Sr. Account Executive

Sr. Account Executive

**Who We Are**

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 have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar's platform aggregates portfolio, market and client data for over $6 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 and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune.

**The Role**

We are currently seeking an Account Executive to join our growing Sales Team in Switzerland

We are looking for an experienced, quota-carrying sales professional eager to help drive Addepar's expansion in the Swiss market and establish us as the financial platform of choice for the wealth management industry. As one of the first hires in this region, the Account Executive will play a key role in driving new ARR (Annual Recurring Revenue) by engaging with RIAs (Registered Investment Advisors), Single and Multi-Family Offices, and Private Banks.

This is a unique opportunity to contribute to our growth in a new region, helping to shape Addepar's presence in Switzerland and the broader DACH region. You will work closely with our global sales, marketing, and product teams to build relationships with key financial institutions and drive the adoption of Addepar's platform.

**What You'll Do**

The Account Executive is expected to own and drive the strategy for this sector and lead the sales cycle with a cross-functional team.
- 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).

**Who You Are**

As a proven account executive, you will likely have demonstrated ability in sales or the equivalent degree of expertise in a similar environment. We are only interested in individuals with a genuine passion and consistent track record for building and delivering extraordinary client outcomes.
- 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.

**Our GTM team members come from a variety of different backgrounds, experiences, and cultures, yet all exemplify the following attributes**:

- Deeply connected to our mission as an organisation and to each other
- Experience and passion for driving successful client experiences
- Outcome driven mindset
- Strong communication skills
- Consultative selling approach
- Collaborative mentality with the ability to mould consensus through thought leadership and a data-driven strategy
- Reputation for being a trusted colleague and thought partner to colleagues and clients
- Strong intellectual horsepower
- Strong technical proficiency
- Desire to both teach and learn

**Our Values**
- **Act Like an Owner -**Think and operate with intention, purpose and care. Own outcomes.
- **Build Together -**Collaborate to unlock the best solutions. Deliver lasting value.
- **Champion Our Clients -**Exceed client expectations. Our clients' success is our success.
- **Drive Innovation -**Be bold and unconstrained in problem solving. Transform the industry.
- **Embrace Learning -**Engage our community to broaden our perspective. Bring a growth mindset.

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

Job ID 769534300