At Evooq, we are building an ecosystem of solutions that combine data, technology and investment expertise. Finance professionals use our solutions to rapidly identify investment opportunities, make informed decisions and manage the risk and the lifecycle of the investments. Moreover, Evooq is organized through highly autonomous teams and by privileging trust and responsibility.

As an Account Manager at Evooq, your primary purpose is to ensure client satisfaction and provide a positive experience with our products and services. You will serve as the main point of contact and trusted advisor for onboarded clients, focusing on building and nurturing strong relationships. Your role also involves identifying and capturing new client requirements, promoting our offerings, achieving upselling and cross-selling opportunities, and addressing client feedback and concerns.

What you’ll do as a Account Manager:

• Cultivate and maintain strong, long-lasting relationships with clients to achieve satisfaction and retention.
• Act as the ambassador of clients within Evooq, ensuring their needs and concerns are heard and addressed.
• Keep clients informed about new products and services, ensuring they are aware of the latest offerings and enhancements.
• Identify and capitalise on opportunities for upselling and cross-selling Evooq products and services.
• Work closely with clients to understand their evolving needs and align solutions accordingly.
• Address client feedback and concerns in a timely and effective manner, facilitating issue resolution and enhancing overall satisfaction.
• Act as a trusted advisor, offering expert guidance and support to clients.
• Manage contract negotiations, renewals and ensure the proper execution of all contractual aspects.
• Oversee account receivables and ensure timely payments.
• Maximise client utilisation of Edgevooq products and services, providing guidance and best practices to ensure they gain full value from their investments.
• Develop account plans and strategies to achieve revenue targets and growth objectives, aligning with the client's business goals.
• Collaborate with internal Edgevooq teams, including sales, marketing, product development, and support, to drive client success and ensure a positive client experience.
• Track and analyse key account metrics, such as product usage, revenue generation, and client satisfaction, providing insights for continuous improvement.

• Bachelor's degree in business, technology or related field.
• 8+ years of proven experience as an Account Manager or similar role within the fintech or financial services industry.
• 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 and the ability to develop account plans.
• Client-focused mindset with a commitment to ensuring client satisfaction.
• Collaboration and teamwork skills to work effectively with internal teams.
• Proficiency in German and English is required. Proficiency in French is a plus.

Evooq is a global provider of technology-driven solutions for wealth managers. We are building an ecosystem that combines data, technology and investment expertise to make personalised investment scalable.

Wealth managers use our solutions to deliver personalised advice to investors with high-quality content and the best investment products.

We are headquartered in Lausanne, with additional offices in Zurich and Singapore. We operate as a group of highly autonomous teams that take responsibility for their projects and interact with each other based on mutual trust.

Why us

• We are a fast-paced organization with the ambition to become the wealth management technology industry leader.
• We strongly advocate humility, curiosity, and pragmatism - which is evident in the way we work 
• We value our employees, our customers and take great pride in our offering.
• We like well-written, maintainable, testable, and extensible software. We do.
• Employees have their say in roadmaps, schedules, and features and are listened to.
• The technology stacks are modern, reliable, scalable, and maintainable.
• To see our full technology stack: https://stackshare.io/evooq/evooq