Senior Account Executive

vor 3 Wochen

Lausanne, Schweiz Joinandgrow Vollzeit

Senior Account Executive - WealthTech - Switzerland
Languages:Native French speaker and fluent in English
Location: Lausanne, Switzerland
Contract type: Full-time Permanent
Hybrid: 3 days in the office

For nearly a decade, sister companies Evooq (www.evooq.ch) and EdgeLab (www.edgelab.ch) have helped wealth managers and private banks do more business by making their complex work radically simple. Our modern digital solutions span the whole client management and investment process and enable them to deliver hyper-personalized solutions while operating with utmost productivity.

Our solutions support operations of over 150 wealth management companies and private banks across Europe and the Asia-Pacific, with sales introductions mainly through industry referrals and a small sales team to manage sales processes.

Job Description

We are now looking to hire a French-speaking Senior Account Executive to lead the charge in driving sales growth across Switzerland. You must have a proven track record in leading business solutions software sales to Enterprise clients in Financial Services, preferentially in Wealth Management. The ideal candidate will be a proactive leader with a proven sales track record, exceptional communication skills, and a strategic mindset to exceed sales targets.

  • Sales Strategy: Develop and execute effective sales strategies and account plans to meet and exceed revenue targets.
  • Deliver on Forecast and Quotas: Ensure accurate forecasting and consistently meet or exceed assigned sales quotas
  • Prospect and Qualify: Identify and develop new business opportunities at existing clients and new prospects through targeted outreach, market awareness and existing relationships.
  • Client Engagement: Build and develop strong relationships with key decision-makers at various functions and organisational levels to understand client needs and present tailored solutions.
  • Negotiation and Closing: Lead contract negotiations and close win-win deals which pave the way for more success both at customer and at Evooq
  • Orchestrate the Sales Team: Coordinate and lead cross-functional sales teams to align efforts and present a unified approach towards client needs and solutions.
  • Collaboration: Work closely with marketing, product, and customer success teams to ensure seamless customer onboarding and long-term customer success.
  • Market Insights: Stay informed about industry trends, market conditions, and competitor activities to position Evooq solutions effectively.
  • Reporting and Analysis: Maintain accurate records of sales activities and forecasts through CRM tools and provide regular updates to senior management.
Qualifications
  • Experience: Minimum of 5-7 years of software sales experience in the Financial Services industry, preferably in Wealth Management targeting Tier 1 and Tier 2 Banks
  • Track Record: Demonstrated success in repeatedly meeting and exceeding sales quotas in a competitive environment.
  • Skills: Excellent negotiation, presentation, and closing skills.
  • Technical Acumen: Ability to quickly learn and convey technical details and product specifications.
  • Business acumen: strong understanding of the client’s business and ability to position Evooq’s products and services competitively in the context of the client’s objectives.
  • Communication: Superior verbal and written communication skills.
  • Languages: French mother tongue and English fluent
  • Education: Bachelor’s degree in Business, Marketing, or a related field.
Additional Information

Evooq is a global provider of technology-driven solutions for wealth managers. We are building an ecosystem that combines data, technology and investment expertise to make personalised investment scalable.

Wealth managers use our solutions to deliver personalised advice to investors with high-quality content and the best investment products.

We are headquartered in Lausanne, with additional offices in Zurich and Singapore. We operate as a group of highly autonomous teams that take responsibility for their projects and interact with each other based on mutual trust.

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