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

Description

Job Overview

• Source: Arbeitnow
• Location: Mainz
• Job Type: Full-Time

Job Description

Investmentbuilder ist einer der am schnellsten wachsenden Premiumdienstleister für Unternehmer-Vermögensarchitektur in Deutschland.

Wir beraten Unternehmer, Selbstständige und Topverdiener zu Holdingstrukturen, Steueroptimierung, betrieblicher Altersvorsorge, Kapitalanlageimmobilien und alternativen Investments. Unsere Angebote gehen von 7.500 € bis 75.000 € – und unsere Kunden erwarten messbare Ergebnisse, keine netten Gespräche.

100.000+ Follower über unsere Social-Media-Kanäle. Ein Team, das liefert.

Unser Büro in Mainz: 330qm, Dachterrasse.

Fulfillment ist bei uns keine Supportfunktion. Fulfillment ist Wiederkauf, Referral und Reputation.

Aufgaben

Als Account Manager verantwortest du den gesamten Kundenprozess nach dem Onboarding – von der ersten Roadmap bis zum abgeschlossenen Projekt und dem nächsten Upsell.

Du bist nicht Verwalter. Du bist Ergebnisverantwortlicher.

Täglich:

• Kunden-Status prüfen: Blocker, offene To-dos, Deadlines – proaktiv, nicht reaktiv

• Kundenkommunikation führen: klar, strukturiert, ohne dass Kunden nachhaken müssen

• Interne Koordination mit Beratern, Steuer-/Legal-Experten und Backoffice

• Deliverables prüfen und freigeben: fachlich und optisch auf Premium-Niveau

• Risiken früh erkennen und eskalieren – bevor es knallt

Wöchentlich:

• Kunden-Review: Fortschritt, Ergebnisse, nächste Schritte

• Fulfillment-Woche planen: Kapazitäten, Prioritäten, Deadlines

• Upsell- und Upgrade-Potenziale identifizieren und an Vertrieb übergeben

• Case Capture: Kundenergebnisse dokumentieren für Marketing und Vertrieb

Inhaltlich begleitest du Projekte zu:

• Holdingstruktur (GmbH + Holding-GmbH, steuerliche Vorteile)

• Betriebliche Altersvorsorge für GGF (Pensionszusage, U-Kasse, Direktversicherung)

• Kapitalanlageimmobilien (Cashflow, AfA, Finanzierung)

• Steueroptimierung und Firmenstruktur

• Alternative Investmentfonds und Club Deals (Grundkenntnisse)

Du musst kein Steuerberater sein – aber du musst Kunden inhaltlich führen, Fragen einordnen und korrekt eskalieren können.

Kunden-Rhythmus:

• Onboarding SLA: innerhalb 48–72h nach Deal startklar (Kickoff, Ziele, Roadmap)

• Wöchentlich: Statusupdate + nächste Schritte + Deliverables

• Quarterly: Outcome Report + Plan nächste Phase + Upsell-Gespräch

Qualifikation

• 2–5 Jahre Erfahrung im Account Management, Client Success, Projektmanagement oder Beratung

• Idealerweise Hintergrund in Finanzberatung, Steuerberatung, Wirtschaftskanzlei oder ähnlichem

• Nachweisliche Ergebnisse: NPS > 8, Retention > 80 %, Upsell- oder Verlängerungserfahrung

• Extrem organisiert und proaktiv: du wartest nicht, du handelst

• Kommunikationsstark schriftlich und im Call – Premium-Tonalität

• Deutsch C2, sauberes Auftreten

• Du wohnst in oder um Mainz – oder bist bereit umzuziehen

Inhaltliche Basis (Pflicht oder schnelle Lernbereitschaft):

• Grundverständnis Holdingstruktur und steuerliche Optimierung

• Grundkenntnisse betriebliche Altersvorsorge (bAV) für GGF

• Interesse an Kapitalanlageimmobilien, alternativen Investments

• Verständnis für Unternehmerprobleme: Steuerlast, Vermögensschutz, Altersvorsorge

Nice to have:

• Erfahrung mit Notion, Google Workspace, Projektboards

• Erfahrung in der Begleitung von Beratungsprojekten mit mehrmonatiger Laufzeit

• Eigenes Interesse an Vermögensaufbau und Unternehmertum

Was wirklich zählt:

Du siehst ein Problem, bevor der Kunde es sieht.

Du lieferst Ergebnisse, nicht Aktivitätsberichte.

Und du verstehst: bei Premium-Kunden ist Vertrauen alles – und du bist derjenige, der es hält.

Benefits

• Performance-Bonus: 500 – 1.500 €/Monat (NPS, Retention, On-Time Delivery)

• Upsell-Provision: 3–5 % auf vermittelte Upsell-Deals

• Keine starre Obergrenze – wer echte Ergebnisse liefert, wird entsprechend vergütet

Arbeitsplatz & Umfeld:

• Vor Ort in Mainz – 330qm Büro mit Dachterrasse

• Vollzeit, enge Zusammenarbeit mit Beratern, Vertrieb und Gründer

• Start ab sofort

Inhalt & Entwicklung:

• Du arbeitest täglich mit echten Unternehmer-Mandaten: Holding, Steuerstrategie, bAV, Immobilien

• Tiefes Wissen, das in keiner anderen Rolle so schnell aufgebaut werden kann

• Direkte Mitgestaltung: du verbesserst Prozesse, Templates und Standards

• Langfristige Perspektive: Senior Account Manager, Team Lead Fulfillment

Sprachen: Deutsch (C2 erforderlich)

