Customer Success Executive

About the position

Customer Success Executive
Be the trusted voice connecting clients to solutions in a high-impact legal finance space
Cape Town Hybrid (3 days in office) | R35 000 - R40 000 per month

About Our Client
Our client is a fast-growing FCA-regulated non-bank lender, recognised as the UK's top-ranked legal fee lender by Chambers & Partners. Since 2016, they've provided over £170 million in tailored funding solutions for probate, family law, and private client cases. With a client-centric mission to remove financial barriers during critical legal moments, they empower over 800 of the UK's leading law firms and their clients to access justice with dignity and ease.

The Role: Customer Success Executive
As a Customer Success Executive, you'll be at the forefront of customer engagement, handling inbound enquiries and ensuring prospective clients experience a smooth, professional journey. You'll work across teams to qualify leads, manage pipelines, and ensure clients understand and benefit from the company's unique legal finance solutions. This is a great opportunity for someone looking to grow within sales or client services in a high-impact, fast-paced environment.

Key Responsibilities

• Minimum 1-2 years of experience in a customer-facing, sales, or client service role
• Respond to inbound enquiries from law firms, partners, and clients
• Qualify leads and guide customers through application and onboarding
• Keep the CRM (e.g., Salesforce) updated with accurate notes and statuses
• Liaise with underwriting and internal teams to progress deals efficiently
• Ensure timely follow-ups to maintain momentum and close opportunities
• Communicate professionally with clients, including those who may be vulnerable
• Share feedback to help improve marketing, processes, and customer experience

About You

• 1-2+ years in customer success, sales support, or account management
• Experience in lending or financial services is highly advantageous
• Strong communication skills with excellent written and verbal English
• Comfortable engaging with legal professionals and end clients
• Organised and detail-oriented, with the ability to manage multiple leads
• Tech-savvy, with CRM experience (or a willingness to learn)
• Curious, proactive, and eager to grow in a legal-fintech environment
• Available to work Monday to Friday, 9 am - 6 pm

Desired Skills:

• Sales
• Customer Success
• Inbound Enquiries
• Qualify Leads
• CRM
• Salesforce
• Sales Support
• Account Management

Desired Work Experience:

• 2 to 5 years

Desired Qualification Level:

• Diploma