Customer Success Manager

About the role

Capcade is seeking a Customer Success Manager to own the end‑to‑end journey of its private‑market SaaS platform, guiding customers from onboarding through measurable adoption. You will work closely with product, engineering and the Go‑to‑Market team to translate client workflows into live configurations.

Key responsibilities

• Support onboarding, training and early adoption, monitor usage and health, and contribute to renewal preparation.
• Run discovery sessions, configure customer workflows (e.g., due diligence, investor onboarding, reporting cycles) and ensure smooth transition to regular use.
• Build onboarding playbooks, training content and success workflows, and create collateral such as demo scripts and enablement guides.
• Provide customer insights to product and engineering, align onboarding with sales and marketing, and support revenue operations with data hygiene and automations.
• Analyse usage trends with Mixpanel, Intercom, Apollo and internal analytics to surface insights and recommend improvements.

Required profile

• Honours or Master’s degree in Business, Finance, Economics, Engineering, Information Systems or related field.
• 5+ years experience in solution consulting, customer success, account management or revenue operations, preferably in B2B SaaS, FinTech or RegTech.
• Hands‑on mindset: able to run discovery sessions, configure workflows and stay close to product details.
• Strong analytical and problem‑solving skills, comfortable interpreting data and translating workflows into system setups.
• Excellent communication skills for client‑facing interactions.

Required skills

• Mixpanel
• Intercom
• Apollo
• Power BI
• Miro

What we offer

• Base salary benchmarked to Cape Town market.
• 25 days paid holiday and a hybrid working environment.
• Access to modern tools and a fast‑moving AI‑focused product landscape.
• Opportunities to upskill, reskill and future‑skill.
• Regular, honest feedback and a supportive, drama‑free culture.