What is InvestGlass and Why?
At InvestGlass, we’re redefining how financial professionals and businesses manage their digital presence.
Headquartered in Switzerland, we offer a smart, all-in-one platform that brings together CRM, portfolio management, digital onboarding, and client portal tools — all built with flexibility and privacy in mind.
Our mission is simple: empower users to create and manage their digital world exactly the way they want. With our fully customizable solutions, we help financial institutions, advisors, and companies automate workflows, enhance client engagement, and grow efficiently — all within a secure Swiss-hosted environment. Visite InvestGlass.com
Your future Role – Sales Manager (Full-Time, Remote)
We’re looking for an energetic and driven Sales Manager to join our growing team!
In this role, you’ll be at the heart of our growth — building relationships, driving sales strategies, and expanding our presence across Europe.
You’ll:
- Develop and execute creative sales strategies to meet and exceed targets.
- Build and nurture lasting relationships with clients and partners.
- Identify new business opportunities and turn them into success stories.
- Lead and motivate a high-performing sales team.
- Collaborate with marketing, support, and product teams to deliver outstanding customer experiences.
- Regularly report on sales performance and market trends.
Qualifications
- Strong knowledge of sales strategies and a proven ability to implement them effectively.
- Experience in client relationship management and leading sales teams.
- Excellent communication, negotiation, and presentation skills.
- Skilled at spotting new opportunities and closing deals.
- Comfortable using CRM systems and Read.me, SurferSEO,ChatGPT and more.
- A track record of achieving (or exceeding!) sales goals.
- Bachelor’s degree in Sales, Marketing, Business, or a related field.
- Experience in software or FinTech is a plus.
Must Have
- European residency (within the EU or Switzerland).
- Fluent in English, and German, and French.
- A natural networker who enjoys meeting people and building connections.
- Willingness to travel 2–3 days per week across Europe.