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Evooq

Wealth management platform with risk analytics

Head of Sales

Account Executive +1Confirmed live in the last 24 hours
Full-timeZürich, Switzerland

About the Job

Requirements

  • Personally closed enterprise software-as-a-service or platform deals of CHF/EUR 300K+ annual recurring revenue into banks, asset managers, or capital markets institutions as the deal owner.
  • Experience selling technology products through 6–12 month sales cycles involving procurement, IT security, legal, and multiple business sponsors.
  • Operate with a structured sales methodology and articulate a concrete deal qualification process.
  • Run a product demonstration or lead one with pre-sales, and understand the product being sold at a functional level.
  • Fluent in English.

Responsibilities

  • Own the full sales cycle from outbound prospecting to signed contract for a complex enterprise platform.
  • Build and maintain a qualified pipeline using a structured sales methodology such as MEDDIC, SPIN, Challenger, or equivalent.
  • Run discovery workshops and coordinate product demonstrations with the pre-sales team.
  • Manage proof-of-concept and pilot processes end-to-end, including scoping, success criteria, stakeholder alignment, and conversion to production.
  • Develop expansion plans for existing accounts by identifying upsell opportunities, driving net revenue retention growth, and increasing platform adoption.
  • Navigate multi-stakeholder decision processes involving front office, IT, procurement, compliance, and C-level sponsors.
  • Build and execute a go-to-market playbook for structured products technology in collaboration with marketing and product.
  • Represent the company at industry events and generate pipeline from them.
  • Maintain accurate customer relationship management data, stage progression, forecasting, and win/loss analysis.

Desired Qualifications

  • French and/or German fluency is a strong plus for the Swiss and European client base.
  • Experience selling into capital markets, particularly structured products, derivatives, or trading technology.
  • Ability to hold credible technical conversations with front-office professionals such as structurers and traders.
  • Track record of managing proof-of-concept-to-production conversion in complex institutional environments.
  • Experience in scale-up environments building or refining sales processes.
  • Background as an enterprise sales professional at a capital markets technology vendor, a SaaS/platform seller at a fintech company with institutional banking clients, or a sales leader at a trading platform, pricing engine, risk system, or post-trade technology provider.

About the Company

Evooq

Wealth management platform with risk analytics

Evooq provides an integrated wealth management platform that automates the entire advisory process, including client profiling, portfolio construction, risk analytics, investment proposals, and regulatory compliance. It uses Edgelab’s core risk analytics and portfolio construction engine in a single workflow to consolidate risk management, advisory services, structured products, and compliance. The platform offers advanced risk analysis such as scenario planning and stress testing and classifies risk for assets and portfolios to meet MiFID II requirements, serving banks, wealth managers, and pension funds globally. Its goal is to help financial professionals deliver personalized, compliant investment advice at scale by reducing reliance on multiple tools and enabling automated, data-driven guidance, with support from partnerships and investments like JP Morgan and Titanbay.

Company size
11-50
Company stage
Not listed
Total funding
Not listed
Headquarters
Lausanne, Switzerland
Founded
2018

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