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Customer Solution Consultant(m/w/x)
Managing 100+ customer portfolios for a Treasury Management System, driving product adoption and optimizing tool setups for mid-market companies. 3-4 years in Finance/Treasury or B2B SaaS customer-facing roles, with native German and fluent English, required. €100 monthly lunch budget, Agicap Academy Mini-MBA access provided.
Requirements
- 3-4 years of professional experience in Finance/Treasury or customer-facing roles, preferably in B2B SaaS or ideally in FinTech
- Treasury/Corporate Finance knowledge through education or work experience
- Native German and fluent English
- Proactive nature and continuous drive for improvement
- Ability to excel in a dynamic growth environment and adapt to challenges
- Excellent listening skills, customer-centric mentality, and empathy towards users
- Ability to work with diverse teams (Sales, CS, Tech, Product, etc.)
Tasks
- Manage a portfolio of over 100 customers
- Drive product adoption and identify upsell opportunities
- Analyze Treasury and Corporate finance workflows
- Improve customers' tool setup continuously
- Become a product expert to maximize customer value
- Facilitate internal knowledge transfer
- Understand customer needs and advocate for them
- Collaborate with Commercial Account Managers for growth opportunities
- Work closely with adjacent teams to achieve customer objectives
Work Experience
- 3 - 4 years
Education
- Compulsory education
Languages
- German – Native
- English – Business Fluent
Benefits
Free or Subsidized Food
- €100 Monthly Lunch Budget
Snacks & Drinks
- Large Office with snacks and drinks
Learning & Development
- Access to Agicap Academy Mini-MBA
Not a perfect match?
- ValsightFull-timeWith HomeofficeExperiencedBerlin
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Customer Solution Consultant(m/w/x)
Managing 100+ customer portfolios for a Treasury Management System, driving product adoption and optimizing tool setups for mid-market companies. 3-4 years in Finance/Treasury or B2B SaaS customer-facing roles, with native German and fluent English, required. €100 monthly lunch budget, Agicap Academy Mini-MBA access provided.
Requirements
- 3-4 years of professional experience in Finance/Treasury or customer-facing roles, preferably in B2B SaaS or ideally in FinTech
- Treasury/Corporate Finance knowledge through education or work experience
- Native German and fluent English
- Proactive nature and continuous drive for improvement
- Ability to excel in a dynamic growth environment and adapt to challenges
- Excellent listening skills, customer-centric mentality, and empathy towards users
- Ability to work with diverse teams (Sales, CS, Tech, Product, etc.)
Tasks
- Manage a portfolio of over 100 customers
- Drive product adoption and identify upsell opportunities
- Analyze Treasury and Corporate finance workflows
- Improve customers' tool setup continuously
- Become a product expert to maximize customer value
- Facilitate internal knowledge transfer
- Understand customer needs and advocate for them
- Collaborate with Commercial Account Managers for growth opportunities
- Work closely with adjacent teams to achieve customer objectives
Work Experience
- 3 - 4 years
Education
- Compulsory education
Languages
- German – Native
- English – Business Fluent
Benefits
Free or Subsidized Food
- €100 Monthly Lunch Budget
Snacks & Drinks
- Large Office with snacks and drinks
Learning & Development
- Access to Agicap Academy Mini-MBA
About the Company
Agicap
Industry
FinancialServices
Description
Agicap is a fast-growing company that provides a Treasury Management System for mid-market companies to manage and forecast cash efficiently.
Not a perfect match?
- Valsight
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