Client Success Advisor - Mossel Bay

Placements24; Mossel Bay; Hybrid; ZAR 320,000 - 520,000; Full time

Job summary

Placements24 in Mossel Bay, Western Cape is seeking a Client Success Advisor to nurture client relationships and ensure optimal use of our financial services in a hybrid setup.

You will onboard new clients, conduct regular reviews, address inquiries, and identify opportunities to expand service adoption while collaborating with sales and support teams.

This role requires strong communication, a client-centric mindset, and the ability to manage multiple accounts to drive retention and growth.

Qualifications

• Experience in account management or client success is required.
• Excellent communication, negotiation, and interpersonal skills are essential.
• CRM software proficiency is required.
• Bachelor's degree in Business or Marketing preferred.
• Hybrid role requiring commuting to Mossel Bay office.

Responsibilities

• Build and maintain strong relationships with a portfolio of clients.
• Conduct regular check-ins and business reviews with clients.
• Onboard new clients for smooth transitions.
• Identify opportunities to expand service adoption.
• Address inquiries with timely solutions.
• Monitor client health and engagement metrics.
• Collaborate with sales and support for a unified client experience.
• Gather client feedback and share insights with internal teams.
• Educate clients on new features and best practices.
• Drive KPIs related to client satisfaction, retention, and growth.

Skills

Account management

Client success

Communication

Negotiation

Interpersonal skills

Time management

Education

Bachelor's degree in Business/Marketing

Tools

CRM software

Job description

About the Role

Our client, a reputable financial services provider, is seeking a driven Client Success Advisor to be based in their **Mossel Bay, Western Cape** office, with a hybrid work arrangement. This role is designed for an individual passionate about building strong client relationships and ensuring optimal utilization of our client's services. You will act as a trusted advisor, guiding clients through their journey and proactively addressing their needs. The ideal candidate possesses excellent communication skills, a keen understanding of client requirements, and a proactive approach to problem-solving. This is a key position within the client-facing team, contributing directly to client retention and overall satisfaction.

Key Responsibilities

• Build and maintain strong, long-lasting relationships with a portfolio of clients.
• Conduct regular check-ins and business reviews with clients to understand their needs and objectives.
• Onboard new clients, ensuring a smooth and successful transition to our client’s services.
• Proactively identify opportunities for clients to leverage additional services or features.
• Address client inquiries and concerns, providing timely and effective solutions.
• Monitor client health and engagement metrics, intervening when necessary to mitigate risks.
• Collaborate with sales and support teams to ensure a unified client experience.
• Gather client feedback and communicate insights to internal teams for service improvement.
• Educate clients on new product features, updates, and industry best practices.
• Achieve key performance indicators (KPIs) related to client satisfaction, retention, and growth.

Requirements

• Proven experience in account management, client success, or a similar client-facing role.
• Excellent communication, negotiation, and interpersonal skills.
• Strong understanding of the financial services industry is a plus.
• Ability to understand client needs and translate them into actionable solutions.
• Proficiency in CRM software and client management tools.
• A proactive and results-oriented approach to work.
• Ability to manage multiple client accounts simultaneously.
• Bachelor's degree in Business, Marketing, or a related field is preferred.
• Willingness to work a hybrid schedule, commuting to the **Mossel Bay, Western Cape** office as required.
• Demonstrated ability to work effectively both independently and as part of a team.

Benefits

Our client offers a competitive salary, performance-based bonuses, and a comprehensive benefits package including medical aid and retirement fund options. This hybrid role provides a balance between in-office collaboration and remote flexibility. Employees benefit from ongoing professional development, training programs, and opportunities for career advancement within the organization. Join a supportive team environment located in the scenic **Mossel Bay, Western Cape**, and contribute to the success of a growing company.