Customer Success Executive
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Job Location:
Cape Town - South Africa
Monthly Salary:
Not Disclosed
Posted on:
17 hours ago
Vacancies:
1 Vacancy
Job Summary
Customer Success Executive
Be the trusted voice connecting clients to solutions in a high-impact legal finance space
Cape Town Hybrid (3 days in office) R35 000 - R40 000 per month
About Our Client
Our client is a fast-growing FCA-regulated non-bank lender recognised as the UKs top-ranked legal fee lender by Chambers & Partners. Since 2016 theyve provided over 170 million in tailored funding solutions for probate family law and private client cases. With a client-centric mission to remove financial barriers during critical legal moments they empower over 800 of the UKs leading law firms and their clients to access justice with dignity and ease.
The Role: Customer Success Executive
As a Customer Success Executive youll be at the forefront of customer engagement handling inbound enquiries and ensuring prospective clients experience a smooth professional journey. Youll work across teams to qualify leads manage pipelines and ensure clients understand and benefit from the companys unique legal finance solutions. This is a great opportunity for someone looking to grow within sales or client services in a high-impact fast-paced environment.
Key Responsibilities
- Minimum 1-2 years of experience in a customer-facing sales or client service role
- Respond to inbound enquiries from law firms partners and clients
- Qualify leads and guide customers through application and onboarding
- Keep the CRM (e.g. Salesforce) updated with accurate notes and statuses
- Liaise with underwriting and internal teams to progress deals efficiently
- Ensure timely follow-ups to maintain momentum and close opportunities
- Communicate professionally with clients including those who may be vulnerable
- Share feedback to help improve marketing processes and customer experience
About You
- 1-2 years in customer success sales support or account management
- Experience in lending or financial services is highly advantageous
- Strong communication skills with excellent written and verbal English
- Comfortable engaging with legal professionals and end clients
- Organised and detail-oriented with the ability to manage multiple leads
- Tech-savvy with CRM experience (or a willingness to learn)
- Curious proactive and eager to grow in a legal-fintech environment
- Available to work Monday to Friday 9 am - 6 pm
Key Skills
- Bidding
- Business Solutions
- ABAP
- Business Operations
- Business Sales
- Corporate Marketing
