Customer Success Associate – RSA

Allocator

Customer Success Associate managing relationships with hedge funds and GPs to ensure timely, accurate data submissions for institutional clients. Using AI tools to streamline processes and improve customer support.

Posted 6/13/2026full-timeSomerset West • 🇿🇦 South AfricaJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Own a portfolio of manager relationships, from first introduction through ongoing reporting, building long-term partnerships and securing timely, complete data submissions
Serve as the first point of contact for the hedge funds and GPs submitting data, communicating directly with them and keeping the Customer Success team informed
Own data coverage and quality across your portfolio, measured against clear KPIs for timeliness, completeness, and accuracy, and tracked through exception reporting that you analyse and act on
Lead end-to-end onboarding of new managers and funds, from introductory call through to the inaugural reporting cycle, working closely with internal data analysts to meet and exceed onboarding SLAs
Manage escalations when reporting channels break down, diagnosing the root cause, leading the conversation with the manager, and driving the issue through to resolution
Keep manager contact and fund details accurate and current in our Admin Portal, treating it as an active CRM that supports automation
Run recurring analysis of coverage gaps and systemic issues across the fund universe, with clear written recommendations to Product on opportunities for automation and process improvement
Partner with the wider Customer Success team, contributing onboarding statistics for client calls, running coverage checks during sales trials, and communicating client deadlines into the data team
Use AI assistants and internal automations as core daily tools to chase data, validate submissions, draft outreach, query data, and accelerate Excel-heavy work
Document processes, methodologies, and outreach materials so the function scales as the business grows
As automation reduces the manual side of manager relations, take on a broader Customer Success remit, including client support, contributions to onboarding programmes, and direct client relationship management

Requirements

What you’ll need

Bachelor's degree required, ideally in business, economics, finance, or a related discipline
A genuine interest in investment management and private markets, and a real curiosity about investment data; you do not need to be an expert, but you should understand the basics of how markets and funds work
A heart for service, taking pride in being responsive, reliable, and genuinely helpful to the people you work with, internally and externally
Proactive and resourceful, spotting problems and resolving them without being prompted, and treating repetitive manual work as an opportunity to improve a process rather than a status quo to accept
Analytical and detail-oriented, where working out why a fund's data is late or incomplete is engaging rather than tedious
Confident holding external counterparts, including GPs, fund managers, and operations teams, accountable to their commitments, and doing so with professionalism and credibility
Strong organisational and time-management skills, able to juggle a high volume of relationships, calls, and deadlines without losing the detail
A clear and concise written and verbal communicator, equally comfortable on a client call, in detailed analytical work, and in cross-functional discussions with Product and Technology
Comfortable using AI assistants and modern data tools day to day, or genuinely excited to learn
A builder's mindset and the resilience to work in a fast-growing business with evolving processes

Benefits

Comp & perks

Professional development budget (e.g. CFA, CAIA)
Private medical cover
Pension plan contributions
Flexible working with regular team socials and events

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data analysisexception reportingonboardingprocess improvementdata validationKPI measurementCRM managementExcelautomation

Soft Skills

customer serviceproactive problem solvinganalytical thinkingdetail-orientedorganizational skillstime managementcommunicationprofessionalismresilience

Certifications

Bachelor's degree