(Senior) Client Success Data & Reporting Expert (m/f/x)

Overview

(Senior) Client Success Data & Reporting Expert (m/f/x)

Scalable Capital is a leading digital investment platform in Europe. The company enables clients to shape their financial future with Scalable Broker (investing in stocks, ETFs, and other ETPs), Scalable Wealth (digital wealth management), and the European Investor Exchange (EIX). The group employs more than 500 people across Munich, Berlin, Vienna, and London. This role is part of the Client Success team, focusing on data collection, preparation, analysis, and reporting to support decision-making across the organization.

Visit our finance blog or check our Social Media channels to learn more about our Expert Teams and our Company Values.

Responsibilities

• Strategic Design & Ownership: Take full ownership of data collection, preparation, and analysis within Client Success, including the definition of KPIs and how they are tracked.
• Process Management for Data Management: Design and implement processes and requirements from scratch, proactively identifying areas for optimization.
• Reporting & Insights: Develop and maintain the reporting landscape using dashboards and reports; create volume forecasts, analyze KPIs, and prepare insights for management and other departments.
• Mentoring & Leadership: Mentor junior colleagues, support them in solving complex problems, and contribute to the team\'s development.
• Proactive Problem-Solving: Act as the central point of contact for data-related queries, support data exports, and integration into other tools; translate complex issues into clear concepts.
• Quality Assurance & Process Optimisation: Ensure data quality and continuously challenge existing processes; drive initiatives to improve the status quo, via automation or new tools.

Qualifications

• Education: Degree in Business Administration, Data Science, Mathematics, or a related field.
• Experience: Several years of relevant professional experience, ideally in a data role within a client service environment.
• Data Handling Expertise: Deep understanding of data modelling, reporting tools (e.g., Salesforce dashboards, BI tools), and data pipelines.
• Ability to Navigate Complex Structures: Ability to break down complex projects into clear structures and deliver cross-functional solutions.
• Autonomy & Decisiveness: Capable of leading projects without constant supervision and making well-founded decisions.
• Communication Skills: Clear and concise communication of complex topics to stakeholders at various seniority levels.
• Interpersonal Skills: A valued colleague who can act as a role model and inspire others.
• Proactive Recommendations: Identify trends, derive strategic recommendations, and actively drive product and service development.
• Language: Fluent in English with advanced German skills (B2) required.

Additional Information

• Be part of a fast-growing, visible Fintech startup in Europe.
• Work with an international, diverse, and inclusive team.
• Work from our offices in Munich or Berlin, or remotely within Germany (if eligible).
• Access the latest hardware and tools; participate in knowledge sharing and career development sessions; use an Education Budget.
• Free German language classes and international relocation support if required.
• Flexible vacation policy and the option to work from abroad.
• Competitive compensation package and company pension scheme.
• Monthly 50% contribution for the Deutschland Jobticket; PRIME+ Broker subscription; Urban Sports Club discounts.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Analyst
• Industries
• Banking

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