Offering Manager & Client Administrator (Fintech)

Location: Hybrid, Strada Regina 40, Bioggio, Canton Ticino, Switzerland

Company

hirify.global provides wealth management technology and services for financial institutions, including private banks, wealth managers, investment managers, retail banks, and neobanks.

What you will do

• Support the Sales team with preparing and processing offers according to internal standards and procedures.
• Act as the main contact for clients and Account Managers on financial and billing matters, including supporting documentation.
• Maintain records of annual recurring fees and ensure accurate, timely invoicing for contracted projects and services.
• Coordinate client and partner invoicing with Finance and Accounts Receivable teams.
• Support presentations, documentation, client meetings, events, follow-up activities, management reporting, and team administration.
• Support the Team Lead with onboarding, induction, and training of new team members.

Requirements

• Bachelor's degree or equivalent qualification.
• At least 2 years of experience in a support, operations, billing, or accounts receivable role.
• Advanced proficiency in Microsoft Office, particularly Excel, Word, and PowerPoint.
• Ability to multitask and adapt to changing priorities in a fast-paced environment.
• Team-oriented approach and willingness to support colleagues and provide backup.
• Excellent interpersonal skills for building effective relationships across the organization and with external stakeholders.
• Ability to handle challenging and complex situations with composure, confidence, and professionalism.
• Strong organization, attention to detail, and workload management skills.
• Fluent written and spoken German and French.

Culture & Benefits

• Hybrid and flexible working arrangements are available for most employees.
• Collaborative, supportive, and flexible work environment.
• Focus on work-life balance, diversity, equal opportunity, and an inclusive culture.
• Opportunity to work with financial institutions across a global organization operating in 12 countries.