Customer Success Manager

3 weeks ago

Johannesburg, South Africa GCI Wealth Full time

Wealthbit is currently looking for a Customer Success Manager with previous experience in the information technology industry.

We build finance products to **simplify financial planning for everyone**. This is the Wealthbit platform, an app that helps people understand how to build a financially secure life while living the life they want, achieving their life goals by looking holistically at their finances. It empowers financial advisors to help more people by using the best financial planning tools available.

This role offers you not only the ability to work fully remotely from anywhere in the world, with flexitime for a great work-life balance but also be a part of something that helps people with the daunting task of planning for their financial future. You’d work with our head of product, sales team, customer support team, and product development team. In this role, you’ll get to work with people from all different parts of the

If you have 1 - 3 years of experience building and nurturing long-term customer relationships and a tech qualification, and you are familiar with the financial advisory services industry and has excellent skills in Excel, Google Workspace, Notion and is familiar with Mixpanel (or Power BI for insights) you are the person we are looking for.

Your role will involve:

- Build and nurture long-term relationships with clients, understanding their unique business needs and goals with Wealthbit.
- Deliver exceptional service, combining automation and personal touch, ensuring you're always ahead in client interactions.
- Actively collect and channel client feedback to relevant departments for continuous improvement of our services.
- Regularly check in with clients via phone calls, monitor their platform usage, and proactively reach out when necessary.
- Compile weekly reports for the management team, providing insights into customer engagement and progress.
- Develop and implement retention plans for at-risk clients, identifying early warning signs and acting pre-emptively.
- Facilitate a smooth onboarding process for new clients, introducing them to our platform, data, and support teams.
- Prepare comprehensive documentation for new systems and processes, and guide clients through these updates.

**Salary**: From R30 000,00 per month

Application Question(s):
**Education**:

- Certificate (required)

**Experience**:

- Customer Success: 2 years (required)

Application Deadline: 2024/03/20
Expected Start Date: 2024/04/01

  • Customer Success Manager

    2 months ago

    Johannesburg, South Africa Ulwembu Business Services Full time

    We are looking for a technically savvy customer success manager who possesses a strong drive for results. Duties for the customer success manager will include a broad range of tasks such as maintaining ongoing customer relationships and networking, implementing success programs, contributing to sales, onboarding and training clients, and minimizing churn....

  • Manager, Customer Success

    6 days ago

    Johannesburg, Gauteng, South Africa Mimecast Full time

    Manager, Customer SuccessWe're your dream Customer Success TeamCustomer Excellence is looking for a highly driven and motivated Manager, Customer Success who is passionate about providing a best-in-class customer experience. You will be a coach and mentor to your team, as well as a trusted advisor for your team's customer base, assisting with Mimecast...

  • Customer Success Manager

    2 months ago

    Johannesburg, South Africa SurTech Full time

    **Diligent Boards - Customer Success Manager** **Job Title and Overview** The Customer Success Manager manages a portfolio of accounts and guarantees an exceptional customer experience, revenue retention and referrals across Africa. Being the primary liaison for customer relationships for the Diligent Boards product, the CSM will engage in proactive...

  • Customer Success Manager

    2 months ago

    Johannesburg, South Africa SurTech Full time

    Diligent Boards - Customer Success Manager Job Title and OverviewThe Customer Success Manager manages a portfolio of accounts and guarantees an exceptional customer experience, revenue retention and referrals across Africa.Being the primary liaison for customer relationships for the Diligent Boards product, the CSM will engage in proactive account management...

  • Customer Success Manager

    3 weeks ago

    Johannesburg, South Africa SurTech Full time

    Diligent Boards - Customer Success Manager Job Title and OverviewThe Customer Success Manager manages a portfolio of accounts and guarantees an exceptional customer experience, revenue retention and referrals across Africa.Being the primary liaison for customer relationships for the Diligent Boards product, the CSM will engage in proactive account management...

  • Customer Success Manager

    6 days ago

    Johannesburg, Gauteng, South Africa SurTech Full time

    Diligent Boards - Customer Success Manager Job Title and Overview The Customer Success Manager manages a portfolio of accounts and guarantees an exceptional customer experience, revenue retention and referrals across Africa. Being the primary liaison for customer relationships for the Diligent Boards product, the CSM will engage in proactive account...

  • Customer Success Manager

    7 days ago

    Johannesburg, South Africa SurTech Full time

    Diligent Boards - Customer Success Manager Job Title and Overview The Customer Success Manager manages a portfolio of accounts and guarantees an exceptional customer experience, revenue retention and referrals across Africa. Being the primary liaison for customer relationships for the Diligent Boards product, the CSM will engage in proactive account...

  • Customer Success Manager

    6 days ago

    Johannesburg, Gauteng, South Africa FM:Systems Full time

    Customer Success Manager - IT or Software background preferred.**FM:Systems provides workplace management technology and solutions that enable facility and real estate teams to identify, plan and deliver the ideal workplace for every employee. Our broad solutions portfolio of software and hardware, specializing in space management and optimization, assets...

