Customer Success Associate (SA)
HybridSomerset West, Western Cape, South Africa
Job Summary
Own a portfolio of manager relationships end to end, from first introduction through ongoing reporting, ensuring data arrives complete, on time, and accurate for institutional clients. Conduct daily diagnostic imaging coverage including exception reports to trace root causes of reporting breakdowns and drive resolutions with fund managers. Onboard new managers and funds from initial contact through their first reporting cycle, collaborating with internal analysts to meet service levels. Perform recurring analysis of coverage gaps across the fund universe to provide written recommendations for automation to Product. Partner with the wider Customer Success team on onboarding statistics, sales-trial coverage checks, and client deadlines while utilizing AI assistants and automations to streamline repetitive tasks.
Required Qualifications
- A strong academic record
- A bachelor's degree in any discipline
- A real interest in the alternative investments industry and investment data
- Strong written and verbal communication
- Confidence dealing with people at all levels
- Excellent organisational and time-management skills
- Comfortable juggling a high volume of relationships, calls, and deadlines
Desired Qualifications
- Any experience in investor relations, project management, fund operations, or a data-adjacent role
- CFA, CAIA, or a postgraduate qualification in finance
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