Customer Success Consultant

D6; Pretoria; On-site; ZAR 300 000 - 500 000; Full time

Job summary

An educational technology company in Pretoria seeks a Customer Success Consultant to partner with schools, ensuring they maximize the value of the debt and fee management solution. Candidates should have strong customer relationship skills, a background in finance, and experience in customer-facing roles within SaaS or education. This role has a direct impact on schools achieving financial sustainability and delivering quality education.

Qualifications

• 3–5 years’ experience in a customer-facing role within SaaS, EdTech, or financial administration.

Responsibilities

• Build and maintain strong relationships with school stakeholders.
• Lead onboarding, training, and reviews for product maximum value.
• Support schools in optimising fee management processes.
• Identify risks and opportunities to improve adoption.
• Collaborate across teams to ensure seamless customer journeys.
• Champion customer success stories.

Skills

Customer relationship management

Consultative engagement

Financial process explanation

Training facilitation

CRM systems (Zoho)

Knowledge of the education sector

Education

National Senior Certificate

Relevant tertiary qualification in Education, Business, Finance, or CRM

Job description

Role Description

As a Customer Success Consultant, you’ll partner closely with school leadership teams to ensure they unlock the full value of Fease, our debt and fee management solution. You’ll be the trusted advisor guiding schools through onboarding, training, and ongoing support - helping them set up effective workflows, increase adoption, and confidently use financial insights to make informed decisions.

Your success will mean schools run more smoothly, achieve better financial sustainability, and continue delivering quality education.

Responsibilities

• Build and maintain strong relationships with school stakeholders.
• Lead onboarding, training, and reviews to ensure schools get maximum value from the product.
• Support schools in optimising fee management processes and interpreting financial dashboards.
• Proactively identify risks and opportunities to improve adoption, retention, and expansion.
• Collaborate across teams (Sales, Product, Support) to ensure seamless customer journeys.
• Champion customer success stories and position d6 as a trusted partner in education.

Role Requirements

We’re looking for someone who brings both people and finance skills to the table. You’ll be successful in this role if you have:

Education & Experience

• National Senior Certificate (essential).
• Relevant tertiary qualification in Education, Business, Finance, or Customer Relationship Management (advantageous).
• 3–5 years’ experience in a customer-facing role within SaaS, EdTech, education, account management, or financial administration.

Skills & Knowledge

• Strong customer relationship management and consultative engagement skills.
• Ability to explain basic financial processes such as invoicing, reconciliations, collections, and reporting to non-financial stakeholders.
• Experience facilitating workshops, training, or reviews with clients.
• Familiarity with CRM systems (Zoho is a plus).
• Knowledge of the South African education sector and the challenges schools face.

Personal Attributes

• Passionate about education and technology as enablers of school success.
• Comfortable engaging in conversations around school finances.
• Driven, collaborative, and committed to excellence.