Client Success Manager

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. Sponsorship is not available.

Evooq builds technology that empowers financial institutions to deliver better investment outcomes for their clients. Our modular wealth management platform brings together portfolio management, analytics, and advisory solutions through a unified and scalable ecosystem.

We partner with banks, asset managers, and financial institutions to transform their investment processes through automation, data-driven insights, and client-centric technology.

Role Overview

As Client Success Manager, you will lead the end-to-end delivery of client implementation projects and ongoing service management across Evooq’s suite of products. You’ll 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 Evooq’s 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 you'll 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 Edgevooq’s products and services.
• Act as a trusted advisor, guiding clients on best practices and supporting them through the full lifecycle—from 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 you'll 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

• You’ll have a key role in shaping client success at the intersection of finance and technology.
• You’ll 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.
• You’ll see your work come to life—transforming the way wealth managers deliver personalized investment experiences.

Join us and help build the operational backbone of Evooq’s next generation of products.

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 world’s 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.