Client Success and Migration Specialist (JB5517)

Client Success and Migration Specialist (JB5517) Location : Melrose Arch, Johannesburg, Gauteng Salary : R30 000 - R40 000 per month R60 000 per month, for CA(SA) Employment Type: Permanent Workplace: In-Office Ready to launch your career? Join a fast-paced FinTech company where your finance skills meet cutting-edge SaaS . This is a high-impact opportunity for a recent graduate with a sharp mind who wants more than just a number-crunching role. This company develops innovative web-based solutions that simplify complex share incentive plans for over 150 companies worldwide . Backed by a global group, the company combines robust financial tech with a small, agile team environment. As a Client Success and Migration Specialist , youll take ownership of onboarding and supporting clients on the companys platform. Your role will blend technical data work , client communication , and cross-functional collaboration. Youll gain exposure to global clients , C-suite teams , and a wide variety of share plan structures. What Youll Need to Succeed Strong foundation in finance with a passion for structured problem-solving Confident communicator who can manage client expectations and lead conversations Self-starter attitude with a commitment to excellence Ability to juggle multiple priorities and meet deadlines in a fast-paced setting Meticulous attention to detail and a drive for data accuracy and process improvement Minimum Requirements: Grade 12, or equivalent. Completed degree in Finance , Accounting , Commerce , or Mathematics with strong academic performance. Advanced Excel skills and strong technical financial knowledge . Excellent client communication skills (written and verbal). Strong analytical and problem-solving mindset. Organised , deadline-driven , and able to work both independently and in teams. Comfortable leading meetings and managing client queries. Highly advantageous: Qualified CA(SA) with recently completed articles or 12 years post-articles. Qualified CFA (Level 1, 2, or 3). Experience in VBA or other basic coding . Key Responsibilities: Own the client onboarding process , ensuring seamless data migrations and platform setup. Implement and advise on t echnical aspects of the share plan platform. Manage award processes , broker communications , and trading events . Respond to IFRS 2 and equity plan queries with confidence and technical insight. Deliver user training and ongoing support to clients. Build strong relationships and become the go-to expert for your accounts. Collaborate with internal teams to improve platform features and client experience. If you love working with data , building strong client relationships , and solving technical challenges , this could be the opportunity you have been looking for - Apply now! ClientManagement FinTechJobs SaaSCareers FinanceJobs AccountingCareers CAJobs FinanceProfessionals JohannesburgJobs HiringNowSA Please do not apply using Scanned CVs , no supporting documentation is required at this point , this will be requested later.

Location: Sandton, Gauteng, ZA

Posted Date: 7/31/2025