Customer Success Manager

Empower Wealth Management Professionals with Cutting-Edge Technology 

WealthArc is a fast-growing platform for independent asset managers. Built on the latest technologies, it is the first Wealth Tech solution offered in a full SaaS model, with the goal of becoming the future data hub for wealth management and private banking. 

We are looking for an exceptional Customer Success Manager who is passionate about building strong client relationships, driving customer success, and creating measurable impact. Join our dynamic start-up culture, where creativity, ownership, and independence are not just welcomed but essential. 

We are looking for someone to take on the role of team manager, who values ​​independence, wants to build relationships with clients in the financial industry and work in an environment where technology meets finance.

Requirements: 

• At least 3 years of experience in Customer Success Management with professional experience in the financial industry  
• Prior experience in managing, leading or mentoring a team
• Ability to define and track KPIs for individual and team success
• Strong leadership and communication skills with a collaborative mindset
• Can-do attitude  
• Proven ability to work autonomously and get results in a fast-paced (Fin-)Tech environment.  
• Strong analytical, data management and organizational skills 
• Basic understanding of financial products and financial markets (equities, bonds, ETFs, FX options) 
• Solid computer skills, including O365  
• Can pick up new things quickly but still pay attention to details  
• Languages: professional knowledge of English
• Nice to have: professional knowledge of German

Responsibilities:  

• Providing ongoing support to WealthArc clients (wealth managers, family offices)
• Opportunity to shape the structure and strategy of a growing CS department
• Leadership coaching and career development opportunities
• Resolving, tracking, escalating issues raised by clients
• Taking care of the onboarding process for our new clients 
• Communicating with clients, external partners (Swiss and international private banks), and internal stakeholders (Data Engineers, Product Owners)
• Providing Customers with online training, planning, and executing QBRs, analyzing NPS results and proactively suggesting ways of improving it  
• Occasionally and not mandatory: traveling to Customer premises 

We offer: 

• Flat organization structure and short decision-making process 
• Challenging work with exposure to innovative technologies dedicated to financial sector 
• Work ethic based on collaboration and innovative approach to problem solving 
• Growth in line with rapid scaling of the company 
• Being surrounded with like-minded individuals