Retail

Client Success Manager

Salt South Africa ·Western Cape, south-africa·Full Time·Internship
RetailFull TimeInternship
-
  • We are looking for a proactive, analytical and commercially minded Client Success Manager to manage and support a portfolio of clients within a fast-paced FinTech environment.
  • The role is centred around building strong client relationships, conducting regular client check-ins and ensuring clients remain happy, engaged and well supported. Alongside the relationship-management aspect, the successful candidate will be comfortable working with data, systems, reporting and administrative processes to identify trends, resolve issues and ensure a consistently high level of service.
  • This is a hands-on role suited to someone who enjoys the combination of client engagement, technology, data analysis and detailed administration, while being confident enough to engage with senior stakeholders and contribute to broader commercial conversations.

Key Responsibilities

Client Success & Relationship Management

  • Manage and maintain strong relationships across an assigned portfolio of clients.
  • Conduct regular client check-ins to monitor satisfaction, engagement and overall account health.
  • Act as a key point of contact for clients, ensuring queries and concerns are addressed effectively.
  • Build trusted relationships with stakeholders across different levels of client organisations.
  • Confidently engage with senior stakeholders, including HR, payroll, finance and business leaders.
  • Identify potential client risks or issues proactively and work with internal teams to resolve them.
  • Support client retention and long-term relationship development.

Data, Reporting & Analysis

  • Work comfortably with client data, internal systems and technology platforms.
  • Analyse information and reports to identify trends, inconsistencies, risks and opportunities.
  • Monitor client activity and performance to identify potential issues before they escalate.
  • Use data and insights to support client conversations and internal decision-making.
  • Maintain a high level of accuracy when working with client and financial information.
  • Translate information and data into practical recommendations or actions.

Administration & Operational Support

  • Manage the day-to-day administration associated with client accounts.
  • Maintain accurate and up-to-date client information across internal systems.
  • Complete regular checks, follow-ups, reporting and reconciliations where required.
  • Ensure outstanding client actions and queries are followed through to completion.
  • Maintain high standards of organisation, attention to detail and client documentation.
  • Work closely with internal teams to ensure client requirements are delivered accurately and on time.

Commercial & Cross-Functional Contribution

  • Develop a strong understanding of each client's business and how they use the platform.
  • Think beyond immediate client requests and understand the broader commercial impact of decisions.
  • Identify opportunities to improve client experience, engagement and processes.
  • Collaborate effectively with teams such as Finance, Operations, Technical, Product and Sales.
  • Challenge existing processes constructively and contribute ideas for improvement.
  • Balance client requirements with the broader commercial objectives of the business.

What We're Looking For

The successful candidate will be:

  • Data and tech savvy, with the ability to confidently work across data, systems and technology.
  • Strongly analytical, with the ability to interpret information, identify trends and spot potential issues.
  • An experienced client/customer success or account management professional with genuine responsibility for ongoing client relationships.
  • Confident engaging and communicating with senior-level stakeholders.
  • Commercially minded, with an understanding of how their work impacts the wider business.
  • Comfortable completing detailed and sometimes routine administrative tasks as part of managing their client portfolio.
  • Highly organised with excellent attention to detail.
  • A proactive problem solver who doesn't simply escalate an issue without first investigating it.
  • Curious and willing to ask questions and challenge thinking constructively.
  • Collaborative and comfortable working across multiple internal teams.
  • Adaptable and comfortable operating in a fast-moving, technology-led environment.

Ideal Background

Experience within one or more of the following environments would be advantageous:

  • FinTech
  • Payments
  • Financial services technology
  • Payroll technology
  • HR technology
  • Financial wellness / employee benefits
  • B2B SaaS
  • Technology platforms
  • Accounting or finance software
  • Candidates coming from broader B2B SaaS or technology environments will also be considered where they can demonstrate strong Client Success experience, analytical capability, commercial awareness and confidence working with data and technology.
Apply Now

At a glance

Company

Salt South Africa

Location

Western Cape, south-africa

Employment

Full Time

Experience

Valid until

Not specified

Created

October 13, 2026

More opportunities

Similar roles you might like

Client Services Manager - Sandton

Catch

Gauteng, south-africa

full-time

ROLE OVERVIEW As a Client Services Manager, you are the operational backbone of your client accounts. You will be the trusted point of contact for day-to-day queries, ensuring every shipment is compliant, every document is accurate, and every client feels looked after. You will work across compliance, operations, and client service simultaneously bringing calm, clarity, and precision to a fast-moving global environment. You will work in close partnership with a Client Success Manager, sharing responsibility for a portfolio of mid-market and enterprise technology clients. While your CSM counterpart focuses on commercial growth, your focus is on service excellence ensuring the operational and compliance foundations that underpin every client relationship are rock solid. The Client Services Manager and Client Success Manager work as a paired unit on shared accounts. One drives growth and commercial decisions; the other ensures flawless delivery and compliance. Both are client-facing the difference is focus, not seniority. KEY RESPONSIBILITIES Key responsibilities include: Compliance & Regulatory Oversight Ensure all client shipments meet import and export regulations across relevant jurisdictions. Stay across compliance requirements and flag risks before they become problems. Day-to-Day Client Contact Serve as the primary operational point of contact for your clients. Respond to queries with accuracy and speed, building trust through reliability and deep product knowledge. Documentation & Accuracy Own the accuracy of customs documentation, shipping records, and compliance paperwork across your accounts. The detail is your domain. Operational Issue Resolution Identify, escalate, and resolve service issues in close collaboration with Account Managers and the Compliance team. Keep clients informed and confident throughout. REQUIREMENTS: The ideal candidate will possess the following: Qualifications & Experience Excellent academic results (matric and university transcripts required). Professional degree preferred BCom, LLB, or equivalent. Minimum 2 - 3 years of experience in a compliance, operations, or client-facing role. Exposure to international trade, logistics, or customs is advantageous. Experience & Skills Strong communicator who builds trust through clarity and consistency. Highly organised with a methodical, process-driven approach. Personal Attributes Exceptional attention to detail you spot what others miss. Calm under pressure with the ability to manage competing priorities. Curious and independent thinker who takes ownership of problems.

