Sr. Account Executive at Addepar

Addepar is seeking a Sr. Account Executive to join its growing Sales Team in Switzerland. The Account Executive will drive new ARR by engaging with RIAs, Single and Multi-Family Offices, and Private Banks. This role contributes to Addepar’s growth in Switzerland and the broader DACH region. The Account Executive is expected to own and drive the strategy for this sector and lead the sales cycle with a cross-functional team. Primary responsibilities include developing a strategic sales plan, managing lead qualification and conversion, proactively prospecting and building new relationships, and travelling to meet with prospects and clients.

• Develop a strategic sales plan to effectively cover key accounts in your 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.
• Proactively prospect and build new relationships with named accounts, establishing Addepar as a trusted solution.
• Travel as required to meet with prospects and clients and attend marketing events across Switzerland and Europe

To be successful, the candidate should have significant experience in software sales, particularly within the financial services industry. They should have proven experience selling SaaS solutions to wealth managers, RIAs, or financial institutions, particularly in Switzerland or the broader European market. A strong track record of meeting or exceeding sales quotas is essential. Skills in Salesforce or other CRM tools, a deep understanding of SaaS products, excellent interpersonal and presentation skills, and fluency in English and German are also required. A Bachelor’s Degree is highly preferred.

• Significant experience in software sales, particularly within the financial services industry, and a strong track record of success.
• Proven experience selling SaaS solutions to wealth managers, RIAs, or financial institutions, particularly in Switzerland or the broader European market.
• Strong track record of meeting or exceeding sales quotas.
• Practical experience with Salesforce or other CRM tools.
• Deep understanding of SaaS products, the ability to deliver engaging product demos, and the intricacies of SaaS business models.
• Excellent interpersonal and presentation skills.
• Exceptional verbal and written communication skills, including fluency in English and German (French or Italian is a plus).
• Bachelor’s Degree is highly preferred.

What Addepar offers:

• Opportunity to reshape the industry