Customer Success Specialist, NAO
Co-investment platform
Job no longer available
Co-investment platform
21-100 employees
Job no longer available
21-100 employees
Company mission
To open access to exclusive investment opportunities, such as private equity, venture capital, and individually structured capital market investments, for everyone.
Role
Who you are
- We’re looking for someone empathetic, patient, and team-oriented, with a degree in economics, psychology, or a related field, and ideally experience in fintech or finance
- Proficiency in German and English is essential, with additional languages as a plus
- Education & experience: Degree in economics, psychology or business psychology, or a comparable field is a plus. Initial experience through relevant internships or working student activities in the fintech / financial industry or customer success is desirable
- Personal strengths: Empathetic, patient, meticulous and polite - you understand how to respond to the needs of customers
- Team spirit & communication: You enjoy working in a team and love contact with customers. Very good German and English skills are a must; other languages are an advantage
- Solution-oriented: You think in terms of solutions rather than problems and are prepared to explain complex issues in an understandable way
What the job involves
- As a Customer Success Specialist, you will ensure exceptional client support by managing inquiries, educating clients on new asset classes, and resolving challenges with a solution-focused approach
- You’ll collaborate with product teams to incorporate client feedback and improve our platform while fostering strong client relationships
- Building and developing the Customer Success Team: Create processes that provide excellent support to our customers
- Manage customer requests: Be the first point of contact for our customers and help with questions about trading, payments and private markets
- Translate customer requests: Work closely with our product and investment teams. Incorporate customer feedback directly into the further development of our platform
- Client Education & Support: Help our clients understand new asset classes and make informed investment decisions
- Complaint Management: Find solution-oriented approaches to complex issues and ensure that clients remain satisfied
Our take
NAO is a financial platform which strives to dismantle barriers to investing and to democratise wealth accumulation.
Pioneering a shift towards inclusivity, NAO offers a co-investment platform for a diverse community of digital-native investors. The company distinguishes itself from traditional investment firms and brokerages by curating a vast array of investment opportunities, reducing the minimum investment thresholds, and building a user-friendly digital interface.
NAO has recently closed a seed funding round led by Zeitgeist X Ventures. This will accelerate its product development and help to scale the company, allowing it to develop more investment opportunities and reach new customers who are traditionally unserved by investment firms. Through NAO's approach, private equity, venture capital, and custom capital market investments are no longer for the few.
Freddie
Company Specialist at Welcome to the Jungle
Company
Funding (last 2 of 3 rounds)
Mar 2025
$1.2m
ANGEL
Dec 2024
$3.8m
EARLY VC
Total funding: $6.7m
Company HQ
Mitte, Berlin, Germany
Leadership
Robin Binder
(CEO)Graduated from the Power Business School with an MBA in Business Strategy, Entrepreneurship, Marketing, Innovation & Digital Transformation. Previously the Managing Director at ZEITGEIST GROUP.
Philipp Nowakowski
(CTO)Graduated from the University of Mannheim with a Master's Degree in Computer Science. Previously the CTO then CEO of Upnext. Is also Founder & CEO of YND Consult.
Amel Hasanovic
(CPO)Graduated from Maastricht University with an MS in Entrepreneurship & Business Management. Previously the Head of Product at nextmarkets and an Application Manager at Flossbach von Storch.
Salary benchmarks
We don't have enough data yet to provide salary benchmarks for this role.
Submit your salary to help other candidates with crowdsourced salary estimates.
Share this job