Coface
Mid-Market Account Manager(m/w/x)
Vollzeitmit HomeofficeBerufserfahren
Lausanne
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EVEvooq
Client Success Manager(m/w/x)
Lausanne
Vollzeitmit HomeofficeSenior
Nejo KI-Zusammenfassung
Client onboarding and implementation for wealth management platforms at financial institutions. Fluency in English and French, plus 5-8 years in financial services project management with wealth management platform expertise required. Autonomous, cross-functional team.
Anforderungen
- Mandatory fluency in English and French
- EU/EFTA national or valid Swiss work permit
- 5-8 years experience in project management, client success, or consulting within financial services, fintech, or wealth management
- Proven domain expertise in wealth management and investment advisory platforms
- Strong background in platform implementation, API integrations, and cloud-based solutions
- Proven ability to manage complex, multi-stakeholder projects
- Experience defining and maintaining project governance frameworks
- Strong client relationship and stakeholder management skills
- Hands-on, problem-solving mindset
- Comfort working in Agile/Scrum environments
- Contribution to continuous improvement of methodologies
- Exceptional communication and presentation skills in English and French
- Highly valued relevant certifications (PMP, PRINCE2, Agile/Scrum Master, or SAFe)
Aufgaben
- Lead client onboarding and implementation projects.
- Ensure project quality, time, and budget.
- Liaise between clients and internal teams.
- Ensure seamless communication and efficient coordination.
- Develop and implement repeatable client frameworks.
- Establish structured governance models with stakeholders.
- Understand client needs and objectives.
- Tailor solutions and integration strategies.
- Act as a trusted client advisor.
- Guide clients on best practices.
- Support clients through the full lifecycle.
- Contribute to pre-sales activities with Sales and Product.
- Support solution design, proposals, and demonstrations.
- Collaborate with product and development teams.
- Address client requirements and resolve issues.
- Identify product and service enhancement opportunities.
- Monitor and analyze project performance.
- Track key project metrics.
- Proactively drive project improvements.
- Conduct client training sessions.
- Create user training materials.
- Prepare for Steering Committee meetings.
- Participate in Steering Committees.
- Present progress updates and recommendations.
- Identify cross-sell and upsell opportunities.
- Collaborate with Account Managers to drive growth.
Berufserfahrung
- 5 - 8 Jahre
Ausbildung
- Bachelor-AbschlussODER
- Master-Abschluss
Sprachen
- Englisch – verhandlungssicher
- Französisch – verhandlungssicher
Benefits
Flexibles Arbeiten
- Hybrid work model
- Work-life balance
Startup-Atmosphäre
- Autonomous, cross-functional team
Lockere Unternehmenskultur
- Collaborative, respectful, flexible environment
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Evooq erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
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EVEvooq
Client Success Manager(m/w/x)
Lausanne
Vollzeitmit HomeofficeSenior
Nejo KI-Zusammenfassung
Client onboarding and implementation for wealth management platforms at financial institutions. Fluency in English and French, plus 5-8 years in financial services project management with wealth management platform expertise required. Autonomous, cross-functional team.
Anforderungen
- Mandatory fluency in English and French
- EU/EFTA national or valid Swiss work permit
- 5-8 years experience in project management, client success, or consulting within financial services, fintech, or wealth management
- Proven domain expertise in wealth management and investment advisory platforms
- Strong background in platform implementation, API integrations, and cloud-based solutions
- Proven ability to manage complex, multi-stakeholder projects
- Experience defining and maintaining project governance frameworks
- Strong client relationship and stakeholder management skills
- Hands-on, problem-solving mindset
- Comfort working in Agile/Scrum environments
- Contribution to continuous improvement of methodologies
- Exceptional communication and presentation skills in English and French
- Highly valued relevant certifications (PMP, PRINCE2, Agile/Scrum Master, or SAFe)
Aufgaben
- Lead client onboarding and implementation projects.
- Ensure project quality, time, and budget.
- Liaise between clients and internal teams.
- Ensure seamless communication and efficient coordination.
- Develop and implement repeatable client frameworks.
- Establish structured governance models with stakeholders.
- Understand client needs and objectives.
- Tailor solutions and integration strategies.
- Act as a trusted client advisor.
- Guide clients on best practices.
- Support clients through the full lifecycle.
- Contribute to pre-sales activities with Sales and Product.
- Support solution design, proposals, and demonstrations.
- Collaborate with product and development teams.
- Address client requirements and resolve issues.
- Identify product and service enhancement opportunities.
- Monitor and analyze project performance.
- Track key project metrics.
- Proactively drive project improvements.
- Conduct client training sessions.
- Create user training materials.
- Prepare for Steering Committee meetings.
- Participate in Steering Committees.
- Present progress updates and recommendations.
- Identify cross-sell and upsell opportunities.
- Collaborate with Account Managers to drive growth.
Berufserfahrung
- 5 - 8 Jahre
Ausbildung
- Bachelor-AbschlussODER
- Master-Abschluss
Sprachen
- Englisch – verhandlungssicher
- Französisch – verhandlungssicher
Benefits
Flexibles Arbeiten
- Hybrid work model
- Work-life balance
Startup-Atmosphäre
- Autonomous, cross-functional team
Lockere Unternehmenskultur
- Collaborative, respectful, flexible environment
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Evooq erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Über das Unternehmen
Evooq
Branche
FinancialServices
Beschreibung
Evooq is a global provider of technology-driven solutions for wealth and asset managers, aiming to simplify the investment process.
Noch nicht perfekt?
- Coface
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