# Account Executive

**Company:** [Addepar](https://hotfix.jobs/companies/addepar)
**Location:** Geneva, Switzerland, London, United Kingdom
**Role:** Account Executive
**Skills:** SaaS, Software Sales, Financial Services, Salesforce, CRM, Product Demos, Wealth Management, Private Banking, Family Offices, Rias
**Posted:** 2026-06-23

> 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.

## Job Description

## 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.

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