Customer Executive

WHAT MAKES US, US

Join some of the most innovative thinkers in FinTech as we lead the evolution of financial technology. If you are an innovative, curious, collaborative person who embraces challenges and wants to grow, learn and pursue outcomes with our prestigious financial clients, say Hello to SimCorp!

At its foundation, SimCorp is guided by our values — caring, customer success-driven, collaborative, curious, and courageous. Our people-centered organization focuses on skills development, relationship building, and client success. We take pride in cultivating an environment where all team members can grow, feel heard, valued, and empowered.

If you like what we’re saying, keep reading!

WHY THIS ROLE IS IMPORTANT TO US

The roles within the Sofia Client & Business Development Team are responsible for managing client relationships and ensuring a high level of customer satisfaction.
Team members build strong, trusted relationships with key client representatives, supporting them in managing needs, requests, projects, and change management processes.

The role also includes responsibilities as Project Manager for projects involving clients and SimCorp teams across Consulting, Development, IT, and Business Services within SimCorp Italiana.

WHAT YOU WILL BE RESPONSIBLE FOR

• Business Development
• Account Management
• Marketing & Communication
• Commercial Back Office
• Budget & Forecast
• Client and Internal Projects
• Project Management
• Contract Management

Business Development

• Support the SimCorp Italiana MD in defining Sofia BU sales targets by developing a sales strategy focused on existing and new customers.
• Translate company sales targets into actionable plans for upselling to existing clients.
• Build tailored action plans per client, based on potential interest and upsell opportunities.
• Define pricing structures and service level agreements for new contracts, modules, services, and projects.

Activities include:

• Identifying sales and upselling opportunities
• Preparing offers, RFIs, and RFPs in collaboration with relevant stakeholders
• Participating in product demos together with SimCorp Consultants
• Negotiating and preparing contract renewals and new contracts
• Maintaining and updating the commercial database

Account Management

Act as the main point of contact for existing clients for all needs outside of Sofia’s Help Desk service.

• Promote additional modules and services
• Manage client projects (project plan creation aligned with internal capacity planning, project coordination, timeline and target monitoring, client reporting)
• Define, register, and plan new activities (development or consulting)
• Produce feasibility studies with relevant stakeholders
• Conduct periodic SOTA (State of the Art) meetings with clients

Commercial Back Office

• Maintain the relationship with client procurement representatives, ensuring timely purchase orders and accurate instructions to Finance for invoicing
• Perform credit collection activities
• Produce periodic contractual reports on SLAs and support the calculation of service fees
• Monthly updates of client files (software configuration, rental fees, order details)

Marketing & Communication

Responsible for all communication and marketing initiatives aimed at promoting SimCorp Sofia and its services.

• Create content and update the SimCorp Sofia website, newsletters, and brochures
• Prepare official SimCorp Sofia presentations
• Organize events to promote SimCorp Sofia, independently or in cooperation with Group Marketing

Budget & Forecast

• Define the revenue budget and coordinate with the Finance Department on revenue forecasting

Internal Projects

• Contribute to company internal projects leveraging the team’s project management skills (e.g. Corporate Responsibility, Customer Service Ticketing implementation, GDPR activities)

External Consultants Management

• Manage commercial back-office activities related to third‑party providers supporting SimCorp Sofia development

WHAT WE VALUE

Most importantly, you can see yourself contributing and thriving in the position described above. How you gained the skills needed for doing that is less important. We expect you to be good at several of the following and be able to - and interested in - learning the rest:

• English and Italian – good working proficiency
• Project Management skills – ability to plan, execute, control, and close projects to meet defined go