Client Servicing Team Lead (Fintech)

Location: Office - Frankfurt, Germany

Company

hirify.global provides a cloud-native, front-to-back investment management platform for institutional investors and is expanding its fintech operations in the DACH market.

What you will do

• Lead and manage a team of client servicing professionals, allocating work and ensuring high-quality delivery.
• Conduct regular one-to-ones and biannual performance reviews, while supporting training and career development.
• Design and track quantitative and qualitative metrics including NPS, CSAT, SLA delivery, retention, churn, automation improvements, and employee attrition.
• Lead steering committees and client relationship reviews, acting as an escalation point for client issues.
• Partner with product management, development, and sales teams to improve tooling, client offerings, and scalable operational processes.
• Ensure smooth transitions from client onboarding into steady-state servicing operations and use Salesforce, Workday, and Power BI to monitor performance.

Requirements

• Fluency in German and English is essential.
• Bachelor's degree in Accounting, Finance, Business, Mathematics, Sciences, or a related field.
• 7+ years of relevant experience in finance or fintech, with investment accounting or investment operations knowledge preferred.
• At least 2 years of successful people management experience.
• Experience delivering measurable weekly and monthly KPIs.
• Strong Excel and Microsoft Office skills, including VLOOKUP, SUMIF, Pivot Tables, and VBA, plus clear communication, documentation, organisation, attention to detail, and problem-solving skills.

Nice to have

• Familiarity with insurance and investment management market concepts.

Culture & Benefits

• Collaborative and supportive team environment in Frankfurt.
• Opportunity to influence the DACH client experience and work with leading institutional clients.
• Work from the brand-new Opernturm office.
• Competitive compensation and comprehensive benefits.
• Work in a high-growth fintech focused on transforming investment management.