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Client Relationship Manager

3 months ago

Singapur, Singapore Evooq Full time
Job Description

As a Client Relationship Manager at Evooq, your primary responsibility is to enhance our portfolio of products through effective upselling and cross-selling, while maintaining high levels of client satisfaction. You will be the main point of contact and trusted advisor for our existing clients, focusing on building and nurturing strong, lasting relationships. Your role will involve identifying and capturing new client requirements, promoting our offerings, and addressing client feedback and concerns to ensure a positive experience with our products and services.

What you’ll do as a Client Relationship 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.

Qualifications

  • Bachelor's degree in business, technology or related field.
  • 8+ years of proven experience as a Client Relationship Manager, 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.

Why Evooq?

  • Ambitious Vision: Join a fast-paced organization with a clear ambition to lead the wealth management technology industry.
  • Core Values: Embrace a work culture that values humility, curiosity, and pragmatism, shaping our innovative approach.
  • Employee-Centric: We take great pride in our offerings and prioritize the well-being and input of our employees and customers.
  • Commitment to Excellence: We believe in crafting well-written, maintainable, testable, and extensible software.
  • Inclusive Decision-Making: Employees are actively involved in shaping roadmaps, schedules, and features, ensuring their voices are heard.
  • Cutting-Edge Technology: Work with modern, reliable, scalable, and maintainable technology stacks that drive our success.


Additional Information

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.