Our client operates a rapidly expanding digital trading platform for treasury products and continues to strengthen its international presence. To fuel this momentum, we are seeking a driven and entrepreneurial Sales and Relationship Manager who is eager to shape the next phase of growth.

Ownership, collaboration, and shared success form the backbone of the company's culture. Regular team events, short decision-making cycles, and a vibrant workplace in the FintechHub in Zurich provide the ideal environment for innovation, agility, and personal development.

Your Responsibilities Proactively identify and engage key decision-makers and opinion leaders at 2nd pillar asset managers, banks, insurance companies, and major institutional investors across French-speaking Switzerland and beyond Inspire prospective clients with the platform's value proposition and offer dedicated support throughout their daily operations Represent the company at leading industry events and conferences, with a strong focus on the French-speaking region Play an active role in refining and evolving the platform, bringing client insights and market feedback to the product team Continuously monitor market dynamics, client needs, and competitor activity to uncover new business opportunities Your Profile Proven experience as a broker in institutional financing or term deposits, or a successful track record in sales within the fintech, banking, or SaaS environment A well-established network among managers overseeing significant liquidity pools Strong understanding of treasury products and the challenges faced by institutional financial market participants Exceptional communication, relationship-building, and negotiation skills Self-driven, proactive, and comfortable working with a high level of independence Professional fluency in German and English, with French being a strong advantage Practical experience with HubSpot, ideally at both user and superuser levels What We Offer Extensive scope for initiative, impact, and personal responsibility A compelling compensation package combining a competitive base salary with revenue-based incentives A culture of openness, fast decision-making, and direct access to senior leadership weniger ansehen

Our client operates a rapidly expanding digital trading platform for treasury products and continues to strengthen its international presence. To fuel this momentum, we are seeking a driven and entrepreneurial Sales and Relationship Manager who is eager to shape the next phase of growth.

Ownership, collaboration, and shared success form the backbone of the company's culture. Regular team events, short decision-making cycles, and a vibrant workplace in the FintechHub in Zurich provide the ideal environment for innovation, agility, and personal development.

Your Responsibilities Proactively identify and engage key decision-makers and opinion leaders at 2nd pillar asset managers, banks, insurance companies, and major institutional investors across French-speaking Switzerland and beyond Inspire prospective clients with the platform's value proposition and offer dedicated support throughout their daily operations Represent the company at leading industry events and conferences, with a strong focus on the French-speaking region Play an active role in refining and evolving the platform, bringing client insights and market feedback to the product team Continuously monitor market dynamics, client needs, and competitor activity to uncover new business opportunities Your Profile Proven experience as a broker in institutional financing or term deposits, or a successful track record in sales within the fintech, banking, or SaaS environment A well-established network among managers overseeing significant liquidity pools Strong understanding of treasury products and the challenges faced by institutional financial market participants Exceptional communication, relationship-building, and negotiation skills Self-driven, proactive, and comfortable working with a high level of independence Professional fluency in German and English, with French being a strong advantage Practical experience with HubSpot, ideally at both user and superuser levels What We Offer Extensive scope for initiative, impact, and personal responsibility A compelling compensation package combining a competitive base salary with revenue-based incentives A culture of openness, fast decision-making, and direct access to senior leadership weniger ansehen

Tasks Independently manage and handle client relationships, covering administrative, banking, and legal structure activities as part of daily operations Support in identifying clients' cash needs and available liquidity for commitments or investments Monitor maturities and transactions (inflows and outflows), ensuring proper controls and collecting relevant background information Execute all stages of direct investment subscription processes (e.g., Private Equity, Hedge Funds), including initial subscriptions, capital calls, and distributions; liaise with fund administrators, fund managers, custodians, legal advisors, and directors regarding KYC matters Maintain and update loan schedules and company organizational charts Communicate and coordinate with service providers, trustees, lawyers, and banks. Oversee onboarding of new clients Coordinate and execute updates, changes in circumstances, and closures of (bank) client relationships Support the Head of Client Management Team in the implementation of projects and act as deputy when required Perform all execution-related administrative tasks, including drafting, printing, scanning, filing, and dispatching of documents and contracts Ensure full compliance with the Code of Conduct and all internal policies and regulations (e.g., Cross-Border, AML, Clear Desk Policy) Contribute to the continuous improvement and enhancement of operational efficiency across the business Collaborate effectively with internal departments and external stakeholders to support seamless operations and client service excellence Your profile 5-10 years of relevant professional experience in client administration or account management within the Swiss banking environment Solid understanding of the trust business and/or the financial services industry Strong proficiency in MS Office applications Fluent in English and German; French is an advantage Experienced in working within multicultural and multilingual environments Flexible, proactive, and service-oriented, with an entrepreneurial mindset Organized and efficient working style with strong attention to detail Excellent team player with a collaborative approach weniger ansehen

Tasks Independently manage and handle client relationships, covering administrative, banking, and legal structure activities as part of daily operations Support in identifying clients' cash needs and available liquidity for commitments or investments Monitor maturities and transactions (inflows and outflows), ensuring proper controls and collecting relevant background information Execute all stages of direct investment subscription processes (e.g., Private Equity, Hedge Funds), including initial subscriptions, capital calls, and distributions; liaise with fund administrators, fund managers, custodians, legal advisors, and directors regarding KYC matters Maintain and update loan schedules and company organizational charts Communicate and coordinate with service providers, trustees, lawyers, and banks. Oversee onboarding of new clients Coordinate and execute updates, changes in circumstances, and closures of (bank) client relationships Support the Head of Client Management Team in the implementation of projects and act as deputy when required Perform all execution-related administrative tasks, including drafting, printing, scanning, filing, and dispatching of documents and contracts Ensure full compliance with the Code of Conduct and all internal policies and regulations (e.g., Cross-Border, AML, Clear Desk Policy) Contribute to the continuous improvement and enhancement of operational efficiency across the business Collaborate effectively with internal departments and external stakeholders to support seamless operations and client service excellence Your profile 5-10 years of relevant professional experience in client administration or account management within the Swiss banking environment Solid understanding of the trust business and/or the financial services industry Strong proficiency in MS Office applications Fluent in English and German; French is an advantage Experienced in working within multicultural and multilingual environments Flexible, proactive, and service-oriented, with an entrepreneurial mindset Organized and efficient working style with strong attention to detail Excellent team player with a collaborative approach weniger ansehen

SoftwareOne and Crayon have come together to form a global, AI-powered software and cloud solutions provider with a bold vision for the future. With a footprint in over 70 countries and a diverse team of 13,000+ professionals, we offer unparalleled opportunities for talent to grow, make an impact, and shape the future of technology. At the heart of our business is our people . click apply for full job details weniger ansehen