Evooq

FinTech

AccountManager

$125–175k ~AI est. Zürich, Zürich, Switzerland FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for mid candidates.

The Brief

“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.

FinTech
Problems you'll solve

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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