Customer Success & Onboarding 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, intending to become 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 a team manager who values independence, wants to build relationships with clients in the financial industry, and works 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

• Ability to define and track KPIs for individual 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 organisational 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:

• understanding of SFTP servers and various data formats (SWIFT, XML, JSON, CSV)

• 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, and 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, analysing NPS results and proactively suggesting ways of improving it

• Configuring the application for new clients

• Coordinating the process of establishing daily data feeds from custodian banks

• Occasionally and not mandatory: travelling to the customer premises

We offer:

• Flat organisation structure and short decision-making process

• Challenging work with exposure to innovative technologies dedicated to the financial sector

• Work ethic based on collaboration and an innovative approach to problem-solving

• Growth in line with the rapid scaling of the company

• Being surrounded by like-minded individuals