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Financial Platform Specialist
vor 1 Woche
We are seeking a skilled sales professional to join our team in Switzerland. As a Financial Platform Specialist, you will play a key role in driving new revenue growth by engaging with financial institutions and establishing Addepar as the go-to platform for wealth management.
About the RoleThe Wealth Management Consultant will be responsible for developing and executing a strategic sales plan to effectively cover key accounts in their assigned territory. This includes Swiss and European financial institutions, such as Private Banks, Family Offices, and Wealth Managers.
- Develop a comprehensive understanding of Addepar's platform and its value proposition.
- Manage lead qualification and conversion from large financial firms, focusing on building strong relationships with decision-makers.
- 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).
We are looking for an experienced sales professional who has a proven track record of success in software sales, particularly within the financial services industry. The ideal candidate will have a deep understanding of SaaS products, excellent interpersonal and presentation skills, and fluency in English and German (French or Italian is a plus).
- Significant experience in software sales, particularly within the financial services industry.
- 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 and business models.
