Client Success Manager – IFA Solutions

This is a fully remote position, open to applicants in Germany.

📋 Description

• Ownership of accounts: Full revenue accountability for your designated accounts (including upselling, cross-selling, and expansion).

• Maintain personal operational and executive-level relationships with every client.

• Facilitate quarterly reviews with client leadership and the Etops Executive Board.

• Identify and secure six-figure upsell/cross-sell opportunities (such as additional users, new modules, AI add-ons, white-label solutions, and API integrations).

• Collaborate with clients on their digital strategies to establish Etops as their strategic WealthTech platform for the upcoming 5–10 years.

• Promote platform adoption, feature usage, and implementation of best practices.

• Develop and implement joint success plans with measurable return on investment (including time savings, cost reductions, and improved client satisfaction scores).

• Organize regular on-site workshops and training sessions for power users.

• Serve as the main feedback channel from German IFA clients to Product, Engineering, and the Executive Board.

⛳️ Requirements

• 2–3 years of experience in client-facing roles within WealthTech, IFA, private banking, or asset management software.

• Proven success as a Key Account or Customer Success Manager for financial intermediaries or banks in Germany.

• Established strong personal relationships with decision-makers at Swiss wealth management firms.

• In-depth knowledge of German IFA workflows, regulatory requirements, and digitalization challenges.

• Native German speaker with fluent English proficiency.

• University degree; additional qualifications are a plus.

🏝️ Benefits

• A flexible and inclusive work culture that prioritizes your well-being and work-life balance.

• Opportunities for occasional remote work.

• Collaborate with a diverse and talented team committed to innovation and excellence.

• Make a meaningful impact in the finance and technology sectors by contributing to cutting-edge products.

• Access to professional development opportunities.