Brad Coetzer

Customer Success Lead at Stablehouse
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Contact Information
us****@****om
(386) 825-5501
Location
Hamilton city, Bermuda, BM
Languages
  • Afrikaans Native or bilingual proficiency
  • English Native or bilingual proficiency

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Experience

    • Bermuda
    • Financial Services
    • 1 - 100 Employee
    • Customer Success Lead
      • Sep 2021 - Present

      Spearheading all aspects of Customer Success and Client Experience (CS/CX) for institutional and high-net-worth clients. Leading the development and execution of customer-centric strategies, support, and all user experiences. Championing compliance KYC & KYB efforts to ensure adherence to AML policies while making the onboarding experience as smooth as possible. Collaborating cross-functionally with sales and marketing to enhance overall client interactions. Spearheading all aspects of Customer Success and Client Experience (CS/CX) for institutional and high-net-worth clients. Leading the development and execution of customer-centric strategies, support, and all user experiences. Championing compliance KYC & KYB efforts to ensure adherence to AML policies while making the onboarding experience as smooth as possible. Collaborating cross-functionally with sales and marketing to enhance overall client interactions.

    • South Africa
    • Retail
    • 1 - 100 Employee
    • Specialist Buyer
      • May 2019 - Jul 2021

    • Wholesale Alcoholic Beverages
    • 1 - 100 Employee
    • Business Development Manager
      • 2017 - 2019

    • Regional Channel Manager
      • 2014 - 2017

    • South Africa
    • Beverage Manufacturing
    • 700 & Above Employee
    • Marketing Assistant
      • Apr 2010 - Nov 2014

Education

  • Stellenbosch University/Universiteit Stellenbosch
    Bachelor of Arts (B.A.) PPE, Political Science, Philosophy, Economics
    2010 - 2013
  • Stellenbosch University/Universiteit Stellenbosch
    Post Graduate Marketing - NQS 8, Business
    2013 - 2014
  • Red & Yellow Creative School of Business
    Professional Certificate in Digital Marketing, Digital Communication and Media/Multimedia
    2021 - 2021
  • Paul Roos Gimnasium/Gymnasium
    2004 - 2008

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