Client Success Consultant - Confirmation

Caseware Africa; Gauteng; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An established industry player seeks a Client Success Consultant to enhance client relationships and ensure satisfaction. In this dynamic role, you will manage key accounts, particularly within the banking and audit sectors, driving internal process improvements and collaborating with sales and marketing teams. Your expertise in client engagement and consulting will be crucial in delivering tailored services that meet client needs. If you're passionate about fostering success and building strong partnerships, this opportunity is perfect for you.

Qualifications

• 3+ years in Client Success, Support, or Consulting roles.
• Experience with banking and audit firm sectors.

Responsibilities

• Manage client engagements and optimize processes.
• Oversee training, consulting initiatives, and client success.

Skills

Client Success Management

Proactive Engagement

CRM Systems

Power BI

Communication Skills

Problem-Solving

Critical Thinking

Education

3-Year Tertiary Qualification

Tools

CRM Systems

Power BI

Job description

Client Success Consultant - Confirmation

Join to apply for the Client Success Consultant - Confirmation role at Caseware Africa.

Role Overview

In this role, you will manage client engagements, oversee training and consulting initiatives, and collaborate closely with the support team to deliver high-quality, tailored services that meet client needs.

Your focus will be on optimizing processes, fostering strong relationships with clients, and ensuring long-term success and renewals, with an emphasis on both banking and audit firm sectors.

Key Responsibilities

• Ownership of the success of the audit market and identifying key metrics for customer success.
• Manage issues and potential risks encountered by audit firms and execute proactive client engagements.
• Oversee the success of major accounts, especially the Big 4, and manage relationships with banking clients.
• Support bank onboarding, provide training, and oversee setup and demos.
• Drive internal process improvements supporting client success and manage escalations.
• Provide technical and software updates to clients, ensuring proactive management of the client base.
• Collaborate with sales and marketing teams on initiatives, client demos, and feedback.
• Participate in pre-sales discussions, project planning, and quotations.

Candidate Profile

Minimum Requirements:

• At least 3 years' experience in Client Success, Support, or Consulting roles.
• Domain experience from the customer perspective, especially in Confirmation.
• Completed a 3-year tertiary qualification.
• Proficient in CRM systems and Power BI dashboards.

Essential Skills:

• Proactive client engagement and success management experience.
• Strong team collaboration, training, and upskilling abilities.
• Confirmation experience and exposure.
• Excellent communication, problem-solving, and critical thinking skills.
• Innovative, organized, detail-oriented, and customer-focused.

Additional Details

• Seniority Level: Mid-Senior level
• Employment Type: Full-time
• Job Functions: Consulting, IT, Sales
• Industries: IT Services and Consulting