internal use and audit compliance.
- Ensure strict POPIA compliance in all customer communications and data handling.
- Contribute to onboarding new insurance products / books, ensuring systems and service readiness.
Experience & Skills :
- 3+ years in billing, finance operations, customer service, or insurance administration.
- Proven ability to manage and improve debit order collection systems .
- Demonstrated experience in building or scaling a support or finance function .
- Proficiency in using CRM and ticketing systems (e.g., Salesforce, Zoho, Freshdesk).
- Strong analytical, process-mapping, and reconciliation skills.
- Excellent communication, leadership, and negotiation skills.
Bonus if you have :
- Insurance, claims, or financial services background.
- Experience with tools like Debi Check, Netcash, Sage, or Xero.
ð What We Offer
- Competitive market salary + performance incentives.
- High-growth environment with real ownership.
- Opportunity to build a department from scratch and make a tangible business impact.
- A mission-driven team culture focused on integrity, efficiency, and service.
Client Relations Specialist (Investment Management)
Posted 8 days ago
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Job Description
The candidate must have a completed BCom (Honours) (Investment Management) and minimum 3 years client relations experience (assisting Clients and Financial Advisors) within an Asset management / Investment firm / Financial planning environment. Post Grad in Financial planning is an advantage.
Outgoing personality and excellent communication skills are essential. Strong academics and a history of academic and work success are important.
Your duties will include:
- Develop trusted relationships with clients and becoming an expert resource
- Provide expert initial and ongoing training on their custom IT system
- Provide comprehensive, structured input to specific problems/requests in the advice process that lead to increased investment with the company.
- Manage and leverage internal resources to meet deliverables
- Proactively cultivate relations and be prepared to engage socially where beneficial
- Develop and maintain expertise, skill and technical knowledge required to add valuable input across the business and investment proposition
- Work closely with the other members of the global investment, operations, sales, software development and support teams to resolve clients concerns
- Provide first line support to clients via phone, email, online and face to face meetings (occasional travel required)
- Strategic and creative thinking to suggest improvements to productivity, service quality and processes
- Record and relay client feedback and insights to internal teams such as tech, marketing, operations and asset management in order to constantly improve the client experience
- Maintain an expert-level knowledge of their investment processes and internal tools as well as curiosity and awareness of new initiatives within the industry.
- Assist with ad hoc inter-function projects as required
Customer Success Business Unit Leader
Posted 8 days ago
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Job Description
We are looking to hire a Senior Leader as Customer Success Lead within South Africa, to steer the Customer Success team and be at the forefront of our customers’ digital transformation.
The Customer Success Lead Will
- Play a key role in helping our customers achieve digital transformation
- Guide the Customer Success team collaboratively in driving change management, consumption and adoption activities with key Business Decision Makers and IT Decision Makers, helping reduce implementation risk, driving usage of existing solutions, and identifying new opportunities for Microsoft cloud in Infrastructure and Applications, Data and Analytics, Business Applications, and Modern Workplace
- Enable customers to realize value from their investments, and create passionate advocates
- Be key part of the regional customer-facing sales leadership; use knowledge to grow sales
- Directly manage full time employees and/or vendor Customer Success Managers(CSM)/Cloud Solution Architects (CSA) that will cover Microsoft customers in territory
- Create relationships with customers across assigned regions to fuel retention, growth, renewal advocact
We are looking for a passionate, forward-thinking, hands-on leader with exceptional operational discipline. This person will be very active in
day-to-day coaching of his/her team, leading by example, ensuring that the team drive successful engagements that enable Customer
Success.
Key Responsibilities Of The Customer Success Lead Include
Business Value
- Engage BDMs/ITDMs to ensure business value is obtained and new value opportunities are identified
- Evangelize Microsoft cloud roadmap
- Help customers optimize their investment
- Ensure customers achieve desired consumption/adoption targets by establishing intent and driving adoption; partner with other functions
- Build strategy, targets, and process
- Foster culture of customer-centricity, accountability, and collaboration.
- Build strong client relationships
- Cultivate strong/active network of partners to drive consumption, deliver customer value
- Ensure customers are supported by partners by establishing a collaborative, customer-first relationship with partners
- Engage with appropriate Microsoft or Partner resources to ensure awareness and understanding of Customer Success organization and roles
- Advance customer interests by shaping the end-to-end customer experience
- Lead virtual team to be proactive, agile and responsive to “Voice of Customer”
- Grow account references, advocacy and loyalty for CSM/CSA practices
- Be a credible and trusted advisor to customers on their technology and business needs
- Remove blockers via escalation, scoping, feedback and coaching
- Exhibit sound judgment
- Deliver high standards of technical excellence
- Be a credible industry spokesperson on customer success and technology
- Be sought out for thought leadership to influence actions/results at senior levels
- Customer Success discipline and accountability
- Ensure data collection
- Run regular ROB process, collect performance data and report performance to Global CSM/CSA Lead and Strategy Team
- Ensure CSMs/CSAs collaboration to deliver customer success plan
- Consistent coaching rhythm in place, following Customer Success Manager coaching framework
- Engage regularly with customers for feedback on CSM/CSA role
- Ensure execution of pipeline management, issue escalation, forecasting, and CS plans
- Orchestrator
- Drive integrated customer planning to ensure seamless hand-offs between internal customer facing organizations
- Enable collaboration within Microsoft
- Lead by example by bringing in other functions to act on Customer Success qualified leads or expansion opportunities
- Help Customer Success Managers & Cloud Solution Architect resources connect to relevant Microsoft stakeholders and build relationships across the enterprise
- Leverage knowledge of Microsoft to work across groups, influence stakeholders, resolve issues, and manage risk
Proven people management experience.
background in engineering and/or technology experience (e.g., technology field, Services, Consultant, Specialist Team Unit, Technical Sales, system integrators, developer, project manager, sales).
Master's Degree in Business Management, Engineering, or related field AND experience in technology leadership, consulting/ professional services, product strategy, business leadership, sales, or directly within
Customer Success OR Bachelor's Degree in Business Management, Engineering, or related field AND experience in technology leadership, consulting/professional services, product strategy, business leadership, sales, or directly within Customer Success OR equivalent experience.
Additional Or Preferred Qualifications
Experience in complex project management and/or customer account management (e.g., leading/orchestrating virtual teams).
Experience in professional services, customer success, sales, and/or customer service.
People management experience.
Benefits/perks listed below may vary depending on the nature of your employment with Microsoft and the country where you work.
Microsoft is an equal opportunity employer. Consistent with applicable law, all qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship, color, family or medical care leave, gender identity or expression, genetic information, immigration status, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran or military status, race, ethnicity, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable local laws, regulations and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application process, read more about requesting accommodations. #J-18808-Ljbffr
Customer success business unit leader
Posted today
Job Viewed
Job Description
Customer success business unit leader
Posted today
Job Viewed
Job Description
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