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Investor support for private market funds, coordinating onboarding and maintaining records in HubSpot at private market investment platform. Native or fluent German and English, plus 1-2 years client-facing experience required. Cross-functional coordination focus.
Requirements
- 1-2 years experience in account management, customer success, operations, or similar client-facing role
- Bachelor's degree in Finance, Business Administration, or related field
- Native or fluent German (written and verbal)
- Native or fluent English (written and verbal)
- Excellent communication and interpersonal skills
- Ability to build trust and credibility with sophisticated investors
- High organization
- Strong attention to detail
- Time management skills
- Problem-solving skills
- Hands-on mentality
- Ability to work independently
- Ability to work collaboratively
- Experience with CRM systems (e.g., Hubspot)
- Familiarity with data tools (e.g., Tableau) (plus)
Tasks
- Serve as a primary contact for regional investors
- Support investor onboarding, subscription, and account setup
- Facilitate cross-functional coordination for compliant onboarding
- Partner with the Sales team to close deals
- Maintain client records and partnership details in HubSpot
- Respond to investor inquiries via email, chat, and phone
- Collaborate on strategic initiatives to optimize the client journey
- Offer feedback to Product and Operations on workflows
- Offer feedback to Product and Operations on client experience
Work Experience
- 1 - 2 years
Education
- Bachelor's degree
Languages
- German – Native
- English – Native
Tools & Technologies
- Hubspot
- Tableau
Not a perfect match?
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Investor support for private market funds, coordinating onboarding and maintaining records in HubSpot at private market investment platform. Native or fluent German and English, plus 1-2 years client-facing experience required. Cross-functional coordination focus.
Requirements
- 1-2 years experience in account management, customer success, operations, or similar client-facing role
- Bachelor's degree in Finance, Business Administration, or related field
- Native or fluent German (written and verbal)
- Native or fluent English (written and verbal)
- Excellent communication and interpersonal skills
- Ability to build trust and credibility with sophisticated investors
- High organization
- Strong attention to detail
- Time management skills
- Problem-solving skills
- Hands-on mentality
- Ability to work independently
- Ability to work collaboratively
- Experience with CRM systems (e.g., Hubspot)
- Familiarity with data tools (e.g., Tableau) (plus)
Tasks
- Serve as a primary contact for regional investors
- Support investor onboarding, subscription, and account setup
- Facilitate cross-functional coordination for compliant onboarding
- Partner with the Sales team to close deals
- Maintain client records and partnership details in HubSpot
- Respond to investor inquiries via email, chat, and phone
- Collaborate on strategic initiatives to optimize the client journey
- Offer feedback to Product and Operations on workflows
- Offer feedback to Product and Operations on client experience
Work Experience
- 1 - 2 years
Education
- Bachelor's degree
Languages
- German – Native
- English – Native
Tools & Technologies
- Hubspot
- Tableau
About the Company
Moonfare
Industry
FinancialServices
Description
The company delivers institutional-quality portfolios for investors in private markets, combining finance and tech expertise.
Not a perfect match?
- iwoca
Junior Account Manager(m/w/x)
Full-timeOn-siteJuniorBerlin, Frankfurt am Mainfrom 36,000 - 40,000 / year - getquin
Junior Account Manager – B2B Media & Partnerships(m/w/x)
Full-timeOn-siteJuniorBerlin - Taboola
Advertising Account Manager(m/w/x)
Full-timeOn-siteJuniorBerlin - Reonic
Account Manager - DACH(m/w/x)
Full-timeOn-siteExperiencedAugsburg, Berlin - ELVA
Account Manager(m/w/x)
Full-timeOn-siteJuniorBerlinfrom 50,000 - 60,000 / year