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

Your missionAs 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 SuccessServe as the primary relationship manager for assigned portfolio of clientsAddress client concerns and escalate issues as needed to ensure resolutionDevelop client health metrics and identify opportunities for increased engagementConduct regular check-ins, business reviews, and success planning sessionsAct as client advocate internally, ensuring client needs are communicated and addressedDrive customer satisfaction, retention, and loyalty metricsCollect and share client feedback to inform product and service improvementsCollaborate with sales, finance, compliance, and operations teams to ensure seamless client experienceProject Management & CoordinationLead and coordinate client onboarding projects in the Alternative Investments sectorContribute to development of onboarding best practices and process improvementsManage project timelines, deliverables, and stakeholder communicationsTrack project status and provide regular reporting to managementIdentify risks and develop mitigation strategies to ensure project successYour profileUniversity degree in Business Administration, Finance, Economics, Engineering or related fieldFirst practical experience (e.g. internships or working student roles) in project management, finance, consulting, or customer success is an advantageOutstanding communication and relationship-building skills with institutional clientsProactive, reliable, and curious personality with a hands-on, solution-oriented approachStrong communication and relationship-building skillsAnalytical mindset and ability to understand and structure complex informationStrong organizational and project management capabilitiesAbility to work collaboratively across diverse teams and functionsExcellent German and English skills, French is a plusCertifications (strongly preferred)Project Management: PRINCE 2, PMP, or similarInvestment: CFA (Chartered Financial Analyst), CAIA (Chartered Alternative Investment Analyst), or equivalentOther relevant professional certificationsOur offerExciting challenges and excellent development opportunities in a constantly growing, international teamFreedom to develop own ideas and thus make an active contribution to the success of our companyAttractive remuneration with variable components as part of a total compensation systemGreat colleagues, a friendly working atmosphere and numerous employee eventsModern workplace in the heart of Munich with view of the TheresienwieseModern employee benefits - bike leasing, meal vouchers, BAV, Deutschlandticket, benefits account & Wellpass FitnessHybrid working modelFree drinks and fruit as well as a well-filled ice box in summer #J-18808-Ljbffr