(senior) Client Success Data & Reporting Expert (m/f/x)

(Senior) Client Success Data & Reporting Expert (M/F/X)

Scalable Capital is a leading digital investment platform in Europe. The company empowers everyone to shape their financial future. Scalable Broker makes it easy and affordable for clients to invest professionally in stocks, ETFs and other exchange-traded products and 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 renowned B2B partners. With the European Investor Exchange (EIX) Scalable Capital offers a stock exchange for retail investors in Europe. Over 27 billion euro is held on the platform by more than one million clients. Scalable Capital was founded in 2014 and employs more than 500 people at its offices in Munich, Berlin, Vienna, and London. Together with the founding and management team around Erik Podzuweit and Florian Prucker, they are working on a new generation of financial services.

Job Description

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.

You'll design and implement processes and requirements from scratch, proactively identifying areas for optimisation.

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.

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.

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.

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

You completed a degree in Business Administration, Data Science, Mathematics, or a related field.

You bring several years of relevant professional experience, ideally in a comparable data role within a client service environment.

You have a deep understanding of data modelling, reporting tools (e.g., Salesforce dashboards, BI tools), and data pipelines.

You can break down complex projects into clear structures and deliver solutions that are effective beyond your immediate team.

You are capable of leading projects without constant supervision and making well-founded decisions.

You can communicate complex topics clearly and concisely to stakeholders at various seniority levels.

You are a valued colleague and able to act as a role model and inspire others.

You identify trends, derive strategic recommendations from them, and actively drive the development of our products and services.