Customer Success Manager

• Execute the daily hands-on migration of existing workflows from Zapier to Make
• Translate scoping specifications and technical requirements into fully configured Pipedrive environments, including pipelines, fields, permissions, and native integrations
• Build, test, and maintain complex, multi-step automation scenarios and webhooks using Make and Zapier
• Set up, configure, and test third-party ecosystem tools and client add-ons, including WATI, PandaDoc, form automation tools, and webhooks
• Conduct pre- and post-go-live quality assurance testing on CRM setups
• Debug broken integration flows, API webhooks, workflow failures, and data synchronisation errors independently
• Serve as the primary contact for incoming client support tickets, delegate tickets to internal team members, and provide process oversight
• Execute scheduled 7-day, 14-day, and 21-day post-go-live check-ins with clients
• Maintain critical automation deliverables and implementation continuity during team leave periods

CRM Implementation – Automation Specialist

• Own active case management across property transactions, refinances, and portfolio administrative updates
• Chase conveyancers, solicitors, lenders, and brokers to move deals between milestones
• Identify stalling cases early and flag delays to internal leadership
• Liaise with UK solicitors, brokers, and external partners to request, verify, and gather documentation
• Maintain correct naming and storage of property documentation and photos
• Track upcoming financial milestones on existing portfolio properties
• Set up utility accounts, local authority council tax, and building insurance after completion
• Coordinate active communication channels for managed properties
• Track property development projects and provide proactive operational updates to company directors
• Maintain current records across CRM, shared drives, and project trackers
• Deliver weekly case update reports to company leadership
• Report directly to senior operational management and work alongside team leaders

Customer Success Coordinator

• Lead and manage a large team of Case Managers / Client Success Coordinators
• Set clear performance expectations and ensure team members consistently meet service standards
• Monitor and manage team KPIs, productivity, quality, and performance metrics
• Conduct regular coaching, performance discussions, and development sessions
• Provide ongoing guidance, support, and accountability to team members
• Identify performance gaps and implement appropriate improvement plans
• Manage complex and sensitive client, family, and therapist escalations
• Handle difficult conversations professionally, calmly, and empathetically
• Ensure client concerns are resolved efficiently and appropriately
• Maintain a high standard of client service and overall customer experience
• Monitor case management and client success processes to ensure consistency and efficiency
• Collaborate with other operational teams to resolve issues and improve service delivery
• Identify process gaps and opportunities for continuous improvement
• Ensure accurate communication and follow-through across the team
• Provide management with regular updates on team performance, challenges, trends, and opportunities
• Take ownership of operational issues and ensure appropriate resolution
• Support a positive, accountable, and high-performing team culture

Customer Success Manager jobs in South Africa

CRM Implementation – Automation Specialist

Customer Success Coordinator

Team Lead – Case Management, Client Success