(Senior) Client Success Data & Reporting Expert (m/f/x) at Scalable GmbH

Berlin, Berlin, Germany -

Full Time

Start Date

Immediate

Expiry Date

12 Jan, 26

Salary

0.0

Posted On

14 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Data Collection, Data Analysis, KPI Definition, Process Management, Reporting, Data Quality, Problem-Solving, Communication Skills, Interpersonal Skills, Data Modelling, Salesforce Dashboards, BI Tools, Project Management, Mentoring, Strategic Recommendations, Fluent English

Industry

Financial Services

Description

Company Description Scalable Capital is a leading digital investment and banking platform with a full banking licence, empowering people across Europe to shape their own finances. Scalable Broker makes it easy and affordable for clients to invest professionally in stocks, ETFs, cryptocurrencies, and derivatives, as well as set up savings plans. Scalable Wealth, the digital wealth management service, offers clients professional investment in ETF portfolios, and is also adopted as a white-label solution by banks and other B2B partners. The company’s offerings are rounded off by attractive interest rates, loans, and private equity. With the European Investor Exchange, Scalable Capital offers an exchange specifically for retail investors. Over one million clients have already entrusted more than €30 billion to the platform. Founded in 2014, Scalable Capital now employs over 700 people across Munich, Berlin, Vienna, Milan, and London. Together with the founding and management team, including Erik Podzuweit and Florian Prucker, they are working on a new generation of financial services. Visit our finance blog or check out our Social Media channels to find out what our Expert Teams have to say. Our Company Values guide us every day in how we work and collaborate. To learn more about them, you can find our values here (English). Job Description Strategic Design & Ownership: You'll take full ownership of the data collection, preparation, and analysis within Client Success. This includes the definition of KPIs and the way they are tracked. Process Management for Data Management: You'll design and implement processes and requirements from scratch, proactively identifying areas for optimisation. Reporting & Insights: You'll be responsible for developing and maintaining our reporting landscape using dashboards and reports. This includes creating volume forecasts, analysing key performance indicators (KPIs), and strategically preparing these insights for management and other departments. Mentoring & Leadership: You will act as a mentor and role model for more junior colleagues, supporting them in solving complex problems. You will actively share your knowledge and make a significant contribution to the team's development. Proactive Problem-Solving: You will be the central point of contact for all data-related queries, providing support for data exports and integration into other tools. You'll be able to translate complex issues into simple, understandable concepts. Quality Assurance & Process Optimisation: You will ensure data quality and continuously challenge existing processes. You'll drive initiatives to improve the status quo, whether through process automation or the introduction of new tools. Qualifications Education: You completed a degree in Business Administration, Data Science, Mathematics, or a related field. Expertise: You bring several years of relevant professional experience, ideally in a comparable data role within a client service environment. Comprehensive Expertise in Data Handling: You have a deep understanding of data modelling, reporting tools (e.g., Salesforce dashboards, BI tools), and data pipelines. Ability to Navigate Complex Structures: You can break down complex projects into clear structures and deliver solutions that are effective beyond your immediate team. High Degree of Autonomy and Decisiveness: You are capable of leading projects without constant supervision and making well-founded decisions. Excellent Communication Skills: You can communicate complex topics clearly and concisely to stakeholders at various seniority levels. Strong Interpersonal Skills: You are a valued colleague and able to act as a role model and inspire others. Proactive Recommendations: You identify trends, derive strategic recommendations from them, and actively drive the development of our products and services. Language skills: Fluent in English & advanced German Skills (B2) required Additional Information Be part of one of the fastest-growing and most visible Fintech startups in Europe, creating innovative services that have a substantial impact on the lives of our customers Work with an international, diverse, inclusive, and ever-growing team that loves creating the best products for our clients Work from our centrally located offices in the heart of Munich or Berlin, nestled in lively neighborhoods filled with vibrant restaurants, cozy cafés, and a wide range of convenient amenities or choose to work remotely within Germany (if eligible for the job) Be productive with the latest hardware and tools Learn and grow by joining our in-house knowledge sharing or career development sessions and spending your individual Education Budget Learn and experience German culture first hand by joining our free German language classes International relocation support is provided if required Flexible vacation policy and the opportunity to work from abroad Benefit from an attractive compensation package and from the company pension scheme Monthly contribution of 50% for the ‘Deutschland Jobticket’ Say goodbye to order commissions and say hello to your complimentary subscription of Scalable Capital's PRIME+ Broker Enjoy flexible and discounted sports activities with Urban Sports Club #LI-Hybrid

Responsibilities

You will take full ownership of data collection, preparation, and analysis within Client Success, including defining KPIs and tracking them. Additionally, you will develop and maintain reporting landscapes, create forecasts, and provide insights to management and other departments.