Account Executive
Leads strategic SaaS sales for wealth management and financial institution accounts across Switzerland and Europe. The role requires strong financial-services sales experience, quota attainment, CRM proficiency, and ideally fluency in German and English.
About the job
Responsibilities
- Develop a strategic sales plan to cover key accounts in the assigned territory, including Swiss and European financial institutions.
- Manage lead qualification and conversion from large financial firms, focusing on private banks, family offices, and wealth managers.
- Prospect and build relationships with named accounts, establishing Addepar as a trusted solution.
- Own and drive the sector strategy and lead the sales cycle with a cross-functional team.
- Travel approximately 40–50% to meet prospects and clients and attend marketing events across Switzerland and Europe.
Requirements
- Significant experience in software sales, particularly within the financial services industry, with a strong track record of success.
- Experience selling SaaS solutions to wealth managers, RIAs, or financial institutions, particularly in Switzerland or the broader European market.
- Strong record of meeting or exceeding sales quotas.
- Practical experience with Salesforce or other CRM tools.
- Deep understanding of SaaS products, product demonstrations, and SaaS business models.
- Excellent interpersonal, presentation, verbal, and written communication skills.
- Fluency in German and English is preferred.
- A bachelor's degree is highly preferred.
Benefits and Values
- Company values include ownership, collaboration, client focus, innovation, and continuous learning.
- Equal opportunity employer with reasonable accommodation available for individuals with disabilities.
Skills
SaaS, Software Sales, Financial Services, Salesforce, CRM, Product Demos, Wealth Management, Private Banking, Family Offices, Rias
Similar jobs
Account Executive jobs
Sanity
London, United Kingdom
Own the full enterprise sales cycle for a technical SaaS product, from qualification and discovery through negotiation, closing, and account expansion. The role requires experience selling complex SaaS deals to technical and executive audiences, plus strong forecasting and communication skills.
Sanity
London, United Kingdom
Own the full enterprise sales cycle for complex SaaS deals across the DACH market, from qualified opportunities through contract closure. The role requires fluent German and English, enterprise selling experience, and the ability to manage technical and executive stakeholders.
Cloudflare
Switzerland
Drives new-logo acquisition among digital-native companies in the German-speaking Swiss market, managing full-cycle sales and engaging technical buyers on cloud, security, and AI infrastructure. Requires 3–5 years of B2B technology sales experience, German and English fluency, and demonstrated AI-assisted selling.
Okta
London, United Kingdom
Drives strategic enterprise cloud software sales across Fortune 500 accounts, developing new logos, expanding customer relationships, and closing complex seven-figure deals. The role requires strong value-selling expertise, executive presence, partner leverage, and knowledge of identity, security, cloud, automation, and AI.
Databricks
London, United Kingdom
Own and expand a strategic portfolio of UK government accounts while developing new departmental opportunities for Databricks’ Data and AI platform. The role requires strong public-sector enterprise sales experience, UK Government knowledge, consumption-based selling expertise, and disciplined territory planning.