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Senior Client Experience Manager (German Speaking)

Open 36d

As a Senior Client Experience Manager, you'll take full ownership of the operational day-to-day relationship between Upvest and Europe's leading financial institutions, acting as a senior counterpart and custodian of long-term partnerships. You'll manage the end-to-end live client relationship, ensuring a smooth daily business-as-usual experience for clients. Your role is operational and client facing, and you'll build lasting relationships with key stakeholders, facilitating day-to-day queries and ensuring live clients are operationally robust and efficient in their use of the investment API. You'll act as the conduit between Upvest and its clients, working alongside a high-performing team of experts and collaborating closely with stakeholders across Product, Engineering, Growth, Legal, and Compliance.

Responsibilities

  • Take full ownership of day-to-day operational relationship management as a senior support counterpoint to Europe's top financial institutions using Upvest's investment API
  • Oversee exceptional support delivery via Zendesk, Slack and weekly check-ins, acting as the first escalation point for complex operational and administrative issues
  • Manage Service Level Agreements (SLAs) and identify systemic points for improvement to ensure smooth business-as-usual operations
  • Serve as the chief internal advocate for client interests and queries, collaborating with Product, Engineering, and Operations teams to resolve requests
  • Set the standards for client communication, ensuring transparency and trust through ad-hoc and structured weekly, monthly and quarterly touchpoints

Requirements

  • 6+ years of experience in client-facing roles within investments or banking
  • Experience working with large financial institutions and comfort with complexity
  • Professional fluency in German and English
  • Proficiency in AI tooling is a significant advantage
  • Deep familiarity with the financial industry or regulated environments
  • Previous experience with or strong interest in software-/infrastructure-as-a-service products (e.g., Banking-as-a-Service)
  • A client-first mindset with the ability to solve problems pragmatically and efficiently
  • Strong stakeholder management skills
  • A proactive approach to mentoring and acting as a sparring partner for leadership

Benefits

  • €20,000 per year to spend on AI tools
  • 30 days of annual leave
  • Sports benefits
  • Confidential professional coaching
  • Flexibility to work remotely abroad for up to 183 days a year
  • UpRest, a one-month fully paid sabbatical after every 4 years of working at Upvest
  • Personal development budget
  • Flexible work environment across hubs in Berlin, London or Tallinn, hybrid or remote
  • Competitive salary and employee equity program participation
  • Company-wide events such as UpFest, dinners, offsites and Holiday party
  • Employee Resource Groups

See also

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