Job Description

Company Description

At Evooq, we are building an ecosystem of solutions that combine data, technology, and investment expertise. As we continue to expand our client base and deliver our innovative wealth management solutions, we are looking for a Client Success Manager to lead the implementation and ongoing success of our products for our clients.


This is a full-time position based in Singapore, where you will play a key role in ensuring that our clients achieve maximum value from our solutions--overseeing implementation, driving service excellence, and maintaining long-term, trusted partnerships.

What you'll do as a Client Success Manager:

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.

Qualifications

What you'll need as Client Success Manager:

8-12 years of experience

in project management, client success, or consulting within

financial services, fintech, or wealth management

. 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. Deep understanding of

investment advisory, portfolio management

, and

financial products

; familiarity with structured products is a plus. 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

(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.

Additional Information

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.