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MOMoonfare

Account Management Analyst(m/w/x)

Berlin
Full-timeOn-siteJunior

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

  • GermanNative
  • EnglishNative

Tools & Technologies

  • Hubspot
  • Tableau
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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