Customer Success Associate

Allocator

Customer Success Associate managing relationships and ensuring high-quality fund data for institutional clients. Supporting onboarding and automation processes in a fast-growing, AI-forward company.

Posted 7/13/2026full-timeSomerset West • 🇿🇦 South AfricaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong relationship management capabilities, focusing on onboarding, data quality, and client support within the alternative investments industry. Proficient in communication, organization, and time management to effectively handle multiple relationships and deadlines.

Highest-signal resume keywords

Relationship ManagementData Quality AssuranceClient SupportProject ManagementStrong Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Organizational SkillsTime ManagementVerbal CommunicationWritten Communication

Tools & Technologies

AI Assistants

Industry Keywords

Alternative InvestmentsInvestor RelationsFund OperationsData Analysis

About the role

Key responsibilities & impact

A portfolio of manager relationships end to end, from first introduction through ongoing reporting, building long-term partnerships and securing timely, complete data.
Data quality and coverage against clear targets for timeliness, completeness, and accuracy, using exception reports to find and fix root causes.
Onboarding of new managers and funds, from first call through their first reporting cycle, working with internal data analysts to hit our service levels.
Escalations when reporting breaks down, diagnosing the cause, owning the conversation with the manager, and driving it through to resolution.
A real part in automating the work, using AI assistants to strip manual steps out of your own workflows, spotting coverage gaps across the fund universe, and giving Product clear recommendations on what we should build next.
Partnership with the wider Customer Success team on onboarding statistics, sales-trial coverage checks, and client deadlines, along with the documentation that helps the function scale.
Over time, as automation takes on the manual work, this grows into client support and direct relationship management.

Requirements

What you’ll need

A strong academic record and a bachelor's degree in any discipline.
A real interest in the alternative investments industry and investment data.
Any experience in investor relations, project management, fund operations, or a data-adjacent role is a strong plus, including internships and vacation work.
Strong written and verbal communication, and confidence dealing with people at all levels.
Excellent organisational and time-management skills, comfortable juggling a high volume of relationships, calls, and deadlines.

Benefits

Comp & perks

Professional development budget (for example CFA or CAIA)
Private medical cover
Pension plan contributions
Flexible working, with regular team socials and events