Account Manager in Wealth Management coordinating banking and investment services for ultra - high net worth individuals. Ensuring client satisfaction through communication and efficient service.
About the role
- Account Manager activating finance teams to enhance product adoption and growth at Agicap in Berlin. Focus on driving customer success with Treasury and Corporate finance workflows.
Responsibilities
- Manage a portfolio of 100+ customers to drive product adoption and identify upsell opportunities
- Dive deep into Treasury and Corporate Finance workflows to continuously improve our customers’ tool setup
- Become a product expert and use this expertise to maximize the value and ROI customers get from our product and to enable internal knowledge transfer
- Develop a strong understanding of customer needs and act as a customer advocate within the organization
- Work closely with our Commercial Account Managers to identify growth opportunities within your portfolio
- Collaborate closely with adjacent teams to ensure our customers achieve their desired business objectives
Requirements
- 3–4 years of professional experience in Finance/Treasury roles or in customer-facing positions, preferably in a B2B SaaS environment—ideally in FinTech
- Treasury/Corporate Finance knowledge gained through education or professional experience
- Native German and fluent English
- Proactive mindset with a continuous drive for improvement
- Ability to thrive in a dynamic growth environment, adapt quickly to challenges and maintain a positive attitude
- Excellent listening skills, customer-centric mentality and empathy for users and customers
- Ability to work effectively with cross-functional teams (Sales, Customer Success, Tech, Product, etc.)
Benefits
- Competitive compensation package with fixed and variable components >€100
- Monthly lunch budget
- Large office at Moritzplatz with snacks, drinks and a spacious terrace
- “Mini-MBA” focused on Finance & Treasury through the Agicap Academy
- Opportunity to work with a globally diverse team and occasional travel to the headquarters in France
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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