Client Success Manager IFA Solutions Germany

In this position you will be responsible for:

• Full revenue responsibility for your named accounts (upsell, cross-sell, expansion).
• Personally own operational and C-level relationships at every client.
• Conduct quarterly Reviews with client leadership and Etops Executive Board members.

• Identify and close six-figure upsell/cross-sell opportunities (additional users, new modules, AI add-ons, white-label solutions, API integrations).
• Partner with clients on their digital roadmaps to position Etops as their strategic WealthTech platform for the next 5–10 years.

• Drive platform adoption, feature usage and best-practice implementation.
• Build and execute joint success plans with measurable ROI (time savings, cost reduction, higher client satisfaction scores).
• Organise regular on-site power-user workshops and training sessions.

• Act as the primary feedback channel from the German IFA clients into Product, Engineering and the Executive Board.
• Influence the product roadmap with real client needs.

• 2–3 years of client-facing experience in WealthTech, IFA, private banking or asset-management software.
• Proven track record as a Key Account / Customer Success Manager for financial intermediaries or banks in Germany.
• Existing strong personal relationships with decision-makers at the Swiss wealth managers.
• Deep understanding of German IFA workflows, regulatory requirements and digitalization pain points.
• Native German + fluent English.
• University degree; additional qualifications are advantageous.

• Trusted advisor who is welcome in any boardroom in Germany
• Commercial DNA – thinks in ARR and expansion, not just “happy clients”
• Structured, data-driven and intolerant of sloppy CRM data
• Calm under pressure, outstanding at de-escalating and solving complex client situations
• Team player who represents the client inside Etops while representing Etops at the client

• Be part of a purpose-driven company with a mission to empower individuals and businesses. 
• Collaborate with a diverse, talented team dedicated to innovation and excellence. 
• Get inspired by our international cooperation with teams in Switzerland, Germany, Luxembourg, Slovakia, Georgia and Ukraine.
• Develop your skills and advance your career in a supportive and inspiring environment.
• Contribute to cutting-edge product and make a meaningful impact in the world of finance and technology. 
• Enjoy a flexible and inclusive work culture that values your well-being and work-life balance.
• Combine the experience working in modern offices with the possibility to work from home.