Account Executive
Core
Drive new ARR by selling Addepar's AI-powered financial data platform to wealth management firms in Switzerland and DACH.
Role type
Senior Account Executive (Enterprise SaaS)
Builds
Addepar's unified portfolio and market data platform for investment professionals
Domain
Financial Services / Wealth Management / SaaS
Deliverable
client delivery
Required skills
Enterprise SaaS sales, financial services industry sales, lead qualification, strategic account planning, CRM management, product demo delivery
Preferred skills
German language fluency, experience selling to Private Banks or Family Offices
Technologies
Salesforce
Responsibilities
Develop strategic sales plans for assigned territory, manage lead qualification and conversion for large financial firms, prospect and build relationships with key accounts, travel to meet prospects and attend events
Seniority
Senior, quota-carrying IC