Evooq
FinTech
AccountManager
Neural analysis suggests this role is
optimal for mid candidates.
“Account Manager at Evooq. Skills: Client relationship management, Commercial growth, Platform adoption. Cultivate client relationships. Maintain client relationships”
What You'll Achieve.
Achieve revenue targets; Achieve growth objectives; Ensure client satisfaction; Ensure client retention
Industry & Context.
Issue resolution
What They're Looking For.
Must Have
Bachelor's degree in Business, 5+ years Account Manager experience, 5+ years client-facing role, Proficiency in data analysis, Proficiency in reporting tools, Strategic thinking, Develop account plans, Execute account plans
Nice to Have
German fluency, French fluency is an asset
What You'll Do.
Cultivate client relationships
Maintain client relationships
Drive client satisfaction
Drive client retention
Address client feedback
Facilitate issue resolution
Identify upsell opportunities
Identify cross-sell opportunities
Develop account plans
Achieve revenue targets
Achieve growth objectives
Manage contract negotiations
Manage contract renewals
Ensure contractual execution
Oversee account receivables
Ensure timely payments
Maximise product utilisation
Provide best practices
Inform clients about new products
Inform clients about features
Inform clients about enhancements
Understand evolving client needs
Align Evooq solutions
Track account metrics
Analyse account metrics
Collaborate with Sales
Collaborate with Marketing
Collaborate with Product
Collaborate with Support
Maintain pipeline reporting
Provide leadership updates
How You'll Work.
Team & Collaboration
Internal teams; Sales teams; Marketing teams; Product teams; Support teams
Communication Scope
Client communication; Expert guidance
Full Job Description
Evooq is the operating system for modern wealth management. We bring risk analytics, investment advice, structured products and compliance into a single, seamless flow — so wealth managers can focus on clients, not complexity. Trusted worldwide by some of the most demanding financial institutions, including global, private, cantonal and investment banks, as well as leading independent asset managers across Europe and Asia. We’re a fast-growing Swiss software company on a mission to make the hardest parts of wealth management feel effortless. Our product suite spans the Evooq Wealth Platform for banks, Elus for structured products, and Edgelab for multi-asset risk analytics. If you’ve ever wanted to sell technology that genuinely changes how financial institutions operate — this is it. As an Account Manager at Evooq, your primary purpose is to ensure client satisfaction and deliver a consistently positive experience with our software and data products. You will serve as the main point of contact and trusted advisor for your client portfolio, focusing on building strong, long-lasting relationships. You will also be responsible for identifying new requirements, driving upsell and cross-sell opportunities, and ensuring clients extract maximum value from the Evooq platform. What You Will Do Client Relationship Management * Cultivate and maintain strong, long-lasting relationships with clients to drive satisfaction and retention * Act as the internal voice of your clients within Evooq — ensuring their needs and concerns are heard and addressed * Act as a trusted advisor, offering expert guidance and support to help clients achieve their business objectives * Address client feedback and concerns in a timely and effective manner, facilitating issue resolution and enhancing overall satisfaction Commercial Growth * Identify and capitalise on opportunities for upselling and cross-selling across the Evooq product ecosystem * Develop account plans and strategies to achieve reven
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