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EVEvooq

Account Manager - Software & Data(m/w/x)

Zürich
Full-timeWith Home OfficeSenior

Managing client relationships and driving upsell/cross-sell for wealth management tech. 5+ years fintech account management experience required. Genuine input into product roadmaps and scalable tech stacks.

Requirements

  • Bachelor's degree in Business, Technology, or related field
  • 5+ years of Account Manager or client-facing experience in fintech/financial services
  • Exceptional relationship-building and communication skills
  • Ability to achieve upselling and cross-selling targets
  • Strong negotiation and contract management skills
  • Proficiency in data analysis and reporting tools
  • Strategic thinking for account plan development and execution
  • Client-focused mindset and commitment to satisfaction
  • Strong collaboration skills for internal team work
  • Fluency in German and English; French is a strong asset

Tasks

  • Cultivate strong, long-lasting client relationships
  • Serve as the internal voice of clients
  • Offer expert guidance and support
  • Address client feedback and concerns effectively
  • Identify upsell and cross-sell opportunities
  • Develop account plans and strategies
  • Manage contract negotiations and renewals
  • Oversee account receivables
  • Maximize client utilization of Evooq products
  • Inform clients about new products and features
  • Understand and align with evolving client needs
  • Track and analyze key account metrics
  • Collaborate with internal teams
  • Maintain accurate CRM data and reporting

Work Experience

  • 5 years

Education

  • Bachelor's degree

Languages

  • GermanNative
  • EnglishNative
  • FrenchBasic

Tools & Technologies

  • data analysis and reporting tools

Benefits

Purpose-Driven Work

  • Genuine say in roadmaps, schedules, and features

Modern Equipment

  • Modern, reliable, and scalable technology stacks

Informal Culture

  • Collaborative, international team
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Evooq and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.

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