Customer Success Team Lead

Vor 5 Tagen

Wien, Österreich Othis Vollzeit

Introduction of Othis

The typical private banking client is changing - the new generation of high net-worth individuals is globally-connected, digitally-native, and risk affine. This growing population is looking for an on-demand, personalised, and digital wealth management experience that is not available and largely misunderstood by the current system.

Othis provides this missing alternative to traditional private banking. Our mission is to empower personal wealth management.

With Othis, clients no longer face the chaos of having to juggle multiple bank and brokerage portals; data is automatically aggregated from all connected accounts. Alternative assets, such as venture capital, that are not handled by traditional financial firms, can be processed by Othis. All this data is neatly organized and presented in a single intuitive dashboard, available on mobile and web.

In the future, Othis aims to become a full-service, tech-first wealth management company that helps clients organize, optimize, and grow their wealth in a holistic and professional manner.

Tasks

Your mission

**What you'll achieve in the first 12 months**:

- Set up the foundation of the customer success team, including content, processes, and tools required to ensure an exceptional client onboarding experience.
- Empower more than 1000 of high-net-worth individuals with professional financial software through personalized 1-1 onboarding calls.
- Contribute to the product development roadmap with prioritized client feedback and requests.
- Hire, educate, and train a team of onboarding specialists dedicated to empowerment of the new generation of high-net-worth professionals.

Does this sound like a new challenge for you? We are here to assist your transition. If you previously worked in luxury hospitality or fashion, we are more than happy to hear from you

**Requirements**:
About You
- You have 3+ years of experience maintaining high touch relationships in a customer-facing role, preferably working with high net-worth individuals (HNWI).
- You have experience with different types of customer success setups with direct exposure to one of the following areas: onboarding, retention, upselling.
- You have an outgoing personality and take great pride and responsibility in the opportunity to empower and equip others.
- You are skilled in effective communication and act thoughtfully in articulating any recommendations.
- You have a strong work ethic with impeccable follow-through for clients and your cross-functional teams.
- You speak German natively and English fluently.

**Benefits**:
What we offer

We believe that great achievements are possible when everyone on the team feels valued and fairly compensated.

We are committed to offering attractive and competitive compensation - no matter the location - that provides you with a comfortable living and the opportunity to build substantial wealth from owning a part of the company.

We are a hybrid team distributed across 5 countries but have our HQ in Vienna. We offer everyone the opportunity to relocate to Austria and provide the necessary legal support to make it happen.

**Please note**: this position is based in Vienna, Austria. However, we welcome applicants from across the EU who can travel frequently to our head office.

Our interview process

1. Screening interview with the hiring manager
**2. Professional assessment**: you will be given a home assignment to showcase your experience
3. Team fit interview with members of the product team
4. Character fit interview with our CEO
5. Reference check and offer

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