Client Success Manager

2 weeks ago

Midrand, South Africa Robert Ventures Full time

**About the Role**

**Key Responsibilities**
**Daily Communication**

- Manage Meta Business Suite DMs/comments (respond, resolve, delete harmful comments).
- 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.
- 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

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