Relationship Manager (Customer Success)

The Vocation Station; Johannesburg; On-site; ZAR 520,000 - 900,000; Full time

Job summary

The Vocation Station in Johannesburg is seeking an experienced Relationship Manager to join our Client Success team. You will own a portfolio of employer clients, nurture partnerships and drive growth through data-driven insights.

You will build senior stakeholder relationships, manage onboarding and engagements, and collaborate with Operations, Product and Finance to deliver value and upsell opportunities in a fast-growing fintech environment.

Qualifications

• 3–5 years’ experience in Relationship Management, Account Management, Client Success or Portfolio Management within a B2B environment.
• Proven track record of retaining and growing a client portfolio.
• Experience achieving growth, upselling or cross-selling targets.

Responsibilities

• Own and manage a portfolio of employer clients as their primary relationship contact.
• Build strong relationships across HR, Payroll, Finance and executive stakeholders.
• Understand each client’s business, workforce profile, payroll cycle and priorities.
• Manage client onboarding, ongoing engagement and escalations.
• Develop and maintain a structured communication and engagement cadence across your portfolio.
• Conduct regular client meetings, site visits and business reviews.
• Analyse client performance, employee registration, utilisation and transaction data.
• Prepare and present monthly, quarterly, biannual and annual client reports.
• Turn data into meaningful insights and actionable recommendations.
• Identify and drive upselling, cross-selling and portfolio growth opportunities.
• Run activation and engagement campaigns to increase employee registration and utilisation.
• Manage renewals and contract discussions.
• Identify opportunities for client referrals and references.

Skills

Relationship management

Account management

Client success

Portfolio management

Analytical skills

Communication skills

Presentation skills

Organizational skills

CRM usage

Data interpretation

Education

Tertiary qualification

Tools

CRM system

Excel

PowerPoint

Job description

Relationship Manager (Customer Success) required in Johannesburg.

An exciting opportunity in Fintech.

Are you a relationship-driven professional who knows how to build strong client partnerships and grow a portfolio?

Our client is a fast-growing South African Fintech business that is changing the way employees access and manage their earnings. They are looking for an experienced Relationship Manager to join their Customer Success team in Johannesburg.

This is an opportunity to join an innovative, entrepreneurial business where relationships, commercial thinking and genuine client impact all matter.

The Opportunity

As Relationship Manager, you will take ownership of a portfolio of employer clients, acting as their trusted point of contact while ensuring their accounts remain healthy, engaged and growing.

Your success will be measured by client retention, employee adoption and portfolio growth.

You will build relationships across HR, Payroll, Finance and executive stakeholders, ensuring that you understand each client’s business and can anticipate their needs rather than simply reacting to them.

What you’ll be doing

• Own and manage a portfolio of employer clients as their primary relationship contact.
• Build strong relationships across HR, Payroll, Finance and executive stakeholders.
• Understand each client’s business, workforce profile, payroll cycle and priorities.
• Manage client onboarding, ongoing engagement and escalations.
• Develop and maintain a structured communication and engagement cadence across your portfolio.
• Conduct regular client meetings, site visits and business reviews.
• Analyse client performance, employee registration, utilisation and transaction data.
• Prepare and present monthly, quarterly, biannual and annual client reports.
• Turn data into meaningful insights and actionable recommendations.
• Identify and drive upselling, cross-selling and portfolio growth opportunities.
• Run activation and engagement campaigns to increase employee registration and utilisation.
• Manage renewals and contract discussions.
• Identify opportunities for client referrals and references.
• Maintain accurate CRM records, pipelines, opportunities and account information.
• Work closely with Operations, Product, Technology and Finance to resolve issues and deliver on client commitments.
• Feed client insights and product opportunities back into the business.

What we’re looking for:

You’ll ideally have:

• 3–5 years’ experience in Relationship Management, Account Management, Client Success or Portfolio Management within a B2B environment.
• A proven track record of retaining and growing a client portfolio.
• Experience achieving growth, upselling or cross-selling targets.
• The ability to build trusted relationships with senior stakeholders and decision-makers.
• Strong numerical and analytical skills, with the ability to interpret client data and identify trends.
• Excellent communication and presentation skills.
• Strong organisational skills and the ability to manage multiple client relationships effectively.
• Experience using CRM systems as part of your day-to-day account management.
• Advanced Excel and competent PowerPoint skills.
• A relevant tertiary qualification, or equivalent practical experience.
• A valid driver’s licence and your own reliable transport, as regular client site visits will be required.

Experience or knowledge in any of the following would be beneficial:

• Fintech or payments
• Payroll
• HR technology
• Financial services
• Employee benefits
• Earned Wage Access
• Financial wellness
• South African payroll processes and systems
• Managing large, distributed or predominantly non-desk‑based workforces
• Additional South African language proficiency

More than just experience:

We’re looking for someone who genuinely enjoys working with people and takes pride in building relationships that last.

You are someone who:

• Takes ownership and follows through on commitments.
• Is curious about your client’s business and understands their challenges.
• Can have difficult conversations while maintaining strong relationships.
• Thinks commercially and recognises opportunities for growth.
• Is comfortable working with data and turning information into action.
• Doesn’t wait for someone else to solve a problem.
• Thrives in a fast-moving environment where processes are continually evolving.

If you’re an experienced Relationship Manager who enjoys building meaningful client partnerships, understands the commercial side of account management and wants to be part of an exciting South African Fintech environment, we’d love to hear from you.