Client Success Manager – IFA Solutions Germany

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{
  "id": "2595303",
  "name": "Client Success Manager – IFA Solutions Germany",
  "office": "Remote Germany",
  "keywords": [],
  "schedule": "full-time",
  "createdAt": "2026-04-09T08:13:54+00:00",
  "seniority": "experienced",
  "department": "Customer Success WM",
  "occupation": "account_management_commissioned",
  "subcompany": "niiio wealth management GmbH Niederlassung München",
  "employmentType": "permanent",
  "jobDescriptions": [
    {
      "name": "Your mission",
      "value": "<span style=\"font-size:14px;font-family:Verdana, Geneva, sans-serif;\">We in Etops are a very intensely cooperating team where every single person takes a complex responsibility for a client and/or projects from A-Z. Everyone in our team is key to our success - individually and as a team. Everyone matters.</span><br><br><span style=\"font-family:Verdana, Geneva, sans-serif;font-size:14px;\"><span style=\"font-size:14px;font-family:Verdana, Geneva, sans-serif;\">As the Client Success Manager you are the single most important relationship owner for Etops’ IFA clients in Germany. Your mission is to protect and grow ARR from a named portfolio of flagship accounts.  This is a high-visibility, high-impact role that sits at the intersection of customer advocacy, commercial growth and product influence.</span></span>"
    },
    {
      "name": "Your role and responsibility",
      "value": "<p style=\"line-height:115%;\"><span style=\"font-size:14px;line-height:115%;font-family:Verdana, Geneva, sans-serif;\">In this position you will be responsible for:</span></p><span style=\"font-family:Verdana, Geneva, sans-serif;font-size:14px;\"><strong>Account Ownership</strong></span><ul style=\"list-style-type:disc;\"><li style=\"font-family:Verdana, Geneva, sans-serif;font-size:14px;\">Full revenue responsibility for your named accounts (upsell, cross-sell, expansion).</li><li style=\"font-family:Verdana, Geneva, sans-serif;font-size:14px;\">Personally own operational and C-level relationships at every client.</li><li style=\"font-family:Verdana, Geneva, sans-serif;font-size:14px;\">Conduct quarterly Reviews with client leadership and Etops Executive Board members.</li></ul><span style=\"font-family:Verdana, Geneva, sans-serif;font-size:14px;\"><strong>Growth & Expansion</strong></span><ul style=\"list-style-type:disc;\"><li style=\"font-family:Verdana, Geneva, sans-serif;font-size:14px;\">Identify and close six-figure upsell/cross-sell opportunities (additional users, new modules, AI add-ons, white-label solutions, API integrations).</li><li style=\"font-family:Verdana, Geneva, sans-serif;font-size:14px;\">Partner with clients on their digital roadmaps to position Etops as their strategic WealthTech platform for the next 5–10 years.</li></ul><span style=\"font-family:Verdana, Geneva, sans-serif;font-size:14px;\"><strong>Adoption & Value Realisation</strong></span><ul style=\"list-style-type:disc;\"><li style=\"font-family:Verdana, Geneva, sans-serif;font-size:14px;\">Drive platform adoption, feature usage and best-practice implementation.</li><li style=\"font-family:Verdana, Geneva, sans-serif;font-size:14px;\">Build and execute joint success plans with measurable ROI (time savings, cost reduction, higher client satisfaction scores).</li><li style=\"font-family:Verdana, Geneva, sans-serif;font-size:14px;\">Organise regular on-site power-user workshops and training sessions.</li></ul><span style=\"font-family:Verdana, Geneva, sans-serif;font-size:14px;\"><strong>Voice of the Customer</strong></span><ul style=\"list-style-type:disc;\"><li style=\"font-family:Verdana, Geneva, sans-serif;font-size:14px;\">Act as the primary feedback channel from the German IFA clients into Product, Engineering and the Executive Board.</li><li style=\"font-family:Verdana, Geneva, sans-serif;font-size:14px;\">Influence the product roadmap with real client needs.</li></ul>"
    },
    {
      "name": "Your experience and profile",
      "value": "<span style=\"font-family:Verdana, Geneva, sans-serif;font-size:14px;\">We are looking for:<br></span><ul><li style=\"font-family:Verdana, Geneva, sans-serif;font-size:14px;\">2–3 years of client-facing experience in WealthTech, IFA, private banking or asset-management software.</li><li style=\"font-family:Verdana, Geneva, sans-serif;font-size:14px;\">Proven track record as a Key Account / Customer Success Manager for financial intermediaries or banks in Germany.</li><li style=\"font-family:Verdana, Geneva, sans-serif;font-size:14px;\">Existing strong personal relationships with decision-makers at the Swiss wealth managers.</li><li style=\"font-family:Verdana, Geneva, sans-serif;font-size:14px;\">Deep understanding of German IFA workflows, regulatory requirements and digitalization pain points.</li><li style=\"font-family:Verdana, Geneva, sans-serif;font-size:14px;\">Native German + fluent English.</li><li style=\"font-family:Verdana, Geneva, sans-serif;font-size:14px;\">University degree; additional qualifications are advantageous.