  • Customer Success Manager

    5 days ago

    Johannesburg, South Africa Jem Full time

    **Join Jem as our Customer Success Manager.** One of Jem’s core principles is ‘Customer Obsession’. One of the reasons our customers stay with Jem is our support teams. Customer Success Managers build and manage these relationships through proactively creating the best possible customer experience. We’re looking for a dynamic, self-driven individual...

  • Customer Success Manager

    6 days ago

    Johannesburg, Gauteng, South Africa Jem Full time

    Join Jem as our Customer Success Manager.One of Jem's core principles is 'Customer Obsession'. One of the reasons our customers stay with Jem is our support teams. Customer Success Managers build and manage these relationships through proactively creating the best possible customer experience. We're looking for a dynamic, self-driven individual who will...

  • Customer Success Manager

    2 months ago

    Johannesburg, South Africa Temenos Full time

    **ABOUT TEMENOS** Temenos powers a world of banking that creates opportunities for billions of people and businesses everywhere. We do this through the pioneering spirit of 7500+ Temenosians who are passionate about making banking better, together. We serve over 3000 banks from the largest to challengers and community banks in 150+ countries. We collaborate...

  • Customer Success Manager

    3 weeks ago

    Johannesburg, South Africa Darktrace Full time

    Founded by mathematicians and cyber defense experts in 2013, Darktrace is a global leader in cyber security AI, delivering complete AI-powered solutions in its mission to free the world of cyber disruption. We protect more than 8,400 customers from the world's most complex threats, including ransomware, cloud, and SaaS attacks. Headquartered in Cambridge,...

  • Customer Success Manager

    6 days ago

    Johannesburg, Gauteng, South Africa Darktrace Full time

    Founded by mathematicians and cyber defense experts in 2013, Darktrace is a global leader in cyber security AI, delivering complete AI-powered solutions in its mission to free the world of cyber disruption. We protect more than 8,400 customers from the world's most complex threats, including ransomware, cloud, and SaaS attacks.Headquartered in Cambridge, UK,...

  • Customer Success Manager

    3 weeks ago

    Johannesburg, City of Johannesburg Metropolitan Municipality, Gauteng, 2001, South Africa FreeRecruit Full time

    Our prestige client is a well-funded startup simplifying US sales tax compliance for global businesses. They provide end-to-end solutions, from calculations to reporting and filing. They are backed by Group, a trusted partner to over 13,000 clients, including Fortune 500 companies. Role and responsibilities:You will ensure clients’ adherence to sales tax...

  • Customer Success Manager

    3 weeks ago

    Johannesburg, City of Johannesburg Metropolitan Municipality, Gauteng, 2001, South Africa FreeRecruit Full time

    Our prestige client is a well-funded startup simplifying US sales tax compliance for global businesses. They provide end-to-end solutions, from calculations to reporting and filing. They are backed by Group, a trusted partner to over 13,000 clients, including Fortune 500 companies. Role and responsibilities:You will ensure clients’ adherence to sales tax...

  • Customer Success Manager

    6 days ago

    Johannesburg, City of Johannesburg Metropolitan Municipality, Gauteng, , South Africa FreeRecruit Full time

    Our prestige client is a well-funded startup simplifying US sales tax compliance for global businesses. They provide end-to-end solutions, from calculations to reporting and filing. They are backed by Group, a trusted partner to over 13,000 clients, including Fortune 500 companies. Role and responsibilities:You will ensure clients' adherence to sales tax...

  • Customer Success Manager

    6 days ago

    Johannesburg, Gauteng, South Africa Temenos Full time

    ABOUT TEMENOSTemenos powers a world of banking that creates opportunities for billions of people and businesses everywhere. We do this through the pioneering spirit of 7500+ Temenosians who are passionate about making banking better, together.We serve over 3000 banks from the largest to challengers and community banks in 150+ countries. We collaborate with...

  • Customer Success Manager

    2 weeks ago

    Johannesburg, South Africa Solid Systems Full time

    As the Customer Success Manager, your role is pivotal in ensuring exceptional service for our clients by bridging the gap between them and our Technical Team. Your primary objective is to understand our clients' business needs, tailor our services accordingly, and act as an advocate to ensure retention through excellent service delivery. By ensuring a...

  • Customer Success Manager

    6 days ago

    Johannesburg South, South Africa ApprovalMax Limited Full time

    Job Description The role**We are expanding and hiring a Customer Success Manager on a remote basis to help us grow the business.Qualifications You will be responsible for**:Maintaining a detailed understanding of products and services, assist customers with questions and suggest the best features/setup for their needs Promoting the value of the product among...

  • Customer Success Manager

    2 months ago

    Johannesburg, South Africa Prime Reason Full time

    **The Role** Essential functions**: - Collaborate with Sales to align on outcomes customers expect from their subscription purchase. - Develop a digital journey to drive outcomes. - Develop a success plan that includes critical action to ensure expected outcomes. - Provide an effective onboarding and ongoing service checks and take appropriate actions -...