Client Success Manager
1 week 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
3 days ago
Johannesburg, Gauteng, South Africa Visa Full time R800 000 - R1 200 000 per yearVisa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network,...
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Client Success Manager
3 days ago
Johannesburg, Gauteng, South Africa Visa Full time R1 500 000 - R2 500 000 per yearCompany Description Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure...
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Client Success Manager
3 weeks ago
Johannesburg, South Africa WatersEdge Solutions Full timeLocation: Hybrid or RemoteEmployment Type: Full-TimeIndustry: SaaS | Global Logistics | Compliance Tech WatersEdge Solutions is partnering with our client who are seeking a Client Success Manager who combines strategic thinking with exceptional relationship-building skills. If you're passionate about growing client value, driving commercial outcomes, and...
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Client Success Manager
3 weeks ago
Johannesburg, South Africa WatersEdge Solutions Full timeLocation: Hybrid or RemoteEmployment Type: Full-TimeIndustry: SaaS | Global Logistics | Compliance TechWatersEdge Solutions is partnering with our client who are seeking a Client Success Manager who combines strategic thinking with exceptional relationship-building skills. If you're passionate about growing client value, driving commercial outcomes, and...
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Client Success Manager
4 days ago
Johannesburg, South Africa WatersEdge Solutions Full timeOverview WatersEdge Solutions is partnering with our client who are seeking a Client Success Manager who combines strategic thinking with exceptional relationship-building skills. If you're passionate about growing client value, driving commercial outcomes, and operating in a fast-paced, tech-driven environment, this is your chance to step into a high-impact...
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Client Success Manager
7 days ago
Johannesburg Metropolitan Area, South Africa Office Beacon South Africa Full time R400 000 - R800 000 per yearOne of our clients is seeking aClient Success Managerto join their growing team. This role isoffice-basedand ideal for someone passionate about building strong client relationships, driving results, and helping businesses succeed through proactive engagement and strategic support.Working Hours:Please note that this position primarily supports US-based...
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Client Success Manager
5 days ago
Johannesburg, South Africa Agency Growth Team Full timeDo you LOVE serving realtors, brokerages and real estate professionals by helping their businesses grow and scale to new heights? Are you eager to work with agents who want to sell more homes, create long-lasting relationships with them, and be rewarded for your skills, time, and accomplishments? Are you ready to push your clients forward, consult heavily on...
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Client Success Manager
22 hours ago
Johannesburg Metropolitan Area, South Africa WatersEdge Solutions Full timeLocation: On-siteType: Full-TimeIndustry: SaaS | Global Logistics | Compliance TechWatersEdge Solutions is partnering with our client who are seeking a Client Success Manager who combines strategic thinking with exceptional relationship-building skills. If you're passionate about growing client value, driving commercial outcomes, and operating in a...
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Client Success Manager
2 weeks ago
Johannesburg, Gauteng, South Africa Robert Ventures Full time R1 200 000 - R2 400 000 per yearAbout the RoleWe 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
2 weeks ago
Johannesburg, Gauteng, South Africa Robert Ventures Full timeAbout the RoleWe 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,...
