Client Servicing Team Lead
Core
Lead a client servicing team supporting sophisticated investors (asset managers, insurers, pension funds) in the DACH region using a cloud-native investment management platform.
Role type
Senior people manager / Team Lead
Builds
Client servicing operations, team performance, and client delivery processes
Domain
Fintech / Investment Management / DACH region
Deliverable
client delivery | dashboards & analysis
Required skills
People leadership, team management, client relationship management, KPI tracking, process improvement, stakeholder escalation, data analysis
Preferred skills
Investment accounting knowledge, insurance market concepts, Salesforce, Workday, Power BI
Technologies
Salesforce, Workday, Power BI, Excel (VLOOKUP, SUMIF, Pivot Tables, VBA)
Responsibilities
Lead and manage a team of client servicing professionals, own performance reviews and career growth, design and track quantitative/qualitative metrics (NPS, CSAT, SLA, churn), lead SteerCos and client reviews, partner with product teams to improve tooling and processes, ensure seamless client onboarding
Seniority
Senior, hands-on IC with people management focus
