Work smarter. Grow faster. Go further.

Partner Success Consultant

About Us

Receipt Bank is a rapidly scaling FinTech business on a mission to disrupt the world of accounting and bookkeeping. Our products allow hundreds of thousands of SMEs and their accounting partners unlock the value of accounting data and automate bookkeeping processes through our award winning AI. Founded in 2010, our growth over the last 3 years has been +100%, we've opened offices globally, raised over $130m in Private Equity investment and won a number of awards along the way!

The primary purpose of the role is to ensure that partners and their clients are successfully on-boarded onto RB, and new products are seamlessly integrated, with as little churn as possible.

The role - what you’ll do:


  • Create content in accordance with global content plan
  • Make sure partners and clients are actively using and enjoying their experience with Receipt Bank
  • Experiment and innovate with techniques to ensure ongoing partner success.
  • Build and refine internal processes that can scale as the team grows
  • Report product issues to Product team to improve South African user experience


  • Assist Partners post upsell/conversion to implement Receipt Bank and the product they’ve purchased across their practice
  • Driive internal best practices with Partners
  • Prepare Partners for the next upsell cycle and decreasing time between sales


  • Determine the Partners that are at risk of churn and develop a process to target them based on their requirements
  • Proactively engage with partners that are at high risk of churn to ensure churn prevention
  • Build on existing reporting to enhance Receipt Bank’s ability to prevent churn of both partners and partners’ clients

About you - what we are looking for:

  • Tenacious, confident, enthusiastic
  • Strong listener and ability to present technical information in a simple manner
  • Conversational, personable, optimistic, inquisitive
  • Curious, helpful, thoughtful, creative
  • Technical, detail-oriented, comfortable handling data, organised
  • Can handle objections
  • Ability to challenge
  • Highly motivated, driven, ambitious

What we will give you - the perks:

Receipt Bank is defined by its people. We believe that in order to be your best self every day, you need to feel valued, motivated and supported. At Receipt Bank, you’ll get to collaborate with inspiring people who will support you on your own career journey. We also appreciate that financial and non-financial rewards and benefits are important too! So, you can expect from us:

  • Competitive salary
  • Holiday allowance
  • Employer-paid private medical aid
  • Access to L & D training platforms
  • Friday drinks
  • End-of-quarter social events
  • Offsite development trips

Work smarter. Grow faster. Go further. Join Receipt Bank.

Note: If you seeing this advert on Facebook then you must apply via the original advert as Facebook does not allow cv's to be submitted.

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