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Sr. Account Executive

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Addepar

Jan 16

Applications are closed

  • Job
    Full-time
    Senior Level
  • Sales & Business Development
    Marketing
  • Bern

Requirements

  • 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.

Responsibilities

  • 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 (approximately 40-50% travel, depending on local guidelines and business needs).
  • The Account Executive is expected to own and drive the strategy for this sector and lead the sales cycle with a cross-functional team.

FAQs

What is the primary responsibility of the Sr. Account Executive at Addepar?

The primary responsibility is to drive Addepar's expansion in the Swiss market by engaging with Registered Investment Advisors, Single and Multi-Family Offices, and Private Banks to establish Addepar as the financial platform of choice in the wealth management industry.

What experience is required for this role?

Candidates should have significant experience in software sales, particularly within the financial services industry, with a strong track record of selling SaaS solutions to wealth managers, RIAs, or financial institutions, ideally in Switzerland or the broader European market.

Is travel required for this position?

Yes, approximately 40-50% travel may be required to meet with prospects and clients and attend marketing events across Switzerland and Europe, depending on local guidelines and business needs.

What qualifications are preferred for applicants?

A Bachelor's Degree is highly preferred for applicants.

What languages are required for this job?

Fluency in English and German is required, and knowledge of French or Italian is a plus.

What tools and systems should candidates be familiar with?

Practical experience with Salesforce or other CRM tools is expected, as well as a deep understanding of SaaS products and the ability to deliver engaging product demos.

What attributes are valued in the GTM team members at Addepar?

Valued attributes include being outcome-driven, having strong communication skills, a consultative selling approach, a collaborative mentality, and a reputation for being a trusted colleague and thought partner.

Does Addepar promote diversity and inclusion in the workplace?

Yes, Addepar is committed to being an equal opportunity employer, bringing together diverse ideas, experiences, and perspectives to drive innovative solutions while promoting a welcoming environment for inclusion and belonging.

Are there any specific values that guide Addepar's operations?

Yes, Addepar's values include acting like an owner, building together, championing clients, driving innovation, and embracing learning.

How can individuals with disabilities request accommodation during the hiring process?

Individuals with disabilities can contact Addepar to request reasonable accommodations to participate in the job application or interview process, perform essential job functions, and receive other benefits of employment.

Addepar is a global tech and data company that helps investment professionals provide better guidance for their clients.

Technology
Industry
501-1000
Employees
2009
Founded Year

Mission & Purpose

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users trust Addepar to empower smarter investment decisions and better advice. With a client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $5 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms, use cases and geographies. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India.

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