Middle Office Specialist

As a key contributor to our sales operations, you will manage a defined customer territory in close collaboration with a Sales Representative. You will also take ownership of all administrative and support activities related to sales and the implementation of financial information systems for our clients.

What You Will Do

• Oversee a customer sales territory in partnership with Sales and Account Managers, focusing on financial services products in Western Switzerland and selected international regions.
• Serve as the primary point of contact for customer inquiries related to products, functionalities, data, pricing, exchange permissions, and issue resolution.
• Draft, process, and manage customer contracts within the financial customer information system.
• Billing & Financial Oversight: Initiate invoicing processes and monitor dunning procedures and accruals to ensure financial accuracy.
• Manage product and data entitlements, and plan, coordinate, and track customer and sales-related projects from initiation to completion.

What You Bring

• Completed commercial apprenticeship (kaufmännische Grundbildung) followed by further education at a Swiss University of Applied Sciences (Fachhochschule) or a College of Higher Education (Höhere Fachschule) or equivalent.
• At least 3 years of experience in a similar role, preferably in a middle or back-office environment.
• Strong numerical aptitude and attention to detail.
• Customer-focused with a proactive and well-organized approach.
• Ability to work independently and collaboratively in a dynamic environment.
• Excellent verbal and written communication skills in English and German, proficiency in French is a plus.