Crm modellező állások, munkák Svájcban

• Ensure understanding, consistency, and reliability of client KPIs, rules, calculations, and analysis across the organization
• Develop client reporting and performance monitoring tools, including monthly reporting and client segmentation analysis

PRINCIPAL ELEMENTS & ACCOUNTABILITIES: • Provide administrative support to the Client Relationship Team on allocated clients, including but not limited to the preparation of banking, investment, internal and external reports, trade instruction preparation, cash transfer instructions, • Providing...

• Advising our customers (banks & insurance companies) on the conception of CRM and MarTech solutions
• Analysing customer journeys and business requirements to design tailored CRM strategies and data-driven solutions

• Close cooperation with global process owners to identify process improvement potentials enabled by new technology / applications.
• Continuous analysis, enhancement, and optimization of sales and service processes for Accelleron Switzerland and Global Service Network (Process Consulting).

• Rapidly grow market share in system gastronomy in Switzerland
• Identify and acquire new customers with a ‘hunter’ mindset
• Develop customized concepts in collaboration with internal teams
• Conduct market and competitor analyses to spot growth opportunities
• Create and execute strategic account plans

• Identifying and reaching out to potential customers through phone, email, and social channels
• Researching markets, key players, and understanding customer needs
• Generating and qualifying leads to expand the sales pipeline

Fundraising Strategy & Execution: Oversee the execution of a moves management strategy to foster engagement and financial support, including donor identification, research, cultivation, solicitation, and stewardship....

• Build and develop profitable business relationships with both existing and new clients in Switzerland.
• Conduct regular client visits to strengthen relationships, foster trust and initiate new projects.

• Own ERP processes and master-data governance: define policies, ensure compliance with FDA, MDR, ISO, and internal standards.
• Act as ERP expert: configure workflows, resolve issues, implement improvements, and audit data accuracy.

• Support the launch and operational follow-up of commercial projects and campaigns.
• Manage the lead flow from marketing to sales in the CRM, including partners and cross-sales.

• Compliance AML:
• Client due diligence during onboarding
• Control the account opening process in relation to regulatory obligations, such as AML/KYC
• Perform Client File Reviews
• Client Transaction Review on a quarterly base
• Pep and high risk Review annually
• Client data CRM

• Drive sales growth by identifying and developing new business opportunities, focusing on lead generation and deal closure to exceed sales targets
• Accelerate market penetration by implementing targeted sales strategies to introduce innovative products and solutions

• Develop and implement the global digital strategy to drive brand growth, sales performance, and community engagement
• Ensure consistent brand presence and storytelling across all digital touchpoints
• Translate global strategies into actionable playbooks, tools, and guidelines for local markets

• Market & Revenue Development: Implement market entry strategies and acquire international patients (B2C) as well as strategic partners (B2B)
• Market Analysis: Conduct market research, evaluate opportunities, and assess regulatory and competitive landscapes

• Drive business development efforts focused on Technology Transformation and Data & AI solutions within the local market.
• Build and maintain strong relationships with local financial institutions, including banks and wealth and asset managers.

• Multiple years of experience in field sales in a similar environment
• The fundamental ability to successfully lead a field sales team
• A first experience as a regional manager would be beneficial
• Excellent knowledge of our markets and products as well as our partners' sales products

• Formalize functional specifications. 
• Develop, configure, and customize Odoo modules in agreement with other owners and service providers. 
• Integrate APIs and other third-party systems. 
• Ensure the quality, performance, and security of developments. 

• Serve as the primary point of contact for allocated existing customers, ensuring their needs are met.
• Develop a deep understanding of each client's strategic objectives and requirements.

• Define and execute Marketingand Communications activities according to AIPPI Strategy (all media, incl. social media) 
• Content manager, marketing, media relations, and corporate communications and campaigns (media and digital) 

• Acquisition of new customers as well as maintenance and expansion of existing business relationships 
• Active management of the entire sales process – from project acquisition and feasibility studies to quotations, order intake, and project supervision (FAT, SAT)