Account Executive

Addepar
Geneva
Workplace: OnsiteFull timeFunction: SalesEducation: bachelorsSkills: ["Communication","Presentation","Relationship-building","Negotiation","Salesforce","Crm","Saas","Product demos"]

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.

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Addepar
Addepar
2 months ago

Account Executive

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Last checked: 9 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
WebsiteLinkedIn