Your mission
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 Senior Client Success Manager you are the single point of ownership for Etops’ most valuable German asset-management clients. Your mandate is to protect this revenue base with <2% churn, achieve 120%+ net revenue retention every year, and turn these flagship clients into active references and product co-development partners.
Your role and responsibility
In this position you will be responsible for:
- Full Commercial Responsibility for Named Key Accounts
- Own renewals, upsell, cross-sell and expansion revenue.
- Negotiate multi-year contracts and commercial conditions directly with C-level and procurement.
- Executive Relationship Ownership
- Personally manage relationships with CIOs, CTO, Head of Operations and Head of Digital at every key account.
- Conduct quarterly Executive Business Reviews together with the Head of Asset Management and, when required, the CEO/CRO.
- Renewal & Risk Management
- Identify and resolve renewal risks 9–12 months in advance.
- Growth & Platform Expansion
- Drive adoption of new modules.
- Close six-figure expansion deals by linking Etops capabilities to the client’s strategic initiatives.
- Adoption, Health & Value Realisation
- Ensure clients achieve measurable ROI (e.g., 30–50% reduction in reporting effort, full automation of regulatory deliverables).
- Organise power-user trainings, quarterly roadmap sessions and on-site workshops.
- Voice of the German Institutional Market
- Collect, prioritise and champion client requirements into the Etops product roadmap.
- Forecasting & Process Excellence
- Maintain 100% accurate renewal and expansion forecasting in Salesforce.
- Fully adhere to the group-wide CSM standards and data-quality rules defined by Sales Operations.
Your experience and profile
We are looking for:
- 10+ years of client-facing experience in WealthTech / Asset-Management software or institutional asset management.
- Proven success as a Strategic/Customer Success Manager for large German institutional clients (Anlagefonds, Versicherungen, Pensionskassen, Kapitalverwaltungsgesellschaften, Stiftungen).
- Existing strong personal network with decision-makers at German insurers, pension funds and asset managers.
- Track record of growing key accounts.
- Deep knowledge of the German regulatory environment (KAGB, DerivateV, GroMiKV, AnfG, Solvency II, BaFin circulars) and typical institutional workflows.
- Native German + fluent business English.
- University degree; CFA, CIIA or actuarial background is a strong plus.
Personality & Working Style
- Executive presence – comfortable and credible in any German institutional boardroom
- Strong commercial instinct combined with outstanding relationship skills
- Structured, analytical and obsessed with accurate forecasting and CRM hygiene
- Calm problem-solver who turns frustrated clients into advocates
- Enjoys very close collaboration with the Group Executive Board
This role offers extremely high visibility, direct access to the Group Executive Board, generous variable compensation and the opportunity to shape the future of Etops’ institutional offering in the largest European market
Why us?
✅ 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.
About us
Etops is redefining the way financial services harness data and technology. We're not just building tools — we're creating intelligent infrastructure, seamless user experiences, and next-gen AI products that empower smarter decisions at every level.
We’re a team of engineers, creatives, and fintech experts who move fast, think big, and challenge the status quo. Our culture is rooted in curiosity, bold thinking, and making an impact — both in the industry and for each other.
Now’s the time to join us. We’re scaling, hiring, and shaping the future of wealth and asset management. If you're passionate about cutting-edge tech and real-world impact, let's talk.
