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Moonfare
last mo.

Account Management Analyst(m/w/x)

Berlin
Full-timeOn-siteJunior

Description

In this role, you will be the go-to person for regional investors, guiding them through onboarding and account setup while ensuring a smooth client experience. Your day-to-day responsibilities will involve collaborating with various teams to enhance service delivery 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 fluency in German and English (both 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 regional investors
  • •Support onboarding, subscription, and account setup
  • •Facilitate coordination between Sales, KYC, Compliance, Legal, Fund Operations, and Product teams
  • •Partner with the Sales team to close deals
  • •Maintain accurate client records using CRM tools like HubSpot
  • •Respond to investor inquiries via email, live chat, and phone
  • •Collaborate on strategic initiatives to optimize the client journey
  • •Provide feedback to improve internal workflows and enhance client experience

Tools & Technologies

CRM systems such as HubspotTableau

Languages

German – Native

English – Native

Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Moonfare and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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