Client Success Partner (Hybrid) | Growth & Retention

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

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.