Wealthpilot

21-100

FTE

Building the future of personal investment advice through digital innovation.

Wealthpilot is a pioneering fintech company that offers a comprehensive digital infrastructure designed to enhance personal investment advice. By leveraging advanced analytics and technology, Wealthpilot empowers users to navigate their financial journey with confidence and clarity, making wealth management accessible and efficient.

Share:
Funding

€14.5M

HQ City

Munich

Revenue Model

B2B

Employee Count

21-100

Last Funding Round

01/2021

Stage

Late

Team Growth

-8%

YoY Website Traffic Growth

498%

Customer Success Manager / Account Manager

Wealthpilot

Building the future of personal investment advice through digital innovation.

Building the future of personal investment advice through digital innovation.

Munich

Munich

• Mid-Level

• Hybrid

• Sales & Account Management

2025-06-03T01:11:21+00:00

2025-06-03T01:11:21+00:00

About Company
About Company
About Company

TL;DR

TL;DR
✨ The Role in One Sentence

wealthpilot is seeking a Senior Customer Success Manager / Senior Account Manager to lead strategic accounts and ensure successful software utilization.

📋 What You'll Likely Do
  • 40%: Independently manage strategic key accounts (private banks, large savings banks & cooperative banks, large asset managers).

  • 30%: Ensure successful and sustainable software use through active customer development.

  • 30%: Develop and implement individual growth strategies with customers.

🧑‍💻 Profiles Doing This Job
  • High Priority: Several years of experience in Customer Success or Account Management, ideally in a B2B SaaS environment.

  • High Priority: Experience in supporting banks, financial service providers or asset managers is an advantage.

📈 How This Role Will Look on Your CV
  • Led strategic customer success initiatives in a fast-growing FinTech startup.

Private Job Notes

SIGN IN or SIGN UP

to use this feature

Private Job Notes

SIGN IN or SIGN UP

to use this feature

Private Job Notes

SIGN IN or SIGN UP

to use this feature

Latest similar jobs

SIMILAR by:

Investment Advice Platform

Wealthpilot

Customer Success Manager / Account Manager

Full-Time

German (R) / English (O)

Munich

/ Hybrid

Investment Advice Platform

Wealthpilot

Marketing Student

Internship

Google Sheets

German (R) / English (R)

Munich

/ Hybrid

Microsoft Excel

Investment Advice Platform

Wealthpilot

Sales Intern

Internship

Salesforce

Google Sheets

German (R)

Munich

/ On-Site

Microsoft Excel

Latest similar jobs

SIMILAR by:

Investment Advice Platform

Wealthpilot

Customer Success Manager / Account Manager

Full-Time

German (R) / English (O)

Munich

/ Hybrid

Investment Advice Platform

Wealthpilot

Marketing Student

Internship

Google Sheets

German (R) / English (R)

Munich

/ Hybrid

Microsoft Excel

Investment Advice Platform

Wealthpilot

Sales Intern

Internship

Salesforce

Google Sheets

German (R)

Munich

/ On-Site

Microsoft Excel

Latest similar jobs

SIMILAR by:

Investment Advice Platform

Wealthpilot

Customer Success Manager / Account Manager

Full-Time

German (R) / English (O)

Munich

/ Hybrid

Investment Advice Platform

Wealthpilot

Marketing Student

Internship

Google Sheets

German (R) / English (R)

Munich

/ Hybrid

Microsoft Excel

Investment Advice Platform

Wealthpilot

Sales Intern

Internship

Salesforce

Google Sheets

German (R)

Munich

/ On-Site

Microsoft Excel