Sales Executive
Leads strategic SaaS sales to private banks, family offices, wealth managers, and other financial institutions across Singapore and APAC. The role requires a successful financial-services software sales track record, CRM proficiency, strong presentation skills, and English fluency.
About the job
Responsibilities
- Deliver innovative technology solutions to help reshape the wealth management industry.
- Develop and execute a strategic sales plan for key accounts across APAC and Singapore, focusing on private banks, family offices, and wealth managers.
- Lead the full sales cycle from prospecting through closing, collaborating with cross-functional teams to ensure a high-quality client experience.
- Build and nurture client relationships and position Addepar as a trusted solution in the Singaporean and APAC markets.
- Attend client meetings and marketing events as needed, with approximately 30–40% travel depending on business needs.
Requirements
- Experience in software sales within financial services, with a strong record of meeting or exceeding quotas.
- Proven experience selling SaaS solutions to wealth managers, registered investment advisors (RIAs), or financial institutions, particularly in Singapore or broader APAC markets.
- Proficiency with Salesforce or other CRM tools.
- Ability to deliver compelling product demonstrations and navigate SaaS business models.
- Strong interpersonal, presentation, written, and verbal communication skills.
- Fluency in English; Mandarin or another related language is a plus.
- Bachelor’s degree highly preferred.
Skills
SaaS, Salesforce, CRM, Software Sales, Financial Services, Wealth Management, Product Demos, Account Planning, Quota Management, Client Relationship Management
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