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.

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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 Onboarding & Enablement

Wealthpilot

Building the future of personal investment advice through digital innovation.

Building the future of personal investment advice through digital innovation.

Munich

Munich

• Entry-Level

• Hybrid

• Sales & Account Management

2025-06-09T00:01:58+00:00

2025-06-09T00:01:58+00:00

About Company
About Company
About Company

TL;DR

TL;DR
✨ The Role in One Sentence

Wealthpilot is looking for a Customer Success Intern to support the onboarding of new clients and ensure they successfully use the application.

📋 What You'll Likely Do
  • 30%: Assist in the structured onboarding of new customers, ensuring successful application usage from the start.

  • 30%: Conduct independent check-ins and Teams sessions with customers to clarify questions and promote usage.

  • 20%: Help actively support existing customers with targeted assistance and usage pattern analysis.

🧑‍💻 Profiles Doing This Job
  • High Priority: Interest in FinTech, SaaS, or digital customer support.

  • High Priority: Structured and proactive work ethic with team spirit.

  • High Priority: Strong communication skills and a good sense for people.

📈 How This Role Will Look on Your CV
  • Gained experience in customer success within a dynamic FinTech environment.

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