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Account Manager - Software & Data(m/w/x)
Client relationship management for wealth management OS, integrating analytics and advice. 5+ years fintech account management experience required. Genuine input on roadmaps, schedules, and features.
Requirements
- Bachelor's degree in Business, Technology, or related field
- 5+ years experience as Account Manager or client-facing role in fintech/financial services
- Exceptional relationship-building and communication skills
- Demonstrated 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 effectiveness
- Fluency in German and English; French is a strong asset
Tasks
- Cultivate strong, long-lasting client relationships
- Serve as the main client contact and trusted advisor
- Advocate for client needs within Evooq
- Provide expert guidance to help clients achieve goals
- Address client feedback and concerns effectively
- Identify and capitalize on upsell and cross-sell opportunities
- Develop account plans to meet revenue targets
- Manage contract negotiations and renewals
- Ensure timely 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 for client success
- Maintain accurate CRM data and pipeline reporting
Work Experience
- 5 years
Education
- Bachelor's degree
Languages
- German – Native
- English – Native
- French – Basic
Tools & Technologies
- data analysis and reporting tools
Benefits
Startup Environment
- Genuine say in roadmaps, schedules, and features
Modern Equipment
- Modern, reliable, and scalable technology stacks
Informal Culture
- Collaborative, international team
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Account Manager - Software & Data(m/w/x)
Client relationship management for wealth management OS, integrating analytics and advice. 5+ years fintech account management experience required. Genuine input on roadmaps, schedules, and features.
Requirements
- Bachelor's degree in Business, Technology, or related field
- 5+ years experience as Account Manager or client-facing role in fintech/financial services
- Exceptional relationship-building and communication skills
- Demonstrated 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 effectiveness
- Fluency in German and English; French is a strong asset
Tasks
- Cultivate strong, long-lasting client relationships
- Serve as the main client contact and trusted advisor
- Advocate for client needs within Evooq
- Provide expert guidance to help clients achieve goals
- Address client feedback and concerns effectively
- Identify and capitalize on upsell and cross-sell opportunities
- Develop account plans to meet revenue targets
- Manage contract negotiations and renewals
- Ensure timely 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 for client success
- Maintain accurate CRM data and pipeline reporting
Work Experience
- 5 years
Education
- Bachelor's degree
Languages
- German – Native
- English – Native
- French – Basic
Tools & Technologies
- data analysis and reporting tools
Benefits
Startup Environment
- Genuine say in roadmaps, schedules, and features
Modern Equipment
- Modern, reliable, and scalable technology stacks
Informal Culture
- Collaborative, international team
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
Evooq
Industry
FinancialServices
Description
Evooq is a global provider of technology-driven solutions for wealth and asset managers, aiming to simplify the investment process.
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