Client Success Manager

2 weeks ago

Johannesburg, Gauteng, South Africa Robert Ventures Full time R1 200 000 - R2 400 000 per year

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

  • Client Success Manager

    20 hours ago

    Johannesburg, Gauteng, South Africa Visa Full time R800 000 - R1 200 000 per year

    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 payments network,...

  • Client Success Manager

    20 hours ago

    Johannesburg, Gauteng, South Africa Visa Full time R1 500 000 - R2 500 000 per year

    Company 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...

  • Client Success Manager

    2 weeks ago

    Johannesburg, Gauteng, South Africa Robert Ventures Full time

    About 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,...

  • Client Success Management Lead

    2 weeks ago

    Johannesburg, Gauteng, South Africa NTT DATA, Inc. Full time R1 000 000 - R2 500 000 per year

    Make an impact with NTT DATAJoin a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion – it's a place where you can grow, belong and thrive.Your day at NTT DATAAs a Senior...

  • Client Success Associate

    3 days ago

    Johannesburg, Gauteng, South Africa The Legends Agency Full time R360 000 - R420 000 per year

    Client Success AssociateLocation: Olivedale, JohannesburgSalary: R30,000 R35,000 per month (Total Cost to Company)Reports to: Chief Revenue OfficerType: Full-time, OnsitePurpose of the RoleWe are looking for a proactive and tech-savvy Client Success Associate to manage a portfolio of medium to large business clients. You will play a vital role in driving...

  • Client Success Manager

    5 days ago

    Johannesburg, Gauteng, South Africa Bionic Talent Full time US$2 000 - US$2 800

    About the client:Our client is a specialized digital marketing agency focused exclusively on supporting mental health professionals. They partner closely with therapists, psychologists, and mental health clinics to enhance online visibility, drive organic traffic, and generate high-quality leads. With a deep understanding of the unique needs of the mental...

  • Customer Success Manager

    20 hours ago

    Johannesburg, Gauteng, South Africa SavageOne Pty Full time R800 000 - R1 000 000 per year

    Title: Customer Success ManagerDepartment: Client ServicesReports To: Business Unit ManagerWork Environment: OnsitePosition OverviewWe are looking for a dynamic and relationship-driven Customer Success Manager to oversee the end-to-end delivery of solutions for key clients within the retail media space. In this role, you will act as the primary liaison...

  • Customer Success Manager

    1 week ago

    Johannesburg, Gauteng, South Africa Jem HR Full time R250 000 - R450 000 per year

    Join Jem as a Customer Success Manager This isn't a normal customer success role. It's a chance to sit at the centre of South Africa's fastest-growing HR tech company, helping employers across the country change how they care for their people.At Jem, Customer Obsession isn't a buzzword, it's the reason we exist. Our Customer Success Managers are the front...

  • Customer Success Manager

    1 week ago

    Johannesburg, Gauteng, South Africa Lexdan Select Full time R240 000 - R420 000 per year

    Lexdan Select is assisting a Financial Services company with their search for a Customer Success Manager, based in Johannesburg.The salary range on offer is between R240k - R420k p/a.Responsibilities:Connect with clients across multiple communication channels to build strong relationships and ensure positive experiences.Collect feedback from clients through...

  • Customer Success Manager

    2 weeks ago

    Johannesburg, Gauteng, South Africa 3. Not on Website Full time £1 000 - £1 400

    Full-Time | Remote | High-Responsibility RoleBiospan is a premium private chef & nutrition service operating across the UK, Europe, Dubai, the U.S, and Canada. We place private chefs into high-performance households and manage the full lifecycle of client nutrition, food quality, and service delivery.We're expanding — and we're hiring a Client Success...