Customer Success Consultant

Network Finance; Gauteng; Hybrid; ZAR 320,000 - 520,000; Full time

Job summary

Network Finance is seeking a Customer Success Consultant to grow an existing client base, ensuring customers maximise value from solutions. Role combines account management, customer success, and sales growth with regular client visits and ongoing support.

You will identify opportunities, deliver onboarding and training, and enhance retention through proactive engagement in a hybrid work model.

Qualifications

• Matric or equivalent is essential.
• Minimum 3 years' experience in sales and customer relationship management.
• Banking, payments or financial services experience is essential.

Responsibilities

• Achieve sales targets through cross-selling and organic growth within an existing client portfolio.
• Build, maintain and strengthen long-term client relationships.
• Conduct regular client visits to ensure satisfaction and engagement.
• Provide onboarding, training and ongoing support to new and existing clients.
• Identify customer needs and recommend appropriate solutions and services.
• Monitor customer satisfaction and manage retention risks proactively.
• Maintain accurate customer records and CRM data.
• Provide administrative and sales support to ensure efficient operations.
• Support marketing initiatives and attend client/events.
• Travel regularly to engage with customers and support business objectives.

Skills

CRM systems

Relationship management

MS Office

Sales reporting

Onboarding & account management

Education

Matric or equivalent

Sales/Marketing/Business qualification advantageous

Tools

CRM software

MS Office Suite

Job description

Join a dynamic and customer-focused organisation where relationships, service excellence, and business growth are at the heart of everything we do. As a Customer Success Consultant, you will be responsible for growing and nurturing an existing client base while ensuring customers achieve maximum value from the solutions provided. This role combines account management, customer success, sales growth, and client support, making it ideal for someone who enjoys building relationships, identifying opportunities, and delivering exceptional client experiences. You will work closely with customers to understand their needs, provide ongoing support and training, and proactively identify opportunities to increase value and retention. With a hybrid work model, this position offers flexibility while still providing opportunities to engage directly with clients through regular visits and relationship-building activities.

Key Responsibilities

• Achieve sales targets through cross-selling and organic growth within an existing client portfolio
• Build, maintain, and strengthen long-term client relationships
• Conduct regular client visits to ensure customer satisfaction and engagement
• Provide onboarding, training, and ongoing support to new and existing clients
• Identify customer needs and recommend appropriate solutions and services
• Monitor customer satisfaction and proactively manage retention risks
• Maintain accurate customer records and CRM data
• Provide administrative and sales support to ensure efficient operations
• Support marketing initiatives and attend relevant client and industry events
• Travel regularly to engage with customers and support business objectives

Job Experience and Skills Required

• Education:
  • Matric or equivalent NQF qualification essential
  • Formal Sales, Marketing, Business, or related qualification advantageous
• Experience:
  • Minimum 3 years' experience in sales and customer relationship management
  • Experience managing and growing customer portfolios
  • Proven track record of achieving sales targets through account growth and customer retention
  • Previous experience within the banking, payments, or financial services environment is essential
• Technical Skills:
  • CRM systems and customer relationship management
  • Microsoft Office Suite
  • Sales reporting and administration
  • Customer onboarding and account management
• Additional Requirements:
  • Strong interpersonal and communication skills
  • Results-driven with a strong focus on customer success
  • Excellent attention to detail and organisational abilities
  • Ability to work independently in a remote or hybrid environment
  • Adaptable and comfortable working in a fast-paced environment
  • Reliable own vehicle and valid driver's licence essential
  • Dedicated home office workspace with stable internet connectivity
  • Clear criminal and ITC record and not under debt review