Account Manager / Fulfillment Manager (m/w/d)

Investmentbuilder is one of the fastest-growing premium service providers for entrepreneur wealth architecture in Germany.

We advise entrepreneurs, freelancers, and high-income earners on holding structures, tax optimization, company pension plans, capital investment properties, and alternative investments. Our offers range from €7,500 to €75,000 – and our customers expect measurable results, not just nice conversations.

100,000+ followers across our social media channels. A team that delivers.

Our office in Mainz: 330 sqm, rooftop.

Fulfillment is not a support function at Investmentbuilder. Fulfillment is recall, referral, and reputation.

Aufgaben

As an Account Manager, you are responsible for the entire customer process after onboarding – from the first roadmap to the completed project and the next upsell.

You are not a manager. You are a results-oriented professional.

Daily:

• Check customer status: blockers, open tasks, deadlines – proactive, not reactive

• Conduct customer communication: clear, structured, without customers having to follow up

• Coordinate internally with consultants, tax/legal experts, and backoffice

• Review and release deliverables: professionally and visually on a premium level

• Identify risks early and escalate – before it blows up

Weekly:

• Customer review: progress, results, next steps

• Fulfillment week planning: capacity, priorities, deadlines

• Identify upsell and upgrade potential and hand it over to sales

• Case Capture: document customer results for marketing and sales

You will accompany projects on:

• Holding structure (GmbH + holding GmbH, tax benefits)

• Company pension plan for GGF (pension promise, U-kasse, direct insurance)

• Capital investment properties (cash flow, AfA, financing)

• Tax optimization and company structure

• Alternative investment funds and club deals (basic knowledge)

You don't have to be a tax consultant – but you must be able to guide customers, categorize questions, and correctly escalate them.

Customer rhythm:

• Onboarding SLA: within 48–72 hours after deal start (kickoff, goals, roadmap)

• Weekly: status update + next steps + deliverables

• Quarterly: outcome report + plan for the next phase + upsell conversation

Qualifikation

• 2–5 years of experience in account management, client success, project management, or consulting

• Ideally background in financial consulting, tax consulting, law firm, or similar

• Proven results: NPS > 8, retention > 80%, upsell or renewal experience

• Extremely organized and proactive: you don't wait, you act

• Strong written and verbal communication skills – premium tone

• German C2, neat appearance

You live in or around Mainz – or are willing to relocate

In-depth knowledge (compulsory or quick learning readiness):

• Basic understanding of holding structure and tax optimization

• Basic knowledge of company pension plan for GGF

• Interest in capital investment properties, alternative investments

• Understanding of entrepreneur problems: tax burden, wealth protection, pension planning

Nice to have:

• Experience with Notion, Google Workspace, project boards

• Experience in accompanying consulting projects with a duration of several months

• Personal interest in wealth building and entrepreneurship

What really matters:

You see a problem before the customer does.

You deliver results, not activity reports.

And you understand: with premium customers, trust is everything – and you're the one who holds it.

Benefits

• Performance bonus: €500–€1,500 per month (NPS, retention, on-time delivery)

• Upsell provision: 3–5% on mediated upsell deals

• No fixed upper limit – those who deliver real results will be compensated accordingly

Workplace & Environment:

• On-site in Mainz – 330 sqm office with rooftop

• Full-time, close collaboration with consultants, sales, and founders

• Start immediately

In-depth knowledge & development:

• You work daily with real entrepreneur mandates: holding, tax strategy, bAV, properties

• Deep understanding that can't be built up quickly in any other role

• Direct influence: you improve processes, templates, and standards

• Long-term perspective: Senior Account Manager, Team Lead Fulfillment

Languages: German (C2 required)

Location: Mainz

Travel readiness: occasional (customer meetings)

Driver's license: not required

Start date: immediately

Professional experience: 2–5 years