Client Success Manager

Singapore - Singapore

Monthly Salary: Not Disclosed

Posted on: 9 hours ago

Vacancies: 1 Vacancy

Job Summary

What youll do as a Client Success Manager:

Lead client onboarding and implementation from scoping to go-live ensuring projects are delivered on time within budget and to the highest quality standards.
Serve as the primary liaison between clients and internal teams ensuring seamless communication and efficient coordination throughout all stages of delivery and service.
Develop and implement repeatable frameworks for client onboarding project execution and service management to drive consistency scalability and operational excellence.
Establish structured governance models involving key stakeholders from Edgevooq and client organizations to maintain alignment manage risks and ensure transparency.
Understand client needs and objectives tailoring solutions and integration strategies to ensure the optimal use of Edgevooqs products and services.
Act as a trusted advisor guiding clients on best practices and supporting them through the full lifecyclefrom implementation to post-launch success.
Contribute to pre-sales activities by supporting solution design client proposals and demonstrations in partnership with Sales and Product teams
Collaborate closely with product owners and developers to address client-specific requirements resolve issues and identify opportunities for product or service enhancements.
Monitor and analyze project performance tracking key metrics such as scope resources profitability and risks while proactively driving improvements.
Conduct client training sessions and create user materials to empower clients to fully leverage the platform.
Prepare and participate in Steering Committees presenting detailed progress updates insights and recommendations.
Identify cross-sell and upsell opportunities in collaboration with Account Managers to strengthen client partnerships and drive business growth.

Qualifications :

What youll need as Client Success Manager:

812 years of experience in project management client success or consulting within financial services fintech or wealth management.
Strong background in platform implementation API integrations and cloud-based solutions.
Proven ability to manage complex multi-stakeholder projects across technical and business teams.
Experience defining and maintaining project governance frameworks including scope timelines budgets and risk management.
Deep understanding of investment advisory portfolio management and financial products; familiarity with structured products is a plus.
Strong client relationship and stakeholder management skills with a hands-on problem-solving mindset.
Comfortable working in Agile/Scrum environments and contributing to continuous improvement of methodologies.
Exceptional communication and presentation skills in English (both written and verbal).
Relevant certifications (e.g. PMP PRINCE2 Agile/Scrum Master or SAFe) are highly valued.

Why Join Us

Youll have a key role in shaping client success at the intersection of finance and technology.
Youll work in an autonomous cross-functional team where your expertise and ideas directly impact clients and the business.
Enjoy a collaborative respectful and flexible environment that values both excellence and work-life balance.
Youll see your work come to lifetransforming the way wealth managers deliver personalized investment experiences.

Join us and help build the operational backbone of Evooqs next generation of products.

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 :

Employment Type :

Full-time

What youll do as a Client Success Manager:Lead client onboarding and implementation from scoping to go-live ensuring projects are delivered on time within budget and to the highest quality standards.Serve as the primary liaison between clients and internal teams ensuring seamless communication and e...

What youll do as a Client Success Manager:

Lead client onboarding and implementation from scoping to go-live ensuring projects are delivered on time within budget and to the highest quality standards.
Serve as the primary liaison between clients and internal teams ensuring seamless communication and efficient coordination throughout all stages of delivery and service.
Develop and implement repeatable frameworks for client onboarding project execution and service management to drive consistency scalability and operational excellence.
Establish structured governance models involving key stakeholders from Edgevooq and client organizations to maintain alignment manage risks and ensure transparency.
Understand client needs and objectives tailoring solutions and integration strategies to ensure the optimal use of Edgevooqs products and services.
Act as a trusted advisor guiding clients on best practices and supporting them through the full lifecyclefrom implementation to post-launch success.
Contribute to pre-sales activities by supporting solution design client proposals and demonstrations in partnership with Sales and Product teams
Collaborate closely with product owners and developers to address client-specific requirements resolve issues and identify opportunities for product or service enhancements.
Monitor and analyze project performance tracking key metrics such as scope resources profitability and risks while proactively driving improvements.
Conduct client training sessions and create user materials to empower clients to fully leverage the platform.
Prepare and participate in Steering Committees presenting detailed progress updates insights and recommendations.
Identify cross-sell and upsell opportunities in collaboration with Account Managers to strengthen client partnerships and drive business growth.

Qualifications :

What youll need as Client Success Manager:

812 years of experience in project management client success or consulting within financial services fintech or wealth management.
Strong background in platform implementation API integrations and cloud-based solutions.
Proven ability to manage complex multi-stakeholder projects across technical and business teams.
Experience defining and maintaining project governance frameworks including scope timelines budgets and risk management.
Deep understanding of investment advisory portfolio management and financial products; familiarity with structured products is a plus.
Strong client relationship and stakeholder management skills with a hands-on problem-solving mindset.
Comfortable working in Agile/Scrum environments and contributing to continuous improvement of methodologies.
Exceptional communication and presentation skills in English (both written and verbal).
Relevant certifications (e.g. PMP PRINCE2 Agile/Scrum Master or SAFe) are highly valued.

Why Join Us

Youll have a key role in shaping client success at the intersection of finance and technology.
Youll work in an autonomous cross-functional team where your expertise and ideas directly impact clients and the business.
Enjoy a collaborative respectful and flexible environment that values both excellence and work-life balance.
Youll see your work come to lifetransforming the way wealth managers deliver personalized investment experiences.

Join us and help build the operational backbone of Evooqs next generation of products.

Additional Information :

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 :

Employment Type :

Full-time

Key Skills

Customer Service
Client Expectations
Client Requirements
Client Support
Action Plans
Issue Resolution
Account Management
Client Relationships
Service Delivery
Client Service
Client Satisfaction
Client Management
Procedures
Service Level Agreements
New Clients

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About Company

Evooq

At Evooq, we are building an ecosystem of solutions that combine data, technology, and investment expertise. As we continue to expand our client base and deliver our innovative wealth management solutions, we are looking for a Client Success Manager to lead the implementation and ongo ... View more

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