Client Success Manager

At Evooq, we are building an ecosystem of solutions that combine data, technology and investment expertise.

Finance professionals use our solutions to rapidly identify investment opportunities, make informed decisions and manage the risk and the lifecycle of the investments. Moreover, Evooq is organized according to a flat structure, through highly autonomous teams and by privileging trust and responsibility.

As a Client Success Manager within the Client Success department at Evooq, your primary responsibility is to lead onboarding projects for new clients. In addition, you will be the main point of contact and trusted advisor for our existing clients, focusing on building and nurturing strong, lasting relationships.

Project & Onboarding Management

• Leading implementation projects to onboard Independent Asset Managers onto our Wealth Platform for IAM including requirements gathering, client specific configurations, custody bank interface configurations, initial portfolio data load and data migration as well as the coordination of 3rd party providers.
• Identifying and implementing product extensions based on client feedback in collaboration with the product management including requirements gathering, business solution design, roadmap definition and solution implementation.
• Ensure excellent project execution and client satisfaction, on-time and within budget.
• Define and manage project governance, schedule, milestones, stakeholders, deliverables, risks and budget.
• Participate in onboarding methodology improvement.
• Conduct training with end users and produce related materials.

Client Management

• Act as a trusted advisor, offering expert guidance and support to clients.
• Cultivate and maintain strong, long-lasting relationships with clients to achieve satisfaction and retention.
• Maximise client utilisation and adoption of Edgevooq products and services, providing guidance and best practices to ensure they gain full value from their investments.
• Driving enhancements of our technology platform based on client feedback.
• Track and analyse key metrics, such as product usage, and client satisfaction, providing insights for continuous improvement.

• 3+ years of professional experience in the financial services or consulting industry with an excellent track record and a strong focus on client implementation projects
• Academic degree in a relevant area such as finance, business or business computer science
• Good knowledge in financial products, banking and wealth management processes or compliance
• Have a can-do attitude and can take and execute decisions, in collaboration with your team
• Client-oriented and easy to speak with clients
• Client-facing position requiring excellent communication and interpersonal skills
• Excellent organizational skills and ability to manage several projects in parallel
• Multitasking and time-management skills, with the ability to prioritize tasks
• Experience in project management and Agile delivery methods
• Strong team player, comfortable to work in an environment with flat hierarchies
• Able to work in a dynamic team environment, perform under pressure and meet deadlines
• Fluency in English and German is a must; proficiency in additional languages such as Italian or French is considered a plus."

Why us

• Work autonomously with cutting-edge technologies deployed to the financial markets
• Work on great projects with talented people
• Friendly, international and highly experienced team
• Strong team spirit and collaborative style of working
• Possibility of 2 days remote work per week (within Switzerland)
• Extra-activities, team building
• Location close to the train station and the city center

Evooq is a global provider of technology-driven solutions for wealth and asset managers. We aim to radically simplify the investment process and make investments more accessible and more understandable for professional investors and their clients.

Our clients include some of the world’s largest banks, as well as wealth management companies and pension funds across Europe and Asia.

We are headquartered in Lausanne and have offices in Zurich, Geneva, Fribourg and Singapore.