Customer Success Manager / Account Manager
• Mid-Level
• Hybrid
• Sales & Account Management
Mark status as:
✨ 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.