Client Success Manager – IFA Solutions Germany

<h1>Your mission</h1><p>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.<br><br>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.</p><br><h1>Your role and responsibility</h1><p></p><p style="line-height:115%;">In this position you will be responsible for:</p><strong>Account Ownership</strong><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><strong>Growth & Expansion</strong><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><strong>Adoption & Value Realisation</strong><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><strong>Voice of the Customer</strong><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><p></p><br><h1>Your experience and profile</h1><p>We are looking for:<br></p><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><strong>Personality & Style</strong><br><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>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.<p></p><br><h1>Why us?</h1><p></p><ul><li>Be part of a purpose-driven company with a mission to empower individuals and businesses. </li><li>Collaborate with a diverse, talented team dedicated to innovation and excellence. </li><li>Get inspired by our international cooperation with teams in Switzerland, Germany, Luxembourg, Slovakia, Georgia and Ukraine.</li><li>Develop your skills and advance your career in a supportive and inspiring environment.</li><li>Contribute to cutting-edge product and make a meaningful impact in the world of finance and technology. </li><li>Enjoy a flexible and inclusive work culture that values your well-being and work-life balance.</li><li>Combine the experience working in modern offices with the possibility to work from home.</li></ul><p></p><br><h1>About us</h1><p>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. <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);">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. <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);">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.<br><br><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></p>