Junior Customer Success Manager (m/f/d) – Professional Advisors & Family Offices

Core Values at wealthpilot

Be the pilot people trustAt wealthpilot, all employees see themselves as pilots of trust. We act according to the rules of empathy, appreciation and collegiality.

Make the plane fly
On our way to our destination, we experience resistance and turbulence, but thanks to our determination, solution and performance orientation, we always arrive at our destination on time and earn the applause of the passengers.

__The sky is not the limitWe lead the market, we bring innovation and dynamics, we stick to our vision and thanks to our agility we exceed our targets.

What makes you special

As Junior Customer Success Manager (m/f/d) - Professional Advisors & Family Offices, you want to lead our clients to success and thus have a direct share in our company's success. You have a feel for the needs of clients and know how to work in a solution-oriented manner.

These are your tasks

• You support the planning and execution of customer-oriented implementation projects
• You understand the individual challenges during implementation and in the support of existing customers
• You conduct training workshops on the successful use of wealthpilot
• You develop and expand strategic customer relationships
• You provide support for a specific customer group and develop strategic measures for targeted support
• You work closely with other departments, especially sales, marketing and product development.
• You understand our software and can pass this expertise on to others

What you have to offer

• You have first professional experience in account management or customer success, preferably in the financial sector and/or SaaS or FinTech environment
• You are customer and solution oriented and show empathy and linguistic fluency
• You are enthusiastic about agile collaboration with colleagues in a great team and different departments
• You speak fluent English and German at native level
• You have a personal interest in the topics of finance, SaaS and FinTech

What we offer

• The chance to immediately and directly contribute to the successful development of a growing FinTech start-up
• Steep learning curve, responsibility from the start and a strong team spirit that transcends locations and departments
• Flexible working style, as well as a spacious, centrally located office on two levels
• An attractive benefits package and individual benefits__