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About the Role

Own the client experience from signed quote to a mandate that runs smoothly, including onboarding, identity verification (KYC), know your business (KYB), platform adoption, and early churn prevention.

Responsibilities

• Own the Sales-to-Service handoff, taking full context from Sales regarding client challenges, prior-advisor situation, expectations, and business goals.
• Run onboarding end to end, guiding clients through platform registration, document upload, identity verification, engagement-letter signature, and data takeover.
• Coordinate final approval with Tax Operations and Wirtschaftsprüfer.
• Execute KYC/KYB checks, collecting and verifying identification, documentation, and information.
• Pre-check client-acceptance criteria, assign risk classifications, and coordinate steps to a final decision.
• Drive platform adoption by running intro walkthroughs, teaching clients platform navigation, and setting a check-in cadence.
• Prevent early churn by monitoring the onboarding funnel and engagement signals, and coordinating mitigation for at-risk clients.

Requirements

• 3+ years in Customer Success, client onboarding, implementation, or account management in a B2B environment.
• German at full professional fluency (C1+) is required.
• Fluent English for internal collaboration.
• Experience with regulated, compliance-heavy processes.
• Familiarity with KYC/KYB and AML (GwG) is a strong plus.
• Ability to execute precise, documented, checklist-driven work.
• Strong writing skills for clear, warm, and precise client emails and clean internal documentation.
• Comfortable using CRM, Slack, and Notion.
• High empathy and de-escalation skills.
• High context and high agency, working across teams and pushing back on process friction.

Skills

• Customer Success
• Client Onboarding
• Implementation
• Account Management
• SaaS
• Fintech
• Professional Services (Tax, Accounting, Audit)
• KYC/KYB
• AML (GwG)
• CRM
• Slack
• Notion

Location

• Berlin Prenzlauer Berg
• Remote

Work Type

• Hybrid
• Remote

Experience Level

• 3+ years

Salary/Compensations

• Above market compensation package

Benefits

• 30 vacation days per year
• Half-days on December 24 and 31
• Urban Sports Club Mitgliedschaft
• Sachbezüge/Coupons to over 200 partners
• Deutschland Ticket
• Company pension scheme (bAV)
• Modern equipment setup
• Weekly team lunches
• Office BBQs
• Dinner budget for late nights after 8 p.m.

About the Company

• Integral Group was founded in October 2024 and is one of Germany's fastest-growing startups.
• We're building one of the leading AI-native platforms for accounting, payroll, and tax for business owners.
• We combine our digital platform with the expertise of tax advisors and auditors.
• A team of 50+ (and growing) ambitious, diverse experts, 20%+ ex-founders, learning and building together.