Client Success Operations Specialist

Role Summary

We are looking for a Client Success Operations Specialist to streamline and support the operations of our Client Success and Client Relationship teams. This role is pivotal in driving efficiency data accuracy and operational compliance enabling client-facing teams to focus on delivering exceptional services.

You will work closely with Client Success Managers Client Relationship Managers and the broader Client Success team to perform operational activities related to clients processes improve processes develop automation support operational changes collaborate with Finance team and help scale a consistent and high-quality client experience.

Key Responsibilities:

Client & Usage Data Management

• Maintain audit and enhance client account data instrument usage logs and entitlements in Salesforce.
• Identify and escalate cases of over-consumption to appropriate internal stakeholders.
• Regularly update client segmentation relationship status and data in collaboration with the Client Success and Sales teams.
• Serve as the primary administrator for existing clients records in Salesforce ensuring completeness and accessibility for reporting and analytics.

Invoicing & Renewal Administration

• Trigger invoicing with the Finance team validate consumption for invoicing purpose across the client lifecycle (onboarding license fees renewals pro-rata charges).
• Monitor renewal cycles proactively notify stakeholders and ensure contract terms are accurately reflected.
• Maintain standard templates and accurate records for billing documentation and contract annexes.

Operational Process Execution & Governance

• Execute key operational workflows including onboarding offboarding renewal tracking and exception handling.
• Automate processes and aim for low-touch administrative processes in the client life-cycle.
• Maintain internal documentation and operational checklists to ensure consistency across recurring processes.
• Perform regular internal audits to ensure alignment between contracts invoices and usage data.
• Partner with Client Success Managers and Relationship Managers to identify areas for process improvement and help implement operational enhancements.

Reporting & Insights

• Develop and manage dashboards to visualize client health metrics product usage trends and contract coverage.
• Prepare and distribute recurring reports such as usage summaries invoice tracking logs and renewal forecasts.
• Support ad-hoc reporting needs from internal stakeholders for operational decision-making.

Qualifications :

What you need

• 2 to 4 years in an operations client success or sales support role in software platform organisation.
• Proficient in Salesforce CRM especially in managing records workflows and reporting tools.
• Understanding of billing workflows subscription invoicing and contract administration.
• Highly organized with exceptional attention to detail particularly when working with data and deadlines.
• Strong written communication and documentation skills.
• Experience in a B2B SaaS or fintech environment.
• Familiarity with recurring revenue models and license-based contract structures.
• Exposure to cross-functional collaboration with finance sales and legal teams.

Why us

• High-impact role with visibility across Evooqs client portfolio and internal platform strategy.
• Autonomy to innovate and shape Evooqs adoption playbook.
• Friendly international and highly experienced team.
• Strong team spirit and collaborative style of working.
• Possibility of 2 days remote work per week (within Singapore).
• Location close to the train station and city center.
• Extra-activities and team-building events.

Additional Information :

Evooq is a global provider of technology-driven solutions for wealth and asset managers. We aim to radically simplify the investment process and make investments more accessible and more understandable for professional investors and their clients.

Our clients include some of the worlds largest banks as well as wealth management companies and pension funds across Europe and Asia.

We are headquartered in Lausanne and have offices in Zurich Geneva Fribourg and Singapore.

Remote Work :

No

Employment Type :

Full-time