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Moonfare
last mo.

Account Management Analyst - Partners(m/w/x)

Berlin
Full-timeOn-siteJunior

Description

In this role, you will be the primary contact for partners and family offices, ensuring smooth onboarding and account setup. You will collaborate with various teams to enhance the client experience and support strategic initiatives.

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Requirements

  • •1–2 years of experience in account management, customer success, operations, or similar client-facing role
  • •Bachelor’s degree in Finance, Business Administration, or related field
  • •Native-level or fluent in English (written and verbal)
  • •Excellent communication and interpersonal skills
  • •Highly organised with strong attention to detail and time management
  • •Problem-solving skills with hands-on mentality
  • •Experience using CRM systems such as HubSpot; familiarity with data tools like Tableau is a plus

Education

Bachelor's degree

Work Experience

1 - 2 years

Tasks

  • •Serve as the primary contact for partners and family offices
  • •Support onboarding and account setup processes
  • •Facilitate platform training for new clients
  • •Coordinate with KYC, Compliance, Legal, Fund Operations, and Product teams
  • •Maintain accurate client records using CRM tools like HubSpot
  • •Respond promptly to investor inquiries via email, video calls, and phone
  • •Collaborate on strategic initiatives to enhance the client journey
  • •Provide feedback to Product and Operations teams for workflow improvements

Tools & Technologies

HubSpotTableau

Languages

English – Native

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