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Client Relations Specialist

Job in Midrand, Gauteng, South Africa
Listing for: Astute - The Financial Services Exchange
Full Time position
Listed on 2026-01-23
Job specializations:
  • Business
    Client Relationship Manager, Customer Success Mgr./ CSM
  • Customer Service/HelpDesk
    Client Relationship Manager, Customer Success Mgr./ CSM
Job Description & How to Apply Below

The opportunity

Are you passionate about people, technology, and creating long-lasting client partnerships? This role puts you at the centre of innovation and customer success.

As our Customer Relationship Manager
, you’ll be the trusted partner to our clients in a dynamic software development and data exchange environment. You’ll own the client journey end-to-end, building strong relationships, coordinating seamless service delivery, and ensuring clients unlock maximum value from our platforms and services.

What you’ll get to do Customer Relationship Management
  • Serve as the primary relationship owner for Key Account Clients.
  • Build trusted, long-term partnerships with client stakeholders at operational and executive levels.
  • Understand client business models, processes, objectives, and data requirements.
  • Act as the client advocate internally, ensuring client needs are clearly communicated and prioritised.
  • Contribute to the development, implementation and management of effective and efficient business process optimisation strategies that ensure that all stakeholders are serviced efficiently and effectively.
  • Support the Strategic Business Enablement (SBEMs) team by identifying sales opportunities within the existing client base and facilitate sales engagement opportunities for the SBEMs.
  • Develop tactical plans for the execution of strategic objectives within Key Clients.
  • Articulate and enhance value propositions through monitoring of client usage of services to drive and increase transaction volumes.
Service Delivery & Account Oversight
  • Coordinate onboarding of new clients handed over from the Strategic Business Development Managers, including solution walkthroughs and documentation.
  • Monitor service performance against SLAs and contractual commitments.
  • Proactively identify risks, issues, or service gaps and drive resolution with internal teams.
  • Ensure smooth coordination between clients and technical, product, and support teams.
Client Communication & Engagement
  • Lead regular client check-ins, service reviews, and performance reporting.
  • Communicate product updates, enhancements, and roadmap changes clearly and professionally.
  • Manage escalations and ensure timely, transparent resolution of client concerns.
Value Realisation & Retention
  • Ensure clients are using products effectively and achieving intended outcomes.
  • Identify opportunities to improve client utilisation, efficiency, and satisfaction.
  • Support renewal discussions and contribute to client retention strategies.
Internal Collaboration & Continuous Improvement
  • Work closely with product owners, to relay client feedback and requirements of enhancement request or new product opportunities.
  • Contribute to improvements in customer experience, onboarding processes, and service models.
  • Participate in continuous improvement initiatives related to client engagement and service delivery.
What a suitably qualified candidate needs to have
  • Relevant tertiary qualification in Business, Information Systems, IT, or a related field such as Insurance.
  • Experience working with software platforms, APIs, or data exchange environments
  • Understanding of software development life cycles and service delivery models
  • Familiarity with SaaS, subscription-based services, or enterprise platforms (advantageous)
  • Ability to engage confidently with stakeholders across business and technical teams and client IT stakeholders
  • Insurance Market/Industry Knowledge
  • 5 years’ experience in customer relationship management, account management, or client services within a software, technology, or data-driven organisation
  • Experience working with enterprise or regulated clients in the Insurance Industry is advantageous.

Should you meet the criteria, apply now and help us turn great client relationships into lasting partnerships.

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