Client Success Manager
2 weeks ago
About the Role We are seeking a proactive, detail-oriented Client Success Manager to oversee investor communications, manage daily operational workflows, support lead nurturing, maintain a strong digital presence, and ensure our CRM and reporting processes run smoothly. This role is essential in supporting investor relations, enhancing customer experience, and ensuring the efficiency of our sales and onboarding pipelines.The ideal candidate is highly organized, resourceful, comfortable with technology, and able to manage multiple touchpoints across platforms and communication channels. This role replaces a current team member and requires someone ready to step into an established workflow and continuously improve it. Key Responsibilities Daily Communication Manage Meta Business Suite DMs / comments (respond, resolve, delete harmful comments). Respond to all GoHighLevel (GHL) inbox messages (email / SMS / calls). Monitor multiple inboxes for investor / support inquiries and update records accordingly. Lead Nurturing & Calling Daily WAVV call outreach to Smart Lists (Hot leads, Booked Calls, No-Shows, Webinar leads). Follow up with SMS and maintain accurate notes in CRM. CRM Management Mark appointment results (show / no-show / canceled). Spot-check Opportunity Pipeline vs. Transactions; ensure data accuracy. Identify email typos, automation issues, and fix / flag errors. Monthly : verify new investors complete ACH connections, including wire senders. Marketing & Online Presence Monthly review of online presence and competitor positioning. Assist with UTM performance tracking. Create and schedule monthly social media posts (FB / IG / LinkedIn) with a 30‑day buffer. Facilitate and sometimes lead webinar sessions with customers. Weekly & Monthly Reporting Weekly : call summaries, pipeline accuracy, capital raise status, Meta comment tracking, AI conversation insights. Monthly : total raised (Pipeline vs. Portal), capital insights, KYC expenses, accreditation / age reports, maturity / notice dates, ACHQ expenses. Requirements Qualifications Fluent in English speaking language 2–4+ years in Client Success, Investor Relations, CRM management, or similar role. Experience with GoHighLevel (required or strong willingness to learn quickly). Strong phone communication and client-facing skills. Highly organized with exceptional follow-through. Comfortable with multitasking and managing multiple systems. Social media content and basic design familiarity is a plus. Strong analytical and reporting abilities. Ability to work US hours. Investor Relations experience is a plus Success Traits Proactive problem solver High attention to detail Clear communicator Tech‑savvy and fast learner Works well independently and with leadership Consistent, dependable, and accountable #J-18808-Ljbffr
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Client Success Manager
2 weeks ago
Cape Town, South Africa Rt7Digital Full timeOverview Job Title : Client Success Manager Job Summary : We are seeking a dynamic and proactive Client Success Manager to build and nurture strong client relationships, ensuring their success and satisfaction. Continuous Learning Engage in continuous learning by attending training sessions, webinars, and completing relevant professional development tasks....
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Client Success Manager
2 weeks ago
Cape Town, Western Cape, South Africa Sonata One Full time R600 000 - R1 200 000 per yearSonata One is a rapidly scaling, regulated fund services and technology (fintech) business. We're The Private Funds Clearinghouse, connecting more than 53,000 investors with 6,500 funds and 180 fund managers around the globe. Our vision is to change the paradigm of private markets investing through harmonising the end-to-end investment process within one...
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Client Success Manager
4 weeks ago
Cape Town, South Africa Castlerock Managed It Services Company Full timeClient Success Manager Join to apply for the Client Success Manager role at Castlerock Managed IT Services Company. Location: Cape Town, Western Cape, South Africa. Employment type: Full-time. Responsibilities Building and maintaining long term relationships with current client base. Understanding current client's business and objectives. Assessing clients'...
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Client Success Manager
1 week ago
Cape Town, South Africa Zeal HR Full timeOur client a trusted Managed Solutions Provider focusing on optimising cloud infrastructure and cyber security is looking for a Client Success Manager to be based in Johannesburg. **Requirements**: - Matric/ Grade 12 Certificate - IT Diploma or Degree will be an added advantage - Strong technical IT Background is a MUST - Strong IT Sales experience is a...
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Client Success Manager
5 days ago
Cape Town, South Africa Hyperclear Tech Full timeJOB TITLE: Client Success Manager / Technical Account Manager LOCATION: Stellenbosch, Cape Town (Hybrid) ABOUT CYBERLOGIC: Cyberlogic is a trusted Managed Solutions Provider with offices in South Africa, Mauritius, and the UK. Serving a diverse range of clients, spanning numerous industries, including the international maritime sector, Cyberlogic specialises...
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Client Success Manager
15 hours ago
Cape Town, South Africa MasterStart Proprietary Limited Full timeCape Town, South Africa | Posted on 20/11/2025 MasterStart is not EdTech, nor a Business School, we are a Movement. We exist to empower learners and organisations to think, apply, and grow – building skills and capabilities that have a lasting impact. Our portfolio of programmes connects people, knowledge, and opportunities to enable thriving careers and...
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Client Success Manager
3 days ago
Cape Town, Western Cape, South Africa Cyberlogic Full time R900 000 - R1 200 000 per yearJOB TITLE:Client Success Manager / Technical Account ManagerLOCATION:Stellenbosch, Cape Town (Hybrid)ABOUT CYBERLOGIC:Cyberlogic is a trusted Managed Solutions Provider with offices in South Africa, Mauritius, and the UK. Serving a diverse range of clients, spanning numerous industries, including the international maritime sector, Cyberlogic specialises in...
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Client Success Manager
7 days ago
Cape Town, Western Cape, South Africa HEIR DIGITAL Full time R400 000 - R600 000 per yearCLIENT SUCESS MANAGERatHEIR DIGITALType:Full-time, on-siteLocation:8 Bree Street, Cape Town City CentreRole Overview:We're looking for aClient Success Managerwho has a good understanding of eCommerce marketing, and can build long-term trust with our clients. You'll be the bridge between our clients and our internal team — ensuring smooth onboarding, clear...
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Client Success Manager
2 weeks ago
Cape Town, South Africa Robert Ventures Full timeAbout the Role We are seeking a proactive, detail-oriented Client Success Manager to oversee investor communications, manage daily operational workflows, support lead nurturing, maintain a strong digital presence, and ensure our CRM and reporting processes run smoothly. This role is essential in supporting investor relations, enhancing customer experience,...
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Client Success Manager
1 week ago
Cape Town, South Africa Robert Ventures Full timeAbout The Role We are seeking a proactive, detail-oriented Client Success Manager to oversee investor communications, manage daily operational workflows, support lead nurturing, maintain a strong digital presence, and ensure our CRM and reporting processes run smoothly. This role is essential in supporting investor relations, enhancing customer experience,...
