Nikolai Reifschneider
Sales Manager Dach Insurance & Asset Manager @cleversoft group
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WORK HISTORY
Sales Manager Dach Insurance & Asset Manager @cleversoft group
Munich, DE
Leading New Logo acquisition within the insurance and asset management sectors. I focus on replacing manual reporting efforts with automated document generation, helping clients stay ahead and always compliant with regulatory requirements. Through optimized investment marketing for funds and unit-linked products insurers stay ahead of competition and gain a competitive advantage.• Sales Execution: Driving high-value New Business by selling automated solutions for complex regulatory frameworks including DORA, Solvency II, PRIIPs, and KYC.• Value Proposition: Enabling clients to transform regulatory burdens into technical assets through automated document generation and streamlined investment marketing workflows.
EDUCATION
QUT (Queensland University of Technology)
Semester Abroad, International Finance, Strategic Management, Entrepreneurship
Frankfurt School of Finance & Management
Master of Finance (M.Sc.), Capital Markets
Frankfurt School of Finance & Management
Bachelor of Science (B.Sc.), Business Administration
SKILLS
ABOUT NIKOLAI REIFSCHNEIDER
From vocational secondary school to investment banking.I’ve proven to myself that almost anything is possible if you believe in your own path. After a car mechanic apprenticeship, I fought my way back to school to complete my Master’s at the Frankfurt School of Finance & Management. Along the way, I gained experience at Postbank (Deutsche Bank Group) and within Equity Capital Markets (ECM) at Commerzbank AG. Where there is a will, there is a result!This path led me to the Commodities Sales Trading Desk at Commerzbank, where I developed a passion for high-stakes environments and institutional advisory. This drive for new logo acquisition soon defined my way in strategic business development. At Enmacc, I marketed digital platform access to European energy houses for over-the-counter (OTC) power and gas trading. I generated new business with high five-figure TCVs, managing complex cycles across stakeholders—from traders and risk managers to IT directors and executives—to drive market liquidity.I applied this same drive to Insider Week, where I built and led a sales team of five for high-ticket trading education. In my first three months, I personally generated more revenue than the previous team achieved in an entire year. Based on this success, I coached the team and implemented a fully automated CRM ecosystem—including auto-dialers and automated lead logistics—scaling revenue to over €1M in the first quarter.This focus on institutional growth continued at Debtvision (LBBW Group), where I led the market launch of a digital primary market platform for Schuldscheindarlehen (SSD). I developed the GTM strategy and managed onboarding and demos for a network of Sparkassen, Volksbanken, and international banks to establish digital standards in the DCM market.Currently at cleversoft, I manage new business acquisition for insurers and asset managers. I help institutions eliminate manual overhead for requirements like DORA, Solvency II, PRIIP, and KYC. My goal is to transform regulatory burdens into technical assets, providing a competitive edge through optimized investment marketing. We make it easy for insurers and asset managers to market their products; if you need to reduce manual reporting effort, let’s talk.In my spare time, I manage a private multi-asset portfolio (FX, Options, ETFs). I recently began using AI models like Google Gemini and NotebookLM to master complex topics like the German pension reform (Altersvorsorgereform) in record time.Reach out to exchange ideas on sales architecture, Fintech trends, or to grow your network.
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