Account Manager - Software & Data

Role

Full-time

Permanent

Mid

Sales

Logistics

Zürich, ZH, Switzerland

Requirements

5+ yrs exp

Bachelor's

EU/EFTA permit

Skills

Strategic PlanningCollaborationFluency in German and EnglishProblem SolvingData AnalysisCommunication SkillsUpsellingFintech integrationFinancial services regulationNegotiationCustomer relationship management (CRM)CRM architecture

Languages

German

English

French

Description

As an Account Manager at Evooq, your primary purpose is to ensure client satisfaction and deliver a consistently positive experience with our software and data products. You will serve as the main point of contact and trusted advisor for your client portfolio, focusing on building strong, long-lasting relationships. You will also be responsible for identifying new requirements, driving upsell and cross-sell opportunities, and ensuring clients extract maximum value from the Evooq platform.

Responsibilities

Cultivate and maintain strong, long-lasting relationships with clients to drive satisfaction and retention
Act as the internal voice of your clients within Evooq — ensuring their needs and concerns are heard and addressed
Act as a trusted advisor, offering expert guidance and support to help clients achieve their business objectives
Address client feedback and concerns in a timely and effective manner, facilitating issue resolution and enhancing overall satisfaction
Identify and capitalise on opportunities for upselling and cross-selling across the Evooq product ecosystem
Develop account plans and strategies to achieve revenue targets and growth objectives, aligned with each client's business goals
Manage contract negotiations, renewals, and ensure the proper execution of all contractual aspects
Oversee account receivables and ensure timely payments
Maximise client utilisation of Evooq products and services — providing guidance and best practices to ensure clients gain full value from their investment
Keep clients informed about new products, features, and enhancements, ensuring they are always aware of the latest developments
Work closely with clients to understand their evolving needs and align Evooq solutions accordingly
Track and analyse key account metrics — including product usage, revenue generation, and client satisfaction — to generate insights for continuous improvement
Collaborate with internal teams across Sales, Marketing, Product, and Support to drive client success and ensure a seamless experience
Maintain accurate CRM data and pipeline reporting, providing regular updates to leadership

Requirements

Bachelor's degree in Business, Technology, or a related field
5+ years of proven experience as an Account Manager or in a similar client-facing role within fintech or financial services
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 with the ability to develop and execute account plans
A client-focused mindset with a genuine commitment to client satisfaction
Strong collaboration skills — able to work effectively across internal teams
Fluency in German and English is required; French is a strong asset

Benefits

A fast-paced organisation with the ambition to become the wealth management technology industry leader
A culture built on humility, curiosity, and pragmatism — evident in everything we do
Employees have a genuine say in roadmaps, schedules, and features, and are listened to
Modern, reliable, and scalable technology stacks
A collaborative, international team across Lausanne, Zurich, and Singapore
We value our employees, our clients, and take great pride in what we build

Company

Evooq

Software

Evooq is the operating system for modern wealth management. We bring risk analytics, investment advice, structured products and compliance into a single, seamless flow — so wealth managers can focus on clients, not complexity. Trusted worldwide by some of the most demanding financial institutions, including global, private, cantonal and investment banks, as well as leading independent asset managers across Europe and Asia. We’re a fast-growing Swiss software company on a mission to make the hardest parts of wealth management feel effortless. Our product suite spans the Evooq Wealth Platform for banks, Elus for structured products, and Edgelab for multi-asset risk analytics. If you’ve ever wanted to sell technology that genuinely changes how financial institutions operate — this is it.