Standort: Mainz

Reisebereitschaft: gelegentlich (Kundentermine)

Führerschein: nicht erforderlich

Startdatum: ab sofort

Berufserfahrung: 2–5 Jahre

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Expert Career Tips for Account Manager / Fulfillment Manager (m/w/d) Roles

To succeed in a competitive market as a Account Manager / Fulfillment Manager (m/w/d), you need more than just technical skills. Here are some expert strategies to elevate your profile:

• Build a Strong Portfolio: For technical roles, a clean GitHub or a personal project site is essential. For non-technical roles, a case study portfolio demonstrating problem-solving and impact is equally valuable. Show, don't just tell, what you have achieved in your previous positions.
• Master the Narrative: When interviewing, use the STAR method (Situation, Task, Action, Result) to structure your answers. Quantify your results wherever possible—mentioning "increased efficiency by 20%" is much more impactful than saying "improved efficiency."
• Continuous Learning: The industry moves fast. Whether it's staying updated with the latest AI tools or mastering a new management methodology, continuous professional development is key. Consider obtaining industry-recognized certifications that align with Account Manager / Fulfillment Manager (m/w/d) requirements.
• Networking: Connect with other professionals in similar roles. Join online communities, attend webinars, and engage in meaningful discussions on professional social networks. Often, the best opportunities come through referrals and community engagement.
• Soft Skills Matter: Communication, empathy, and leadership are often the deciding factors between two equally qualified technical candidates. Cultivate these skills as they are universally valued across all industries and seniority levels.

Additionally, research the specific company's culture and values. Tailoring your application to show how you align with their mission can significantly increase your chances of moving forward in the process.

Salary & Compensation

Salary not disclosed; typically competitive for the role.

Work Arrangement

Type: On-Site

Standard business hours at the office.

Comprehensive Application Strategy & Hiring Process

Applying for a new role is a marathon, not a sprint. Follow this strategic approach to maximize your success rate:

1. Initial Research & Tailoring

Don't send the same resume to every employer. Spend at least 30 minutes researching the company. Look for recent news, their product roadmap, and their team structure. Modify your summary and core competencies to reflect the specific keywords found in the job description.

2. The Perfect Cover Letter

If the application allows for a cover letter, use it to tell a story that your resume cannot. Explain why you are passionate about this specific company and how your unique background makes you the perfect fit for the challenges they are currently facing.

3. Navigating the Multi-Stage Interview

Most modern hiring processes involve 3-5 stages. This typically includes a recruiter screen, a technical or skill-based assessment, a peer interview, and a final leadership round. Prepare for each stage differently: focus on enthusiasm and fit for the recruiter, technical depth for the assessment, and strategic vision for the leadership round.

4. Post-Interview Follow-Up

Always send a personalized thank-you note within 24 hours of each interview. Reference a specific topic discussed during the call to demonstrate your active listening and genuine interest in the role.

By following these steps, you demonstrate a high level of professionalism and attention to detail that sets you apart from the average applicant.

Typical Interview Process

1. Resume screening
2. HR call
3. Skill interview
4. Final manager interview
5. Offer

Tip: Research the company's products and culture.

Global Market Intelligence & Relocation Insights

At JobSetuu, we specialize in helping talent navigate the global job market. Here is what you need to know about the current landscape in Mainz and beyond:

The demand for skilled professionals is increasingly borderless. For roles based in Mainz, understanding the local cost of living, visa requirements (if applicable), and cultural nuances is vital. If this is a remote role, consider the time zone alignment and the asynchronous communication culture of the hiring organization.

Relocation Support: Many forward-thinking companies offer relocation packages that include moving stipends, temporary housing, and legal assistance with work permits. When evaluating an offer, look beyond the base salary—consider the total compensation package, including equity, bonuses, and healthcare benefits.

Work-Life Balance Trends: Hybrid and remote work have become standard in many regions. Research the local labor laws and common practices regarding work hours and vacation time to ensure the role aligns with your lifestyle goals.

Leveraging JobSetuu's tools can help you compare salaries across different cities and understand the "purchasing power" of your potential offer, ensuring you make an informed decision for your long-term career path.

Skills & Competency Roadmap for Professional Development

To remain competitive in Professional Development, we recommend focusing on the following core competencies over the next 12-18 months:

• Technical Mastery: Deepen your expertise in the core tools and languages relevant to your field. For developers, this might be cloud architecture; for marketers, it might be data-driven attribution modeling.
• AI Augmentation: Learn how to leverage generative AI and automation tools to increase your productivity. Understanding how to integrate these technologies into your workflow is becoming a non-negotiable skill.
• Leadership & Strategy: Even in individual contributor roles, the ability to think strategically and lead projects from inception to completion is highly valued. Focus on stakeholder management and high-level project planning.
• Data Literacy: The ability to interpret data and use it to drive decisions is essential across all business functions. Familiarize yourself with data visualization and basic analytical concepts.

By investing in these areas, you not only prepare yourself for the role you are applying for today but also build a resilient foundation for the opportunities of tomorrow.

Apply via JobSetuu

Discover your next career milestone on JobSetuu. This Account Manager / Fulfillment Manager (m/w/d) position is part of our commitment to bringing you the most relevant and high-impact job openings globally. At JobSetuu, we simplify your job search by aggregating premier listings and providing the tools you need to stand out. Don't miss the chance to elevate your professional journey—explore more opportunities and career insights on our platform today.