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Job Description
As an Onboarding Project Manager & Account Manager within the Client Success department at Evooq, your primary responsibility is to lead onboarding projects for new clients. In addition, you will be the main point of contact and trusted advisor for our existing clients, focusing on building and nurturing strong, lasting relationships.
Project & Onboarding Management
As an Onboarding Project Manager & Account Manager within the Client Success department at Evooq, your primary responsibility is to lead onboarding projects for new clients. In addition, you will be the main point of contact and trusted advisor for our existing clients, focusing on building and nurturing strong, lasting relationships.
Project & Onboarding Management
- Leading implementation projects to onboard Independent Asset Managers onto our Wealth Platform for IAM including requirements gathering, client specific configurations, custody bank interface configurations, initial portfolio data load and data migration as well as the coordination of 3rd party providers.
- Identifying and implementing product extensions based on client feedback in collaboration with the product management including requirements gathering, business solution design, roadmap definition and solution implementation.
- Ensure excellent project execution and client satisfaction, on-time and within budget.
- Define and manage project governance, schedule, milestones, stakeholders, deliverables, risks and budget.
- Participate in onboarding methodology improvement.
- Conduct training with end users and produce related materials.
- Act as a trusted advisor, offering expert guidance and support to clients.
- Cultivate and maintain strong, long-lasting relationships with clients to achieve satisfaction and retention.
- Maximise client utilisation and adoption of Edgevooq products and services, providing guidance and best practices to ensure they gain full value from their investments.
- Driving enhancements of our technology platform based on client feedback.
- Track and analyse key metrics, such as product usage, and client satisfaction, providing insights for continuous improvement.
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- Posted
- Jun 25, 2025
- Type
- Full-time
- Level
- Mid-Senior
- Location
- Zurich
- Company
- Edgelab
Industries
Financial Services
Categories
Project Management
Information Technology
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