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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
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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
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
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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