Avaloq
Head of Quality Assurance & Client Onboarding(m/w/x)
Full-timeWith HomeofficeSenior
Bioggio
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Driving upselling for wealth management tech clients, linking sales and delivery. Strong proposal creation and margin management skills needed. Hybrid work, flexible hours.
Requirements
- Business School degree or Bachelor in Economics/Business Administration
- Good organizational and coordination skills
- High attention to detail and commitment to quality
- Good communication skills and stakeholder management capability
- Good knowledge of MS Office tools
- Ability to work independently and manage multiple topics in parallel
- Team player, ready to provide backup and take over from colleagues
- Fluency in English
- Power BI knowledge
Tasks
- Drive upselling activities for assigned clients
- Act as the key link between Key Account Manager and delivery teams
- Ensure strong proposals, healthy margins, and high customer satisfaction
- Produce high-quality, timely offers to meet upselling targets
- Achieve a strong win rate for client sign-off
- Oversee the entire upselling lifecycle
- Manage high-level estimation to final offering
- Act as Project Manager for offers
- Manage offer time, quality, budget, and approvals
- Serve as SPOC for clients, KAMs, and stakeholders
- Liaise with third parties
- Support KAMs in building customer relationships
- Ensure customer satisfaction with offerings
- Maintain accurate sales reporting information in company tools
Work Experience
- 2 years
Education
- Vocational certificationOR
- Bachelor's degree
Languages
- English – Native
Tools & Technologies
- MS Office
- Power BI
Benefits
Flexible Working
- Hybrid working
- Flexible working
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Avaloq 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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Driving upselling for wealth management tech clients, linking sales and delivery. Strong proposal creation and margin management skills needed. Hybrid work, flexible hours.
Requirements
- Business School degree or Bachelor in Economics/Business Administration
- Good organizational and coordination skills
- High attention to detail and commitment to quality
- Good communication skills and stakeholder management capability
- Good knowledge of MS Office tools
- Ability to work independently and manage multiple topics in parallel
- Team player, ready to provide backup and take over from colleagues
- Fluency in English
- Power BI knowledge
Tasks
- Drive upselling activities for assigned clients
- Act as the key link between Key Account Manager and delivery teams
- Ensure strong proposals, healthy margins, and high customer satisfaction
- Produce high-quality, timely offers to meet upselling targets
- Achieve a strong win rate for client sign-off
- Oversee the entire upselling lifecycle
- Manage high-level estimation to final offering
- Act as Project Manager for offers
- Manage offer time, quality, budget, and approvals
- Serve as SPOC for clients, KAMs, and stakeholders
- Liaise with third parties
- Support KAMs in building customer relationships
- Ensure customer satisfaction with offerings
- Maintain accurate sales reporting information in company tools
Work Experience
- 2 years
Education
- Vocational certificationOR
- Bachelor's degree
Languages
- English – Native
Tools & Technologies
- MS Office
- Power BI
Benefits
Flexible Working
- Hybrid working
- Flexible working
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Avaloq 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.
About the Company
Avaloq
Industry
FinancialServices
Description
The company is an industry-leading provider of wealth management technology and services for financial institutions worldwide.
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