3 months ago

Technical Sales Manager (energy Management Solutions)

Pillang Placements

Gauteng, south-africa

full-time

You will open doors, build relationships with estates and commercial stakeholders across Gauteng, and turn energy-management conversations into signed business. Your contacts to get into estates, will secure! A fast-growing energy-solutions division within an established South African group is looking for a commercially sharp Technical Sales & Client Success Manager to take its energy management offering to a wider market. A key summary of the role is outlined below. A more comprehensive job specification with full details is available after initial contact and a successful CV review. The solutions include intelligent energy management, solar and battery optimisation, real-time monitoring, cloud reporting, load control and demand-response capabilitieshelping customers reduce costs and gain more control over their energy use. Success in your first six months means new clients, stronger market reach, and a credible pipeline in the estate and broader C&I space. Duties / Key Responsibilities Drive new business development and marketing initiatives for energy-management solutions. Build and maintain relationships with estate managers, developers, facilities teams and decision-makers. Present, demonstrate and explain technical solutions in practical commercial terms. Develop proposals, quotations and follow-ups; work towards sales targets. Grow existing accounts through upgrades, monitoring, cloud services and additional solutions. Feed client and market insights back to product and technical teams. Requirements 3 - 7 years' experience in technical sales, B2B solution sales, energy, solar or related sectors. A proven record of launching or growing new products and converting opportunities into revenue. Established Gauteng estate, property, facilities or commercial-sector contacts would be a major advantage. Comfortable discussing Solar, PV, batteries, inverters, energy usage and cost-saving concepts. Education Relevant sales, business, technical or energy-related qualification advantageous. Soft Skills Confident, proactive and personable. Strong presenter and relationship builder. Able to simplify technical concepts without making them sound like a physics exam. Independent, commercially driven and solutions focused.

3 months ago

Client Portfolio Lead

Anthony Coe Consulting

Cape Town, Western Cape, south-africa

Not specified

Digital Consultancy · Full-time contract · Remote / Hybrid About us We are a digital consultancy working with clients across South Africa, the US, the UK, and Australia. Our work spans lead generation, brand awareness, campaign strategy, content, digital channels, events, and offline marketing, all in service of clear commercial goals. About the role We are looking for a Client Portfolio Lead to manage delivery across a portfolio of client accounts. You will sit between the client and our internal team, keeping projects on track through clear communication, practical coordination, and consistent follow-through. You will need to be comfortable in a fast-moving digital environment where briefs, channels, and priorities can shift quickly. This role suits someone who is organised, confident with clients, and comfortable owning outcomes without needing constant direction. Candidates must have access to their own reliable laptop or computer, as equipment is not provided. Key responsibilities Client communication Act as the main day-to-day contact for assigned clientsKeep clients updated on progress, timelines, and next stepsFollow up on approvals, feedback, and outstanding informationRun client meetings and capture actions clearlyRaise risks or delays early, with practical solutions readyInternal delivery Brief internal team members on deliverables.Own project timelines and hold the team to deadlinesTrack actions across multiple active projects simultaneouslySpot blockers early and help remove themMake sure responsibilities are clear across the team at all timesQuality and reporting Review digital outputs before they reach the client to ensure they fit with company quality standards. Check that work matches the brief, meets quality standards, and is ready to go livePrepare weekly or monthly progress reportsMaintain project trackers and meeting notesGive leadership a clear view of project status when neededWhat we are looking for We are looking for someone with experience in client service, account management, project coordination, marketing delivery, or digital project management. You do not need to be a channel specialist, but you do need to understand how marketing works, moves from brief to delivery. You will be well suited to this role if you can: Communicate clearly with both clients and internal teamsManage several deadlines at the same time without dropping detailFollow up consistently and proactively, not passivelySpot delivery risks before they become bigger problemsKeep meetings focused and ensure actions are capturedReview work carefully and give useful, clear feedbackStay composed when priorities shiftHave worked in a digital-first environment and understand how campaigns, content, and digital channels move from brief to liveIdeal background You may have worked in roles such as: Account managerProject managerClient success managerDelivery managerTraffic managerCampaign coordinatorMarketing operations coordinatorExperience in a digital agency, marketing consultancy, creative agency, media team, or campaign delivery environment would be a strong advantage. What success looks like Projects are moving, clients are informed, and the internal team knows exactly what needs to happen next. The right person will reduce chasing, improve follow-through, and give both the client and the team more confidence in the delivery process.

4 months ago