Client Success Operations Lead

3 weeks ago

Cape Town, South Africa Xceptor Full time

ABOUT XCEPTOR

Data is at the heart of everything we do: Xceptor has been designed around data manipulation in its broadest sense. We source data from wherever it flows. We curate, normalise, validate, repair, and enrich that data so it reaches its destination in a reliable and consistent format. Data coming out of Xceptor is data our clients can trust.

We are recognised as an expert in the Financial Services vertical, which strongly aligns with Business Users in Middle and Back-Office teams. We enable these users to solve their data challenges by themselves, rather than through a technology-led project.

Our People are subject matter experts. We understand our client’s challenges and we’ve got the experience and knowledge to solve them. Our talented team has a deep understanding of the unique challenges of the industry - we can empathise, engage, and speak the same language as our clients.

Our Vision is to be the leading platform for automating data flows.

Our Mission is to empower business users within Financial Institutions to build automated processes that deliver trusted data.

Our Values were created by our people, and speak to both who we are, and who we aspire to be. Ambition is in our DNA, and we embrace any opportunities ahead. Our curiosity and desire to grow drives us to learn from our customers and those around us. Our people are empowered, accountable, and deliver. We pull together, step up and focus on outcomes. The brilliance of our people makes a positive difference.

Business area and team

The Client Success Management team is accountable for Xceptor’s client retention, product adoption across the client base and expansion activities. The current team consists of Client Success Managers and Client Success Engineers, based across London, New York and Singapore. Xceptor clients are assigned a CSM who provides regular governance, a key relationship contact and a personal touchpoint for acquiring service as needed.

The Role 

The CSM Operations Lead plays a critical role in optimizing the efficiency and effectiveness of our Client Success function.

You will be responsible for analyzing data, identifying trends, creating and reporting metrics, and implementing strategies to enhance client satisfaction, retention, and overall business success. Collaborating closely with CSM management, the frontline CSM team, cross-functional teams and our RevOps team, you will develop insights and recommendations to drive continuous improvement in our client success processes and workflows.

You will also take ownership of the management reporting process including the new CSM system.

Key Accountabilities & Responsibilities

Data Analysis & Reporting Renewal Management Support Client Engagement & Insights Operational Optimization Technology & Tool management

Key Competencies, Education & Experience

7 years + experience in operations analysis, data analytics or a similar role in a B2B SaaS environment working with business and technology stakeholders. Extensive background in the financial technology and services with a strong focus in Capital Markets. Technically minded with a STEM (Science, Technology, Engineering and Mathematics) degree or same level achieved through relevant professional experience.  Previous and current experience working in an analysis or technical role for a B2B software/SaaS, Fintech company or a financial institute. Strong understanding of data analysis tools and techniques, such as Excel, Tableau, or Power BI. Experience with client success platforms or CRM systems would be very beneficial. Knowledge of client success methodologies and best practices. Strong analytical skills with the ability to interpret complex data sets and generate actionable insights. Excellent communication and interpersonal skills, with the ability to effectively collaborate with cross-functional teams. Strong presentation skills. Detail-oriented with a focus on accuracy and quality in all aspects of work. Ability to thrive in a fast-paced environment and adapt to changing priorities and deadlines. Very strong organisational skills with ability to work independently. Flexible with ability to work as part of cross-functional teams.

  • Client Success Operations Lead

    3 weeks ago

    Cape Town, Western Cape, South Africa Xceptor Full time

    ABOUT XCEPTOR Data is at the heart of everything we do: Xceptor has been designed around data manipulation in its broadest sense. We source data from wherever it flows. We curate, normalise, validate, repair, and enrich that data so it reaches its destination in a reliable and consistent format. Data coming out of Xceptor is data our clients can trust. ...

  • Client Success Lead

    5 days ago

    Cape Town, South Africa Pro Coffee Gear Full time

    **Job Title: Client Success Lead** **Location: Remote (Global)** **Company: Pro Coffee Gear** Pro Coffee Gear, a rapidly expanding e-commerce company specializing in coffee equipment, is seeking a dedicated and proactive Client Success Lead to join our team. This remote role is integral to our company's growth and client satisfaction, involving various...

  • Client Success Lead

    3 months ago

    Cape Town, South Africa Plus1X Solutions (Pty) Ltd Full time

    We currently have a full-time position available for a Client Success Lead. This role offers a remote and hybrid work arrangement, depending on client engagements. The compensation is competitive and open to negotiation. Contractor Management Customer Account Management New Opportunity Development Contract and Compliance Management Proven experience in...

  • Principal of Client Success Operations

    3 weeks ago

    Cape Town, South Africa Xceptor Full time

    **ABOUT XCEPTOR**: Data is at the heart of everything we do: Xceptor has been designed around data manipulation in its broadest sense. We source data from wherever it flows. We curate, normalise, validate, repair, and enrich that data so it reaches its destination in a reliable and consistent format. Data coming out of Xceptor is data our clients can...

  • Operations Manager

    1 week ago

    Cape Town, South Africa Lead Generation Group Full time

    Job Overview:We are seeking an experienced individual to fill the role of Operations Manager. This position requires exceptional leadership skills, a deep understanding of customer service and sales, and the ability to effectively manage teams while overseeing operations within the country. The ideal candidate will have a proven track record of handling...

  • Client Success Manager

    4 weeks ago

    Cape Town, South Africa Crayon Full time

    **How you'll role** As a Client Success Manager in the reservations department, your role is crucial in overseeing reservations, optimising occupancy, maximising revenue, and providing an outstanding guest booking experience. This position demands excellent organisational abilities, a deep comprehension of sales tactics, and efficient team and leadership...

