Client Success Manager – IFA Solutions

🕒 April 9

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Etops

WebsiteLinkedInAll Job Openings

201 - 500 employees

💳 Fintech

☁️ SaaS

🤝 B2B

Fintech • SaaS • B2B

Etops is a WealthTech company that provides cloud-based, end-to-end software and managed services for wealth and asset managers, private banks, family offices and insurers. Its platform offers portfolio and order management, trading connectivity (including FIX and EBICS), analytics and reporting, developer APIs, digital advisory and compliance recording, and outsourcing/operational services. Etops leverages cloud, machine learning and genAI to streamline operations, automate reporting and improve client advisory workflows for institutional and professional financial customers.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• Flexible and inclusive work culture that values your well-being and work-life balance. • Opportunity to work from home occasionally. • Collaborate with a diverse, talented team dedicated to innovation and excellence. • Contribute to cutting-edge product and make a meaningful impact in the world of finance and technology. • Professional development opportunities.