Client Relationship & Operations Manager 100% (m/f/d)

Over the past ten years, we at crowdhouse (Switzerland) AG have evolved from one of the most successful start-ups to one of the most significant real estate asset managers in Switzerland. We have revolutionised property ownership and made the purchase and sale of investment properties transparent, accessible, and efficient through our proprietary software. Today, as asset managers, we are responsible for a residential property portfolio valued at more than CHF 1.8 billion.

We are now facing our next growth phase, aiming to break into the top 10 largest Swiss real estate asset managers within the next five years. Our mission is to actively create more living space. Therefore, we specialise particularly in larger residential construction projects (usually from CHF 20 million GAV). We accompany the development, construction, and initial letting and subsequently take over the intergenerational management of the properties.

Job Summary

As a Client Relationship & Operations Manager, you hold a central key role within our sales team. You are responsible for the operational management of demanding customer processes and ensure that our Relationship Managers and Sales Directors can support their clients optimally.

You not only coordinate administrative procedures but also actively design and optimise our sales processes. You act as an important interface between Sales, Transaction Management, Legal, and Marketing, ensuring that complex customer concerns are handled efficiently, professionally, and solution-oriented.

With your high quality standards, structured working style, and strong service orientation, you contribute significantly to an excellent customer experience and the sustainable success of our sales team.

What you will achieve

• Independent management and coordination of sales-relevant customer processes

• Support for our Relationship Managers and Sales Directors with complex customer concerns and transactions

• Ensuring professional and high-quality customer care throughout the entire customer lifecycle

• Responsibility for the quality, completeness, and currency of customer-related data in the CRM system

• Coordination and management of contract-relevant documents as well as ensuring regulatory and internal requirements

• Coordination and creation of internal and external communication measures

• Management of collaboration with internal stakeholders such as Transaction Management, Legal, and Marketing

• Identification and implementation of optimisation potentials within sales and customer processes

• Monitoring critical deadlines and ensuring timely and high-quality processing

• Preparation of evaluations, presentations, and sales-relevant decision-making documents

• Support in planning and conducting exclusive customer events, workshops, and functions

What you bring with you

• Commercial training or business management further education

• At least 3-5 years of professional experience in a demanding customer-oriented, sales-related, or operational role

• Experience in financial services, real estate, private banking, wealth management, or comparable service-oriented industries is an advantage

• Very good German and good English skills, both spoken and written

• French or Italian is an advantage

• Experience with CRM systems, ideally Salesforce

• Confident use of MS Office or similar programmes

• Strong organisational skills and the ability to manage several demanding topics simultaneously

• High personal responsibility, strong quality awareness, and entrepreneurial thinking

• Professional demeanour and enjoyment in dealing with demanding clients

• Analytical, structured, and solution-oriented working style

• Confident stakeholder management and strong communication skills

Why you belong with us

• A team of highly ambitious entrepreneurs

• Goal-oriented, performance-driven, and employee-centred corporate culture

• Opportunities for advancement and career development

• Modern workplace centrally located in Zurich

• Fast decision-making and communication channels due to our flat hierarchy