Customer Success & Onboarding Manager

Empower Wealth Management Professionals with Cutting-Edge TechnologyWealthArc 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 industryAbility to define and track KPIs for individual successStrong leadership and communication skills with a collaborative mindsetCan-do attitudeProven ability to work autonomously and get results in a fast-paced (Fin-)Tech environment.Strong analytical, data management and organisational skillsBasic understanding of financial products and financial markets (equities, bonds, ETFs, FX options)Solid computer skills, including O365Can pick up new things quickly but still pay attention to detailsLanguages: professional knowledge of EnglishNice to have: understanding of SFTP servers and various data formats (SWIFT, XML, JSON, CSV)professional knowledge of GermanResponsibilities:Providing ongoing support to WealthArc clients (wealth managers, family offices)Opportunity to shape the structure and strategy of a growing CS departmentLeadership coaching and career development opportunitiesResolving, tracking, and escalating issues raised by clientsTaking care of the onboarding process for our new clientsCommunicating 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 clientsCoordinating the process of establishing daily data feeds from custodian banksOccasionally and not mandatory: travelling to the customer premisesWe offer:Flat organisation structure and short decision-making processChallenging work with exposure to innovative technologies dedicated to the financial sectorWork ethic based on collaboration and an innovative approach to problem-solvingGrowth in line with the rapid scaling of the companyBeing surrounded by like-minded individuals