Client Success Manager (Wealth Management)
Elkho Group
Notre client est une WealthTech suisse qui permet une comparaison objective de la performance d’investissement en apportant transparence, neutralité et standardisation à l’industrie.
Née sur le terrain — « par des banquiers, pour des banquiers » — la plateforme aide les professionnels de la gestion d’actifs (asset managers, banques privées, family offices) à transformer des données complexes en indicateurs fiables, auditables et exploitables. Ces indicateurs facilitent le pilotage stratégique, la conformité réglementaire et la communication auprès des clients.
Notre équipe associe l’expertise de la banque privée suisse à des compétences technologiques avancées, avec un niveau d’exigence élevé en matière de confidentialité, de gouvernance et de conformité réglementaire (FINMA, GDPR, nLPD).
JOB DESCRIPTION
En tant que Client Success Manager, vous êtes le point de contact privilégié de nos clients après leur onboarding technique.
Votre rôle n’est pas technique, mais stratégique et relationnel : vous accompagnez nos clients dans la durée pour maximiser la valeur qu’ils tirent de notre solu0on. Vous êtes garant(e) de leur satisfaction, de leur engagement et de leur fidélisation. Vous collaborez activement avec le CEO, le responsable commercial et le responsable du support.
Missions & Responsabilités
Suivi et accompagnement client :
• Assurer un suivi régulier et structuré d’un portefeuille de clients
• Comprendre leurs enjeux business et leurs objectifs
• Les conseiller sur les meilleures pratiques d’utilisation du produit
• Identifier les opportunités d’optimisation de leur usage
Conseil et recommandations :
• Proposer des suggestions personnalisées pour améliorer leur expérience
• Recommander les modules ou fonctionnalités adaptés à leurs besoins
• Partager les nouveautés produit et expliquer leur valeur
Engagement et animation :
• Inviter les clients à nos événements (webinars, rencontres, conférences, etc.)
• Maintenir une relation proactive et qualitative
• Créer une véritable dynamique de partenariat
Fidélisation et satisfaction :
• Mesurer la satisfaction client
• Anticiper les risques de churn
• Être force de proposition pour améliorer l’expérience client globale.
Profil recherché
Expérience et Compétences
• 2 à 5 ans d’expérience dans la finance, idéalement dans le wealth management, la gestion de fortune ou un environnement financier similaire
• Bonne compréhension des enjeux des professionnels du patrimoine
• À l’aise dans un rôle de conseil et de relation client
• Excellentes capacités de communica0on orale et écrite
• Sens de l’organisation et rigueur dans le suivi
Une expérience en Customer Success, relation client B2B ou environnement SaaS est un plus, mais non obligatoire.
Soft skills & Mindset
• Dynamique et positive
• Animée par le sens du service
• Orientée solution
• Curieuse et proactive
• Capable de créer une relation de confiance
• Motivée par l’idée de rendre ses clients heureux
Vous aimez être au contact des clients, comprendre leurs besoins et les accompagner vers le succès.
Langues
• Français courant
• Anglais professionnel (écrit et oral)
Secondaire : • Allemand (fortement apprécié)
Ce que nous offrons
• Un environnement entrepreneurial stimulant
• Une entreprise à taille humaine en forte croissance
• Un rôle clé avec un réel impact sur la satisfaction et la fidélisation de nos clients
• De l’autonomie et de la responsabilité
• Une culture d’entreprise dynamique, exigeante et bienveillante
Autres informations
• Lieu de travail : Basé en Suisse à Morges (VD). Vous résidez à moins d’une heure du lieu de travail
• Télétravail : 2 jours par semaine (modèle hybride)
• Disponibilité : Immédiate
• Type de contrat : 100 % (temps plein)
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