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Whitney M. — Mid-Level Client Success Manager from South Africa

Whitney M.

Mid-Level Client Success Manager

South Africa 3-6 years
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About

Whitney M. is an experienced Executive Assistant and client success professional with a demonstrated history in the financial services, field service operations, and investment administration sectors. At Sanlam, she delivered financial advisory services, supported compliance processes, and maintained detailed client records. During her tenure with Quantanite and Spencer Technologies, Whitney coordinated technician schedules, managed project logistics, and facilitated client communications for field service projects, leveraging CRM systems (HubSpot) and workflow platforms like Monday.com. In her current remote role with Huzzle and Horizon Trust, she oversees client onboarding and ongoing support for US-based investment custodial services, utilizing Notion for documentation and operational workflows. Whitney's strong background in data management, project tracking, and administrative accounting is complemented by proficiency in Microsoft Office 365 and Canva for graphic design.

Experience

  • Project Coordinator

    Quantanite | Spencer Technologies · 2024 — 2025
    Oversaw technician schedules and project scopes for field service operations. Engaged with clients to provide updates, manage timelines, and coordinate services. Maintained project records and client interactions using CRM systems and assisted finance teams with invoicing and administrative accounting tasks. Supported HR functions, including onboarding and internal training pertaining to company systems.

  • Client Success Manager

    Huzzle | Horizon Trust · 2025 — Present
    Facilitated onboarding processes for new clients within a US-based self-directed investment custodian environment. Offered ongoing support and advice on available investment options. Organized documentation and operational workflows via Notion. Managed client communications, service tickets, and account updates utilizing HubSpot CRM while coordinating administrative tasks related to investment transactions and account management.

  • Financial Advisor

    Sanlam · 2021 — 2024
    Delivered financial advisory services and insurance solutions tailored to client needs. Assisted in developing financial protection strategies that aligned with clients' long-term objectives. Ensured adherence to POPIA regulations and internal financial policies while managing client records and supporting reporting through internal sales systems.

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