Client Success Manager

In brief

**Overview** This role is for a Client Success Manager at Salt South Africa, operating within a fast-paced FinTech environment. The position involves managing and supporting a portfolio of clients, with a strong focus on building and maintaining robust client relationships, ensuring their satisfaction, engagement, and comprehensive support. It combines active client engagement with technology, data analysis, and detailed administration. The successful candidate will work comfortably with data, systems, reporting, and administrative processes to identify trends, resolve issues, and ensure a consistently high level of service. The role also requires confidence in engaging with senior stakeholders and contributing to broader commercial discussions. **What you will do** * **Client Success & Relationship Management:** Manage and maintain strong relationships across an assigned portfolio of clients, conducting regular check-ins to monitor satisfaction, engagement, and account health. Act as a key point of contact, addressing client queries effectively, and building trusted relationships with stakeholders at various levels within client organisations, including senior HR, payroll, finance, and business leaders. Proactively identify potential client risks or issues and collaborate with internal teams for resolution, supporting client retention and long-term relationship development. * **Data, Reporting & Analysis:** Work comfortably with client data, internal systems, and technology platforms. Analyse information and reports to identify trends, inconsistencies, risks, and opportunities, and monitor client activity and performance to prevent issues from escalating. Utilise data and insights to inform client conversations and internal decision-making, maintaining a high level of accuracy with client and financial information, and translating data into practical recommendations. * **Administration & Operational Support:** Manage the day-to-day administration of client accounts, maintaining accurate and up-to-date client information across internal systems. Complete regular checks, follow-ups, reporting, and reconciliations as required, ensuring outstanding client actions and queries are followed through to completion. Maintain high standards of organisation, attention to detail, and client documentation, working closely with internal teams to ensure client requirements are delivered accurately and on time. * **Commercial & Cross-Functional Contribution:** Develop a strong understanding of each client’s business and how they utilise the platform. Think beyond immediate client requests, understanding the broader commercial impact of decisions. Identify opportunities to improve client experience, engagement, and processes, collaborating effectively with teams such as Finance, Operations, Technical, Product, and Sales. Constructively challenge existing processes and contribute ideas for improvement, balancing client requirements with the business’s broader commercial objectives. **Requirements (from the original advert)** * Data and tech savvy, with the ability to confidently work across data, systems and technology. * Strongly analytical, with the ability to interpret information, identify trends and spot potential issues. * An experienced client/customer success or account management professional with genuine responsibility for ongoing client relationships. * Confident engaging and communicating with senior-level stakeholders. * Commercially minded, with an understanding of how their work impacts the wider business. * Comfortable completing detailed and sometimes routine administrative tasks as part of managing their client portfolio. * Highly organised with excellent attention to detail. * A proactive problem solver who doesn’t simply escalate an issue without first investigating it. * Curious and willing to ask questions and challenge thinking constructively. * Collaborative and comfortable working across multiple internal teams. * Adaptable and comfortable operating in a fast-moving, technology-led environment. **Who should apply** The ideal candidate is a proactive, analytical, and commercially minded professional with experience in client success or account management, specifically with ongoing client relationship responsibilities. They should thrive in a fast-paced FinTech environment, enjoying a combination of client engagement, technology, data analysis, and detailed administration. The candidate must be data and tech savvy, strongly analytical, highly organised, and possess excellent attention to detail. They should be a proactive problem solver, curious, collaborative, adaptable, and confident in engaging and communicating with senior-level stakeholders. Advantageous experience includes backgrounds in FinTech, Payments, Financial services technology, Payroll technology, HR technology, Financial wellness / employee benefits, B2B SaaS, Technology platforms, Accounting or finance software, or broader B2B SaaS/technology environments, particularly where strong Client Success experience, analytical capability, commercial awareness, and comfort with data and technology can be demonstrated. **Deadline** Not specified **Reference** Original posting: https://www.myjobmag.co.za/job/client-success-manager-recruit-digital Source: myjobmag

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