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.
Client Success Manager – IFA Solutions Germany (m/f/d)
Remote Germany
Full-time
Permanent employee
Your mission
Your role and responsibility
In this position you will be responsible for:
Strategic Client Management- Own and develop relationships with a portfolio of strategic clients
- Build trusted partnerships with operational and executive stakeholders
- Conduct regular business reviews and strategic planning sessions
- Act as the primary point of contact for your clients
- Drive platform adoption and customer engagement
- Help clients achieve measurable business outcomes
- Develop customer success plans and monitor progress against agreed objectives
- Identify risks early and proactively address potential challenges
- Identify opportunities for expansion, additional modules and new use cases
- Collaborate closely with Sales and Product teams
- Support upsell and cross-sell initiatives within your client portfolio
- Contribute to recurring revenue growth through strong customer relationships
- Gather customer feedback and translate it into actionable insights
- Work closely with Product and Engineering teams
- Advocate for customer needs internally
- Help shape the future development of the Etops platform
Your experience and profile
We are looking for:
Required
Required
- Experience in Customer Success, Strategic Account Management, Key Account Management or Enterprise SaaS environments
- Proven ability to manage and develop long-term customer relationships
- Experience working with senior stakeholders and decision-makers
- Strong communication and presentation skills
- Commercial mindset with the ability to identify growth opportunities
- Excellent German and good English language skills
- Structured and solution-oriented working style
- Experience within Wealth Management, Financial Services, FinTech or WealthTech
- Knowledge of the German IFA market
- Experience with SaaS platforms and subscription-based business models
- Familiarity with CRM systems such as Salesforce or HubSpot
- You genuinely enjoy building long-term client relationships
- You are curious and eager to learn about Wealth Management and Financial Advisory
- You combine strategic thinking with a hands-on attitude
- You are comfortable communicating with executives and operational teams alike
- You stay calm under pressure and find pragmatic solutions
- You are proactive, organised and customer-centric
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.
*As part of the application process, personal data may be shared with hrcube.ch, a carefully selected consultant who assists us in conducting the selection process.
*As part of the application process, personal data may be shared with hrcube.ch, a carefully selected consultant who assists us in conducting the selection process.