Client Success Manager – IFA Solutions Germany
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.
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.
In this position you will be responsible for:
Account Ownership- 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.