Client Success manager

Join a growing Swiss FinTech and support private banks,
Client Success manager
Join a growing Swiss FinTech and support private banks, asset managers and family offices in the use of an advanced performance and risk analysis platform. A role at the crossroads of Client Success, project management and business development, with strong exposure to senior interlocutors.
Client Success manager
Our client is a Swiss FinTech specializing in the analysis and visualization of portfolio performance, active for more than 15 years with private banks, asset managers and family offices.
Its SaaS platform transforms complex financial data into reliable and actionable indicators in order to help management professionals better understand, demonstrate and communicate the quality of their management.
The company currently has a team of approximately eight employees and is entering a new phase of growth. In this context, it wishes to strengthen its Client Success function with the creation of a new position based in Morges, with a hybrid work model.
Missions
As a Client Success Manager, you will take responsibility for a portfolio of institutional clients and become their privileged interlocutor throughout their use of the platform.
Your role is primarily relational, commercial and oriented towards project management. No software development skills are expected.
Your main responsibilities will be to:
Manage and develop a portfolio of private banks, asset managers and other wealth management professionals.
Lead the onboarding of new clients and support the deployment of the platform among their teams.
Understand the business challenges of users and help them make full use of performance, risk and portfolio positioning analyses.
Organize and ensure user training as well as regular presentations of the solution.
Simplify complex financial analyses and transform them into clear and directly actionable information for clients.
Maintain a proactive relationship with interlocutors up to C-level.
Identify opportunities to extend the use of the platform within client organizations: new users, teams or mandates.
Participate in a cross-selling and upselling logic, in coordination with the sales team.
Anticipate disengagement risks and actively contribute to client loyalty.
Animate the user community through webinars, training and client events.
Coordinate data-related topics and client projects with internal teams, notably support and management.
Feed back user needs in order to contribute to the continuous improvement of the platform.
The position does not consist of managing assets or advising end clients. The objective is to support management professionals by providing them with the necessary tools and data to analyze and put their own work into perspective.
Candidate Profile
You ideally have 3 to 5 years of experience in financial services and understand how wealth management and asset management work.
You could specifically come:
from a private bank or an asset manager in a project, transformation, COO office or support to management teams function;
from a PMS, Core Banking or financial solutions provider, for example in an Avaloq, Azqore or similar environment;
from a FinTech or a B2B SaaS editor specialized in financial services;
from a Client Success, Account Management or Project Management function with strong exposure to the financial sector.
You are comfortable with the notions of performance, volatility, risk, asset allocation and financial markets, without necessarily being a portfolio manager yourself.
Beyond your experience, we are looking for a personality:
client-oriented and naturally comfortable in creating relationships of trust;
capable of managing clients with autonomy;
structured and rigorous in project management;
commercial without being in an aggressive sales logic;
capable of simplifying complex financial subjects;
proactive, friendly and solution-oriented;
comfortable in the agile and entrepreneurial environment of a human-sized FinTech.
Conditions and Advantages
A newly created position as part of the company's growth.
High autonomy in managing your client portfolio.
Direct exposure to decision-makers in private banks and management companies.
A particularly transversal role between finance, technology, projects and business development.
Close collaboration with the CEO and the commercial and support managers.
An entrepreneurial environment within an experienced and specialized team.
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