Client Success and Migration Specialist

Tyron Consultancy; Johannesburg; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A fast-paced FinTech company in Johannesburg seeks a Client Success and Migration Specialist. The role involves onboarding clients and supporting them on the platform, blending technical data work with client communication. Candidates should have a degree in finance or a related field, strong analytical skills, and excellent client management abilities. Competitive monthly salary ranges from R30,000 to R60,000, depending on qualifications.

Qualifications

• Must have strong academic performance.
• Client communication skills must be excellent.
• Organized and deadline-driven.

Responsibilities

• Own the client onboarding process.
• Implement and advise on platform technical aspects.
• Deliver user training and ongoing support to clients.

Skills

Strong foundation in finance

Confident communicator

Self-starter attitude

Attention to detail

Analytical mindset

Education

Completed degree in Finance, Accounting, Commerce, or Mathematics

Grade 12 or equivalent

Tools

Advanced Excel skills

VBA or other basic coding experience

Job description

Client Success and Migration Specialist – Johannesburg.

Join a fast-paced FinTech company where your finance skills meet cutting-edge SaaS. This is a high-impact opportunity for a recent graduate with a sharp mind who wants more than just a number-crunching role.

As a Client Success and Migration Specialist, you’ll take ownership of onboarding and supporting clients on the company’s platform. Your role will blend technical data work, client communication, and cross-functional collaboration. You’ll gain exposure to global clients, C-suite teams, and a wide variety of share plan structures.

Salary: R30 000 – R40 000 per month – R60 000 per month, for CA(SA).

What You’ll Need to Succeed:

• Strong foundation in finance with a passion for structured problem-solving
• Confident communicator who can manage client expectations and lead conversations
• Self-starter attitude with a commitment to excellence
• Ability to juggle multiple priorities and meet deadlines in a fast-paced setting
• Meticulous attention to detail and a drive for data accuracy and process improvement

Minimum Requirements:

• Grade 12, or equivalent.
• Completed degree in Finance, Accounting, Commerce, or Mathematics with strong academic performance.
• Advanced Excel skills and strong technical financial knowledge.
• Excellent client communication skills (written and verbal).
• Strong analytical and problem-solving mindset.
• Organised, deadline-driven, and able to work both independently and in teams.
• Comfortable leading meetings and managing client queries.

Highly advantageous:

• Qualified CA(SA) with recently completed articles or 1–2 years post-articles.
• Qualified CFA (Level 1, 2, or 3).
• Experience in VBA or other basic coding.

Key Responsibilities:

• Own the client onboarding process, ensuring seamless data migrations and platform setup.
• Implement and advise on technical aspects of the share plan platform.
• Manage award processes, broker communications, and trading events.
• Respond to IFRS 2 and equity plan queries with confidence and technical insight.
• Deliver user training and ongoing support to clients.
• Build strong relationships and become the go-to expert for your accounts.
• Collaborate with internal teams to improve platform features and client experience.