Offering Manager

TLDR

Drive upselling activities by producing high-quality offers and supporting strong customer relationships to enhance satisfaction and achieve upselling targets.

As a member of the Offering team, you will drive upselling activities across assigned clients. You will act as the key link between the Key Account Manager and delivery teams (Solutions, Projects, Run), ensuring strong proposals, healthy margins, and high customer satisfaction.

Your key tasks

  • Contribute to meeting the yearly upselling targets by producing high‑quality, timely offers with a strong win rate (client sign‑off)
  • Oversee and follow all elements of the upselling lifecycle, from high‑level estimation to final offering
  • Act as a Project Manager, managing time, quality, budget, and approvals for offers, serving as the SPOC for the client, KAM, and all required stakeholders, including third parties
  • Support KAMs in establishing productive relationships with managed customers, ensuring customer satisfaction across all aspects related to offerings (services/products, solutions, financials, and time‑to‑market)
  • Maintain accurate sales reporting information in company tools (e.g., CRM)
  • Business School degree or Bachelor in Economics / Business Administration
  • 2 years of work experience, ideally in coordination, governance or administrative roles
  • Good organizational and coordination skills
  • High attention to detail and commitment to quality
  • Good communication skills and stakeholder management capability
  • Good Knowledge of MS office tools
  • Ability to work independently and manage multiple topics in parallel
  • A team player who is ready to provide backup and take over from colleagues when needed
  • Fluency in English

It would be a real bonus if you have

  • Power BI knowledge

We realize that managing work life balance is a challenge we all face in our daily lives and in order to support with this we are pleased to offer hybrid and flexible working for most of our Avaloqers to maintain work life balance and still continue our fantastic Avaloq culture in our global offices. 

In Avaloq we are proud to embrace diversity and understand the success of our business is built on the power of different opinions, we are whole heartedly committed to fostering an equal opportunity environment and inclusive culture where you can be your true authentic self. 

We hire, compensate and promote regardless of origin, age, gender identity, sexual orientation or any other fantastic traits that make us all unique, we have done our best to write this advert in an inclusive and neutral way. 

Please be aware that we will not accept speculative CV submissions for any of our roles from recruitment agencies, and any unsolicited candidate submissions will be exempt from any payment expectations.  

#LI-Hybrid

Avaloq delivers cutting-edge wealth management technology and services tailored for financial institutions, including private banks, investment managers, and retail banks. With a strong global presence and a commitment to research-led innovation, we empower our clients to elevate their financial ecosystems and enhance access to wealth management solutions.

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