ROLE OVERVIEW
The Client Success Manager is responsible for upselling new revenue opportunities into the company's existing client base. They will be responsible for forming trusting relationships with clients and having oversight of
all account activities, sorting out issues and pricing deals presented to the company in a way that will allow clients to win the deals for themselves.
On a practical level this role also involves:
• Making key strategic decisions with clients
• Making key pricing decisions on clients’ rollouts and big projects
• Responsible for resolving any issues arising from our service team (“go-to” person for the clients)
• Utilizing client relationships to upsell and grow revenue from client by: selling them new products, introducing them to new opportunities and awakening dormant accounts that have not shipped for a while
• Consolidating on the client base to ensure the company is getting maximum revenue from clients

Ultimately, this is a soft-sales role and requires someone with exceptional client management skills, great problem-solving skills, responsive and impressive to the clients. Moreover, they should have the courage to push the clients’ boundaries in terms of pricing, selling and introducing them to new products the company has.
The Client Success Manager will work directly with the Branch Manager responsible for signing clients. Additionally, they will have oversight of the Account Managers and Compliance teams who are
working on transactions that are related to their clients.


QUALIFICATIONS AND EXPERIENCE
• Excellent High School and University Results
• Professionals preferred – CAs, BCom LLB
• Excellent command of English language and mathematical proficiency
• Experience managing a small/medium sized team advantageous
• Creative and independent thinker with ability to foresee potential
problems and find innovative ways to solve them
• Ability to prioritize tasks and organize own work

SKILL SET AND DESIRED COMPETENCIES
• Apply judgement and learn quickly
• Think on your feet
• Has commercial flair and acumen
• Enjoys closing deals
• Energetic, personable, intelligent and business savvy
• Willingness to go the extra mile for client