Addepar

4 weeks ago

Account Executive

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 17 hours agoStatus: Live

Job Summary

Drive new ARR in the Swiss and DACH wealth management market as a quota-carrying Account Executive. You’ll lead the sales cycle with cross-functional teams, build strategic relationships with RIAs, family offices, and private banks, deliver compelling SaaS product demos, and travel 40-50% across Switzerland and Europe to meet prospects and clients in a fast-growing fintech platform.

Location: Geneva

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Develop a strategic sales plan to cover key Swiss and European accounts, including Private Banks and Wealth Managers
•Manage lead qualification and conversion for large financial firms and proactively pursue named accounts
•Build new relationships with named accounts to establish Addepar as a trusted solution
•Lead the sales cycle with a cross-functional team across pre-sale to post-sale stages
•Travel to meet prospects and clients and attend marketing events across Switzerland and Europe (40-50% travel)

Travel: High travel

Key Requirements

•Significant experience in software sales within the financial services industry with a proven track record
•Proven experience selling SaaS solutions to wealth managers, RIAs, or financial institutions in Switzerland or Europe
•Strong ability to meet or exceed sales quotas
•Practical experience with Salesforce or other CRM tools
•Excellent interpersonal and presentation skills with strong written/verbal communication and German & English fluency (preferably)

Experience:Financial servicesSaaSWealth management

Education:Bachelor's

Skills:CommunicationPresentationRelationship-buildingNegotiationSalesforceCrmSaasProduct demos

Languages:EnglishGerman

Tech Stack:SalesforceCRMSaaSProduct demosGermanEnglish

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Addepar

Provides a wealth management platform that aggregates, analyzes, and reports on complex financial data for advisors, family offices, and institutions to enable better investment decision-making and portfolio reporting.

Industry: Wealth Management

Company Size: Large (251 to 1,000 employees)

Growth: Established Company

Headquarters: Mountain View, United States

Founded: 2009

Website LinkedIn

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Addepar

4 weeks ago

Account Executive

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 17 hours agoStatus: Live

Job Summary

Location: Geneva

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Develop a strategic sales plan to cover key Swiss and European accounts, including Private Banks and Wealth Managers
•Manage lead qualification and conversion for large financial firms and proactively pursue named accounts
•Build new relationships with named accounts to establish Addepar as a trusted solution
•Lead the sales cycle with a cross-functional team across pre-sale to post-sale stages
•Travel to meet prospects and clients and attend marketing events across Switzerland and Europe (40-50% travel)

Travel: High travel

Key Requirements

•Significant experience in software sales within the financial services industry with a proven track record
•Proven experience selling SaaS solutions to wealth managers, RIAs, or financial institutions in Switzerland or Europe
•Strong ability to meet or exceed sales quotas
•Practical experience with Salesforce or other CRM tools
•Excellent interpersonal and presentation skills with strong written/verbal communication and German & English fluency (preferably)

Experience:Financial servicesSaaSWealth management

Education:Bachelor's

Skills:CommunicationPresentationRelationship-buildingNegotiationSalesforceCrmSaasProduct demos

Languages:EnglishGerman

Tech Stack:SalesforceCRMSaaSProduct demosGermanEnglish

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Addepar

Industry: Wealth Management

Company Size: Large (251 to 1,000 employees)

Growth: Established Company

Headquarters: Mountain View, United States

Founded: 2009

Website LinkedIn