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Customer Success Manager (m/f/d)

Are you ready to break new ground with us? Then join us at one of our locations in Frankfurt or Munich as soon as possible as a Customer Success Manager.

Apply now

Job highlights

Frankfurt, Munich
Customer Success
Full time
 position(s) available

Why cleversoft

cleversoft is a leading provider of innovative compliance software for the financial services sector. With our cloud-based technologies and efficient SaaS services, we are shaping the future of the industry. Our experts in 4 countries work every day to expand our service portfolio and make it even better. We are a team of more than 180 colleagues - diverse personalities who all want to grow together with you.   

What we offer:

  • Being part of an established, successful company with a solid financial profile and well-known international clients
  • Working in a dynamic team with an open feedback culture
  • High level of responsibility and autonomous work
  • Competitive compensation
  • Excellent work-life balance with the option of home office days
  • Up to 30 days of vacation

You should have the following qualifications:

  • Apprenticeship in banking, insurance or comparable work-experience in the finance service sector. Your interlocutors are players from the financial community such as banks, insurance companies, capital management companies or asset managers and fiduciaries.  
  • Distinct service and customer orientation with a high understanding of quality.  
  • Ability to handle complex situations, manage conflicts and communicate it in a comprehensible manner.    
  • Solution-oriented and creative way of working with our customers and in the team.  
  • Experienced in the use of PCs and standard Microsoft applications, especially Outlook, Word, Excel and PowerPoint.   
  • Pro-active organizational skills to ensure smooth day-to-day collaboration with Service Managers and your team, both digitally and on-site.  
  • Excellent written and spoken English language skills. German is a clear plus.

Preferable (but not mandatory) would be also: 

  • First experience in using a CRM and/or Jira Service Management / Service Desk.
  • Further language skills are an advantage, but not strongly required  
  • Knowledge in the regulatory segment (MiFID, PRIIP, or also ESG and sustainability) or the compliance environment is advantageous  
  • Knowledge of SQL language and ability to write SQL queries  
  • Knowledge in the compliance environment (Financial Crime Prevention, Know your Customer)  

 Your responsibilities:

  • You are the first point of contact for our clients and interface between the specialist departments, IT and our partners.  
  • Furthermore, you are also the central contact person for the service managers on all operational issues, especially on service usage with typical KPIs.  
  • Being the expert for special technical questions you will support our customers in their onboarding process and day-to-day usage of our applications.
  • You  will process client requests by phone or e-mail for various topics in a structured manner via our ticketing system (Jira Service Desk).  
  • Creation and maintenance of service documentation, customer reporting as well as the support of your sales/IT support colleagues are part of your daily tasks.
  • You provide training sessions on our applications to customers.  

Apply now

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