Senior Account Executive – Capital Markets

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Performativ

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2020

💳 Fintech

☁️ SaaS

🤝 B2B

Fintech • SaaS • B2B

Performativ is a fintech scaleup that builds next-generation portfolio and wealth management systems. The company provides software used by investment managers and financial institutions to manage investment portfolios and wealth operations, positioning itself as a B2B, enterprise-facing product. Performativ describes rapid growth across multiple countries, venture capital backing, and a product-first mission to transform investment management workflows.

📋 Description

• Identify and acquire new clients in the Swiss financial sector, focusing on wealth managers, banks, and asset managers. • Own and manage the full sales cycle from prospecting through to contract close. • Position Performativ's offerings through a consultative approach tailored to client needs. • Collaborate with product, marketing, and engineering teams to deliver seamless client solutions. • Consistently meet or exceed sales targets and contribute to overall revenue growth. • Maintain deep knowledge of market trends, competitors, and regulatory developments in Switzerland. • Develop long-term relationships with C-level executives and key decision-makers. • Provide feedback from the market to inform product development and go-to-market strategies.

🎯 Requirements

• 5+ years of B2B sales experience, ideally within fintech, SaaS, or wealth management. • Strong track record of meeting or exceeding sales targets, especially in new business acquisition. • Deep understanding of the Swiss financial services market and client landscape. • Experience selling to asset managers, family offices, and institutional investors is highly valued. • Fluency in English and German; French or Italian is a plus. • Excellent consultative selling skills and ability to manage complex sales cycles. • Confident in engaging with senior stakeholders and navigating enterprise sales. • Entrepreneurial mindset and comfort working in a fast-paced, scaleup environment. • Proficiency with CRM tools and sales automation platforms.

🏖️ Benefits

• Trust and responsibility to shape the future of Performativ’s success in the European market from day one. • Join a fast-growing fintech scaleup supported by top-tier VCs. • Work with intelligent, passionate, and driven professionals with experience from leading institutions. • Accelerate your career with opportunities for professional development and leadership. • A competitive compensation package.