Your mission

We in Etops are a very intensely cooperating team where every single person takes a complex responsibility for a client and/or projects from A-Z. Everyone in our team is key to our success - individually and as a team. Everyone matters.

Your role and responsibility

In this position you will be responsible for:

Account Ownership

Full revenue responsibility for your named accounts (upsell, cross-sell, expansion).
Personally own operational and C-level relationships at every client.
Conduct quarterly Reviews with client leadership and Etops Executive Board members.

Growth & Expansion

Identify and close six-figure upsell/cross-sell opportunities (additional users, new modules, AI add-ons, white-label solutions, API integrations).
Partner with clients on their digital roadmaps to position Etops as their strategic WealthTech platform for the next 5–10 years.

Adoption & Value Realisation

Drive platform adoption, feature usage and best-practice implementation.
Build and execute joint success plans with measurable ROI (time savings, cost reduction, higher client satisfaction scores).
Organise regular on-site power-user workshops and training sessions.

Voice of the Customer

Act as the primary feedback channel from the German IFA clients into Product, Engineering and the Executive Board.
Influence the product roadmap with real client needs.

Your experience and profile

We are looking for:

2–3 years of client-facing experience in WealthTech, IFA, private banking or asset-management software.
Proven track record as a Key Account / Customer Success Manager for financial intermediaries or banks in Germany.
Existing strong personal relationships with decision-makers at the Swiss wealth managers.
Deep understanding of German IFA workflows, regulatory requirements and digitalization pain points.
Native German + fluent English.
University degree; additional qualifications are advantageous.

Personality & Style

Trusted advisor who is welcome in any boardroom in Germany
Commercial DNA – thinks in ARR and expansion, not just “happy clients”
Structured, data-driven and intolerant of sloppy CRM data
Calm under pressure, outstanding at de‑escalating and solving complex client situations
Team player who represents the client inside Etops while representing Etops at the client

This is a strategic role in the company: you will regularly present to the Group Executive Board, travel with the CEO/CRO to client meetings and have a material influence on the future of the Etops platform.

Why us?

Be part of a purpose-driven company with a mission to empower individuals and businesses.
Collaborate with a diverse, talented team dedicated to innovation and excellence.
Get inspired by our international cooperation with teams in Switzerland, Germany, Luxembourg, Slovakia, Georgia and Ukraine.
Develop your skills and advance your career in a supportive and inspiring environment.
Contribute to cutting‑edge product and make a meaningful impact in the world of finance and technology.
Enjoy a flexible and inclusive work culture that values your well‑being and work‑life balance.
Combine the experience working in modern offices with the possibility to work from home.

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CORYX Software GmbH