</li></ul><span style=\"font-family:Verdana, Geneva, sans-serif;font-size:14px;\"><strong>Personality & Style</strong><br></span><ul><li style=\"font-family:Verdana, Geneva, sans-serif;font-size:14px;\">Trusted advisor who is welcome in any boardroom in Germany</li><li style=\"font-family:Verdana, Geneva, sans-serif;font-size:14px;\">Commercial DNA – thinks in ARR and expansion, not just “happy clients”</li><li style=\"font-family:Verdana, Geneva, sans-serif;font-size:14px;\">Structured, data-driven and intolerant of sloppy CRM data</li><li style=\"font-family:Verdana, Geneva, sans-serif;font-size:14px;\">Calm under pressure, outstanding at de-escalating and solving complex client situations</li><li style=\"font-family:Verdana, Geneva, sans-serif;font-size:14px;\">Team player who represents the client inside Etops while representing Etops at the client</li></ul><span style=\"font-family:Verdana, Geneva, sans-serif;font-size:14px;\">This is a strategic role in the company: you will regularly present to the Group Executive Board, travel with the CEO/CRO to client meetings and have a material influence on the future of the Etops platform.</span>"
    },
    {
      "name": "Why us?",
      "value": "<ul><li><span style=\"border:0px solid;margin:0px;font-size:14px;line-height:16.1px;font-family:Verdana, Geneva, sans-serif;\">Be part of a purpose-driven company with a mission to empower individuals and businesses. </span></li><li><span style=\"border:0px solid;margin:0px;font-size:14px;line-height:16.1px;font-family:Verdana, Geneva, sans-serif;\">Collaborate with a diverse, talented team dedicated to innovation and excellence. </span></li><li><span style=\"border:0px solid;margin:0px;font-size:14px;line-height:16.1px;font-family:Verdana, Geneva, sans-serif;\">Get inspired by our international cooperation with teams in Switzerland, Germany, Luxembourg, Slovakia, Georgia and Ukraine.</span></li><li><span style=\"border:0px solid;margin:0px;font-size:14px;line-height:16.1px;font-family:Verdana, Geneva, sans-serif;\">Develop your skills and advance your career in a supportive and inspiring environment.</span></li><li><span style=\"border:0px solid;margin:0px;font-size:14px;line-height:16.1px;font-family:Verdana, Geneva, sans-serif;\">Contribute to cutting-edge product and make a meaningful impact in the world of finance and technology. </span></li><li><span style=\"border:0px solid;margin:0px;font-size:14px;line-height:16.1px;font-family:Verdana, Geneva, sans-serif;\">Enjoy a flexible and inclusive work culture that values your well-being and work-life balance.</span></li><li><span style=\"border:0px solid;margin:0px;font-size:14px;line-height:16.1px;font-family:Verdana, Geneva, sans-serif;\">Combine the experience working in modern offices with the possibility to work from home.</span></li></ul>"
    },
    {
      "name": "About us",
      "value": "<div style=\"text-align:justify;\"><span style=\"color:rgb(32,32,32);font-family:Verdana, Geneva, sans-serif;font-size:14px;font-style:normal;font-weight:400;text-transform:none;background-color:rgb(255,255,255);display:inline;\">Etops is redefining the way financial services harness data and technology. We're not just building tools — we're creating intelligent infrastructure, seamless user experiences, and next-gen AI products that empower smarter decisions at every level. </span></div><div style=\"text-align:justify;\"><br style=\"border:0px solid;margin:0px;color:rgb(32,32,32);font-family:Verdana, Geneva, sans-serif;font-size:14px;font-style:normal;font-weight:400;text-transform:none;background-color:rgb(255,255,255);\"></div><div style=\"text-align:justify;\"><span style=\"color:rgb(32,32,32);font-family:Verdana, Geneva, sans-serif;font-size:14px;font-style:normal;font-weight:400;text-transform:none;background-color:rgb(255,255,255);display:inline;\">We’re a team of engineers, creatives, and fintech experts who move fast, think big, and challenge the status quo. Our culture is rooted in curiosity, bold thinking, and making an impact — both in the industry and for each other. </span></div><div style=\"text-align:justify;\"><br style=\"border:0px solid;margin:0px;color:rgb(32,32,32);font-family:Verdana, Geneva, sans-serif;font-size:14px;font-style:normal;font-weight:400;text-transform:none;background-color:rgb(255,255,255);\"></div><div style=\"text-align:justify;\"><span style=\"color:rgb(32,32,32);font-family:Verdana, Geneva, sans-serif;font-size:14px;font-style:normal;font-weight:400;text-transform:none;background-color:rgb(255,255,255);display:inline;\">Now’s the time to join us. We’re scaling, hiring, and shaping the future of wealth and asset management. If you're passionate about cutting-edge tech and real-world impact, let's talk.</span><br><br><span style=\"color:rgb(32,32,32);font-family:Verdana, Geneva, sans-serif;font-size:14px;font-style:normal;font-weight:400;text-transform:none;background-color:rgb(255,255,255);display:inline;\"><span style=\"color:rgb(32,32,32);font-family:Verdana, Geneva, sans-serif;font-size:14px;font-style:normal;font-weight:400;text-transform:none;background-color:rgb(255,255,255);display:inline;\"><strong><em>*</em></strong><strong>As part of the application process, personal data may be shared with hrcube.ch, a carefully selected consultant who assists us in conducting the selection process.</strong></span></span></div>"
    }
  ],
  "occupationCategory": "sales_and_business_development",
  "recruitingCategory": "Permanent contract employee"
}