Customer Success Associate working with clients to enhance their experience with Beam's financial solutions. Facilitating onboarding, relationship management, and customer satisfaction.
About the role
- Customer Success Manager overseeing client needs and project management in Insurance & Banking. Collaborating with teams to deliver digital solutions and maintain strong customer relationships.
Responsibilities
- You identify new requirements and needs of our clients and develop compelling solution approaches based on them (Business Analysis & Requirements Engineering)
- You prepare presentations and proposals for prospects and existing clients
- You take responsibility for project deadlines and coordinate cross-disciplinary teams
- You structure complex products into clearly defined releases and co-create MVPs with the client that can be implemented and launched quickly
- You work closely within the team while also independently taking ownership of your projects
- As the link between business and IT, you lead digital projects and actively promote the continued development of our customer relationships
- You collaborate with developers, business analysts, designers and other team members across multiple locations
- You design and facilitate workshops to capture both obvious and hidden customer requirements
- You actively maintain and develop your assigned customer accounts, identify upsell and expansion opportunities early and position new solutions together with the client
Requirements
- A university degree, ideally in Business Administration, Business Informatics (Information Systems) or a related field
- At least 3 years of experience in customer-facing roles or in account/project management, ideally in a digital environment
- A high degree of independence, a strong hands-on mentality and the ability to quickly assume responsibility
- A structured working style, reliable time management and a drive to work efficiently and autonomously
- Strong communication skills — written and verbal — in both German and English (additional languages are a plus)
- A strong affinity for technical topics and/or digital platform solutions
- A confident presence in client meetings and presentations
- Experience in project management, particularly when working with interdisciplinary, international teams
- High self-motivation, decisiveness and adaptability in a dynamic environment
Benefits
- Flexible working arrangements — work remotely, from our offices at The Circle, Zurich Airport, or take advantage of workation options
- Exciting and varied projects with real challenges and visible impact
- An open, team-oriented culture with room for individual initiative
- A working environment that supports your professional and personal growth
- A young, innovative team that sometimes stays for after‑work gatherings
Job title
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Not specified
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