  • Client Success Intern

    4 weeks ago

    Cape Town, South Africa LocumBase (Pty) Ltd Full time

    Our Culture Our goals are audacious, and we want to work with people who share our passion for pursuing transformation in the ways we work. We believe that good ideas can come from anywhere - not just the top - and we love to build our way out of uncertainty. At LocumBase, you will work with and meet diverse talent and help us build a collaborative,...

  • Client Success Manager

    3 weeks ago

    Cape Town, Western Cape, South Africa VA Central Ltd Full time

    Are you passionate about real estate and eager to join a dynamic team? Our client, a leading Estate Agent consultant in the UK, is seeking a talented Client Success Manager to join their growing team.About the Role:As a Client Success Manager, you will play a crucial role in promoting and selling our client's new video course, inspired by his best-selling...

  • Client Success Manager

    5 days ago

    Cape Town, South Africa Dunzo Full time

    **About us** We are fast-paced, innovative and customer-centric. Please read this all the way through! **Who You Are...** Are you an experienced Client Success Manager with a proven track record in nurturing client relationships and driving account growth? Do you excel in a fast-paced environment, with a passion for delivering exceptional customer...

  • Client Success Manager

    3 weeks ago

    Cape Town, Western Cape, South Africa VA Central Ltd Full time

    Are you passionate about real estate and skilled at building strong relationships with clients? Do you thrive in a dynamic environment where you can make a significant impact on the growth of a brand? If so, we have an exciting opportunity for you to join our team as a Client Success Manager. In this role, you will play a vital part in assisting clients with...

  • Client Success

    3 weeks ago

    Cape Town, South Africa Finovate Full time

    **Job title: Client Success & Marketing Manager** Our client, based in **London, United Kingdom**, is in the **marketing industry **and they are looking to hire a South African **Client Success & Marketing Manager **to join their team as soon as possible. Are you ready to be a part of an energetic team dedicated to transforming B2B client acquisition? Our...

  • Customer Success Lead Consultant

    4 weeks ago

    Cape Town, South Africa NielsenIQ Full time

    The Customer Success Lead Consultant will be working very closely with clients in the FMCG world to have a rigorous understanding of their business, objectives, priorities, and investment decisions they are making or considering. This will enable you to highlight unmet client needs and identify sales opportunities to pass to our account development...

  • Client Success Intern

    3 weeks ago

    Cape Town, Western Cape, South Africa LocumBase (Pty) Ltd Full time

    Our CultureOur goals are audacious, and we want to work with people who share our passion for pursuing transformation in the ways we work. We believe that good ideas can come from anywhere - not just the top - and we love to build our way out of uncertainty. At LocumBase, you will work with and meet diverse talent and help us build a collaborative,...

  • Client Success Manager

    3 weeks ago

    Cape Town, Western Cape, South Africa Crayon Full time

    How you'll roleAs a Client Success Manager in the reservations department, your role is crucial in overseeing reservations, optimising occupancy, maximising revenue, and providing an outstanding guest booking experience. This position demands excellent organisational abilities, a deep comprehension of sales tactics, and efficient team and leadership...

  • Client Success Consultant

    3 weeks ago

    Cape Town, Western Cape, South Africa Outsourced CFO Full time

    Outsourced CFO is looking for a customer-centric individual who will champion client satisfaction and foster long-term relationships. You will be instrumental in guiding clients through their journey from onboarding to driving service adoption, and cultivate a culture of success.Reporting directly to the department heads of our Growth and CFO divisions.Job...

  • Customer Success Lead Consultant

    3 weeks ago

    Cape Town, Western Cape, South Africa NielsenIQ Full time

    The Customer Success Lead Consultant will be working very closely with clients in the FMCG world to have a rigorous understanding of their business, objectives, priorities, and investment decisions they are making or considering. This will enable you to highlight unmet client needs and identify sales opportunities to pass to our account development...

  • Client Success Executive

    3 weeks ago

    Cape Town, Western Cape, South Africa Houst Full time

    We're Houst : A professional management service for properties. Our mission is to make hosting on websites hassle-free for everyone using technology to disrupt the short-term accommodation sector. We've grown fast. Since launching in 2015, we've partnered with thousands of happy hosts, helping them to make important earnings. The business has now expanded...

  • Client Success Consultant

    1 month ago

    Cape Town, South Africa Outsourced CFO Full time

    Outsourced CFO is looking for a customer-centric individual who will champion client satisfaction and foster long-term relationships. You will be instrumental in guiding clients through their journey from onboarding to driving service adoption, and cultivate a culture of success.Reporting directly to the department heads of our Growth and CFO divisions.Job...

  • client success manager

    3 weeks ago

    Cape Town, Western Cape, South Africa Crayon Full time

    To find out more, click Apply or head on over to Crayon to review the full spec and applyHow you'll roleAs a Client Success Manager in the reservations department, your role is crucial in overseeing reservations, optimising occupancy, maximising revenue, and providing an outstanding guest booking experience. This position demands excellent organisational...

  • Client Success Executive: Remote

    3 weeks ago

    Cape Town, Western Cape, South Africa Net Affinity Full time

    As Client Success Executive, you will be assisting our clients with day to day queries, supporting them with knowledge of our systems, and advising on best practices to increase their direct bookings revenue.You will be dedicated to providing an exceptional experience for each client and will always have client satisfaction in mind. The role includes...