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

München
Full-time
Permanent employee

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. Your tasks:

Customer Success
  • Serve as the primary relationship manager for assigned portfolio of clients
  • Address client concerns and escalate 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 ice box in summer

About us

We want investors to be able to concentrate on the essentials: making the right investment decisions. For our clients, we therefore take on all administrative, reporting and analysis tasks in the asset classes of private equity, real estate and infrastructure. We are consistently using the opportunities offered by digitalization and modern technologies. Our constantly growing international team currently consists of more than 100 people.

We owe our success first and foremost to our employees who, with the highest standards in their own work, bring out the best in themselves every day. Would you like to become part of this dedicated team and use your passion to further our vision?    

We pride ourselves on diversity and welcome your application regardless of gender and sexual identity, nationality, ethnicity, religion, age or disability.