✨ The Role in One Sentence

wealthpilot is seeking a Customer Success Manager / Account Manager to ensure successful software usage and drive customer growth.

📋 What You'll Likely Do

• 40%: Independently manage strategic key accounts including private banks, large savings banks & cooperative banks, and large asset managers.

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

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

🧑‍💻 Profiles Doing This Job

• High Priority: 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 a plus.

📈 How This Role Will Look on Your CV

• Managed strategic customer accounts, ensuring successful software adoption and growth.