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
Remote Germany
Full-time
Permanent employee
Your mission
Your role and responsibility
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.
Your experience and profile
We are looking for:
- 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
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.