German Speaking Senior Client Success Manager - Enterprise
Leads strategic client relationships across the full lifecycle, driving adoption, retention, expansion, and renewal for enterprise wealth-management customers. The role requires German fluency, extensive client-facing experience, strong executive communication, and knowledge of wealth-management operations.
About the job
Responsibilities
- Oversee the full client lifecycle from implementation and go-live through growth and renewal.
- Understand client goals, business needs, and challenges to drive product adoption, retention, growth, satisfaction, and advocacy.
- Design and execute engagement plans with clear objectives, timelines, and KPIs.
- Analyze client operations and deliver tailored solutions and services.
- Build relationships with stakeholders ranging from C-suite executives to daily platform users.
- Partner with the Account Executive on account plans and strategies for expansion, sales, and retention goals.
- Report progress weekly to support forecasting.
- Use meetings and business reviews to align priorities, maximize product utilization, and identify revenue opportunities, including cross-selling, project scoping, and services expansion.
- Lead presentations and product demonstrations for leadership and end users.
- Promote feature adoption, educate clients on software enhancements, and share success stories and best practices.
- Represent client needs across Product, R&D, Support, and other teams.
- Identify and resolve functional or workflow obstacles with clients and internal teams.
- Maintain expertise in wealth management and relevant industry trends.
Requirements
- Fluency in German; experience supporting clients in the DACH market is preferred.
- Extensive experience in client-facing sales, client management, client success, or strategy roles within financial or wealth management services, large enterprises, or consulting firms.
- Demonstrated success in consultant, strategist, sales, or technical account manager roles, including revenue growth, organizational change, adoption, complex problem-solving, and translating business needs into technical solutions.
- Experience leading large, sophisticated enterprise projects and managing complex relationships.
- Strong executive presence, communication, and presentation skills, including engagement with C-level executives and decision-makers in complex, matrixed organizations.
- Knowledge of front-, middle-, and back-office operations in wealth management, including portfolio management, client reporting, compliance workflows, and operational efficiency tools.
- Strong analytical, time-management, prioritization, collaboration, and problem-solving skills.
- Adaptability in fast-paced, evolving environments.
- Willingness to travel occasionally.
- Bachelor's degree or equivalent professional experience.
Values
- Act Like an Owner
- Build Together
- Champion Our Clients
- Drive Innovation
- Embrace Learning
Skills
Wealth Management, Portfolio Management, Client Reporting, Compliance Workflows, Account Planning, Product Adoption, Enterprise Projects, Revenue Growth, Technical Solutions, Product Demos
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