Are you passionate about building strong client relationships while driving business growth? An established financial services provider is looking for a Customer Success Consultant to manage and grow an existing client portfolio, ensuring long-term retention, satisfaction, and revenue expansion.
This role is ideal for someone who enjoys being client-facing, proactive, and commercially driven, with exposure to banking or payments environments.
Key responsibilities:
- Manage and grow a portfolio of existing clients through strong relationship management
- Identify cross-sell and organic growth opportunities within current accounts
- Onboard new clients and provide ongoing training and support
- Conduct regular client meetings and on-site visits to strengthen partnerships
- Monitor customer satisfaction and proactively manage retention risks
- Maintain accurate client and activity records within the CRM system
- Provide administrative and sales support to ensure smooth client operations
- Collaborate with internal teams to resolve client queries efficiently
- Support marketing initiatives and attend client or industry events
- Travel as required to engage with clients and support business objectives
Skills and Requirements:
- Matric or equivalent qualification (essential)
- Formal qualification in sales or marketing (advantageous)
- Proficiency in MS Office and CRM systems
- Minimum 3 years’ experience in customer success, sales, or client relationship roles
- Background in financial services, banking, or payment solutions is essential
- Proven track record of managing and growing existing client accounts
- Strong client engagement and relationship-building abilities
- Commercial mindset with a focus on results and revenue growth
- Excellent communication and interpersonal skills
- Highly organised with strong administrative and attention-to-detail skills
- Comfortable working in a fast-paced, evolving environment
- Proactive, solution-oriented, and customer-focused
Apply now!
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