Client Success Manager
Share
Job Location:
Lausanne - Switzerland
Monthly Salary:
Not Disclosed
Posted on:
5 hours ago
Vacancies:
1 Vacancy
Job Summary
Role Overview
As Client Success Manager you will lead the end-to-end delivery of client implementation projects and ongoing service management across Evooqs suite of products. Youll act as the key bridge between our clients and internal teams ensuring smooth onboarding high-quality delivery and long-term success in how clients adopt and evolve with Evooqs solutions.
This role combines project management client success and service delivery to ensure that every implementation is executed efficiently clients are fully supported post go-live and business relationships continue to thrive.
What youll do as a Client Success Manager (Investment Advisory Platform):
- 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.
What youll need as an Implementation Manager (Investment Advisory Platform):
- 5 - 8 years of experience in project management client success or consulting within financial services fintech or wealth management.
- Proven domain expertise in wealth management and investment advisory platforms is a must.
- 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.
- 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 and French (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 :
No
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
About Company
Client Success Manager (WealthTech – Investment Advisory Platform) Location: Lausanne, Vaud, Switzerland Work Model: Hybrid (3 days in-office, 2 days remote) Languages: Fluency in English and French (mandatory) Visa: Must be an EU/EFTA national or hold a valid Swiss work permit. Spons ... View more
