CareerPlan

Sales Executive

CHE - Switzerland Work from HomeFull-time2026-10-26 → 2026-11-11

Core

Sales Executive role focused on developing markets, building client relationships, and driving revenue for Datasite's M&A infrastructure products.

Role type

Individual contributor sales executive

Builds

M&A deal infrastructure products and services

Domain

Financial Services / M&A / SaaS

Required skills

sales target achievement, client relationship management, networking, quote creation, Statement of Work (SOW) creation, invoice management, Salesforce CRM usage, market analysis, presentation skills, organizational skills

Preferred skills

SaaS sales experience, Financial Services sales experience, technology sales experience

Responsibilities

Support senior sales team in growing territory revenue and market share; create and maintain territory and account plans; set up meetings with assigned accounts; build rapport with internal and external customers; participate in on-boarding training and continuous learning; gain hands-on experience with Datasite suite; participate and co-host client events; understand all aspects of the selling process; take responsibility for a personal set of accounts; maintain accurate records of call activity in Salesforce; learn company policies and best practices

Seniority

Junior to Mid-level, hands-on IC