Customer Success Manager Alternative Investments (m/f/d)

AssetMetrix GmbH; München; Hybrid; EUR 60.000 - 80.000; Vollzeit

Zusammenfassung

A financial services firm based in Munich is seeking a Customer Success Manager to guide institutional clients through their journey and manage client relationships. This role encompasses project coordination, strategic initiatives, and collaboration with various teams. The ideal candidate will have a degree in a relevant field, strong communication skills, and proficiency in German and English. A hybrid working model and attractive benefits are offered.

Leistungen

Attractive remuneration with variable components

Modern workplace in Munich

Hybrid working model

Employee benefits including bike leasing and meal vouchers

Qualifikationen

• First practical experience in project management or customer success is an advantage.
• Strong communication and relationship-building skills with institutional clients.
• Ability to understand and structure complex information.

Aufgaben

• Serve as the primary relationship manager for assigned portfolio of clients.
• Lead and coordinate client onboarding projects in the Alternative Investments sector.
• Drive customer satisfaction, retention, and loyalty metrics.

Kenntnisse

Communication and relationship-building

Proactive and solution-oriented

Analytical mindset

Organizational and project management

Ability to work collaboratively

Fluent German

Fluent English

French language skills

Ausbildung

University degree in Business Administration, Finance, Economics or related field

Tools

Project Management: PRINCE 2, PMP or similar

CFA or CAIA

Jobbeschreibung

Your mission

As a Customer Success Manager (m/f/d) specializing in Alternative Investments, you will be the strategic partner for our institutional clients, guiding them through their entire journey with us—from onboarding through long-term collaboration. You’ll navigate complex financial, operational, and technological landscapes while taking ownership of client relationships, project coordination, and strategic initiatives.

Working at the intersection of our business development, finance, legal, technology, and operations teams, you will serve as the vital link between our technical products, services, and client success. You’ll develop deep expertise in our solutions, proactively anticipate client needs, and deliver seamless experiences through strategic communication and analytical problem‑solving.

Customer Success

• Serve as the primary relationship manager for assigned portfolio of clients
• Address client concernsand elevate issues as needed to ensure resolution
• Develop client health metrics and identify opportunities for increased engagement
• Conduct regular check‑ins, business reviews, and success planning sessions
• Act as client advocate internally, ensuring client needs are communicated and addressed
• Drive customer satisfaction, retention, and loyalty metrics
• Collect and share client feedback to inform product and service improvements
• Collaborate with sales, finance, compliance, and operations teams to ensure seamless client experience

Project Management & Coordination

• Lead and coordinate client onboarding projects in the Alternative Investments sector
• Contribute to development of onboarding best practices and process improvements
• Manage project timelines, deliverables, and stakeholder communications
• Track project status and provide regular reporting to management
• Identify risks and develop mitigation strategies to ensure project success

Your profile

• University degree in Business Administration, Finance, Economics, Engineering or related field
• First practical experience (e.g. internships or working student roles) in project management, finance, consulting, or customer success is an advantage
• Outstanding communication and relationship‑building skills with institutional clients
• Proactive, reliable, and curious personality with a hands‑on, solution‑oriented approach
• Strong communication and relationship‑building skills
• Analytical mindset and ability to understand and structure complex information
• Strong organizational and project management capabilities
• Ability to work collaboratively across diverse teams and functions
• Excellent German and English skills, French is a plus
• Certifications (strongly preferred)
  • Project Management: PRINCE 2, PMP, or similar
  • Investment: CFA (Chartered Financial Analyst), CAIA (Chartered Alternative Investment Analyst), or equivalent
  • Other relevant professional certifications

Our offer

• Exciting challenges and excellent development opportunities in a constantly growing, international team
• Freedom to develop own ideas and thus make an active contribution to the success of our company
• Attractive remuneration with variable components as part of a total compensation system
• Great colleagues, a friendly working atmosphere and numerous employee events
• Modern workplace in the heart of Munich with view of the Theresienwiese
• Modern employee benefits - bike leasing, meal vouchers, BAV, Deutschlandticket, benefits account & Wellpass Fitness
• Hybrid working model
• Free drinks and fruit as well as a well‑filled icebox in summer