Client Success Coordinator

This is a fully remote position, open to applicants in South Africa.

📋 Description

• Act as the primary operational contact for a designated portfolio of around 75–100 clients.

• Ensure prompt and precise follow-up on client inquiries and requests.

• Cultivate a thorough understanding of client business objectives, service usage, and success metrics.

• Promote customer satisfaction, product utilization, and retention.

• Address client inquiries through the appropriate channels and document activities in customer service and CRM systems.

• Keep accurate client records and account details in Salesforce and other internal systems.

• Inform clients about Safeguard Global's services, capabilities, and best practices.

• Spot growth and expansion opportunities and work with the manager to pursue them.

• Document meeting notes, follow-up actions, and client insights.

• Track client health indicators, service usage, and stakeholder sentiment to identify potential retention risks.

• Raise risks and concerns with supporting documentation and recommendations.

• Carry out regular operational and administrative account tasks, such as data updates, record maintenance, and case coordination.

• Collaborate with Client Care, Operations, and other internal teams to ensure smooth service delivery and issue resolution.

• Contribute to portfolio growth objectives through proactive client engagement and opportunity identification.

⛳️ Requirements

• Exceptional written, verbal, and virtual communication abilities.

• Strong organizational skills with a keen eye for detail.

• Capability to effectively manage priorities across a client portfolio.

• Customer-focused mindset with a passion for fostering client success.

• Proficient relationship-building skills and confidence in interacting with operational-level client stakeholders.

• Analytical mindset with the ability to review reports, spot inconsistencies, and extract insights.

• Solid problem-solving and cross-team collaboration capabilities.

• Consistent and precise CRM and documentation practices.

• Interest in account management, customer success, and global workforce solutions.

• Ability to perform effectively in a collaborative, team-oriented environment.

• Demonstrated potential and ambition to advance into higher-level Client Success roles.

• Familiarity with Salesforce, Service Cloud, or other CRM platforms is preferred.

• Previous experience in customer support, customer success, operations, HR administration, payroll administration, or a related field is preferred.

• Experience working with global or multinational clients is preferred.

• Bachelor’s degree or equivalent professional experience is preferred.

• Recent graduates with strong communication and organizational skills are encouraged to apply.

🏝️ Benefits

• Remote-first work environment, allowing flexibility for school runs and gym breaks.

• Paid bonding leave.

• Two charitable days off.

• Reward & Recognition Program.

• Annual bonus scheme or sales incentive plan.

• Flexible coworking space options based on location.

• International work environment with collaboration across the globe.

• Access to two learning platforms for ongoing professional development.

• Equal employment opportunities.