Summary
Overview
Work History
Education
Skills
Certification
Awards
Personal Information
Languages
Timeline
Hi, I’m

ALESSIA MENEGON

Enterprise Account Executive
Zurich
ALESSIA MENEGON

Summary

I’m Alessia Menegon, an enterprise sales leader with 14 years of experience helping financial institutions modernize through cloud, data, and AI-driven solutions.

What I Do

  • Drive Revenue & Relationships
    I currently serve as a Senior Enterprise Account Executive at Bloomberg in Zürich, where I exceed multimillion-CHF quotas by replacing legacy market-data stacks with Bloomberg’s AI-enabled SaaS and cloud platforms. My track record includes 200 %+ attainment three years running and awards for “Best Enterprise Product Deal” and “Top Prospector.”
  • Navigate Complex Deals
    From prospecting to C-suite negotiation and final signature, I own the full sales cycle. Leveraging MEDDPICC, I build 18-month account plans, lead cross-functional pursuit teams, and deliver board-level business cases that align technology investments with strategic objectives.
  • Champion Client Success
    My consultative approach was honed as an Associate Director at UBS and an Investment Consultant at Credit Suisse, managing UHNW and institutional portfolios worth > CHF 950 million. I translate business goals into actionable digital-transformation roadmaps that unlock tangible ROI.

Core Expertise
DevSecOps, cloud data platforms, AI/ML analytics, cybersecurity, digital banking, value-based selling, C-suite stakeholder management, DACH & Swiss market knowledge, multilingual (English, French, Italian).

What Drives Me
I believe that data, AI, and secure cloud architectures are the catalysts for the next wave of financial-services innovation. My mission is to help banks and insurers accelerate this journey—securely, compliantly, and profitably—while mentoring the next generation of sales talent.

Looking Ahead
I’m pursuing senior leadership roles where I can:
Scale go-to-market teams for cutting-edge SaaS and cybersecurity vendors.
Shape product strategy by bringing real market feedback to engineering.
Champion diversity and inclusion in tech sales, continuing the initiatives I founded at Bloomberg and UBS.

If you’re as passionate as I am about transforming finance with cloud, data, and AI—let’s connect!

Overview

14
years of professional experience
1
Certification

Work History

Bloomberg L.P
Zürich

Senior Enterprise Account Executive, Financial Services
11.2021 - Current

Job overview

  • Quota attainment: Averaged 205 % of annual target, delivering CHF 4 M+ net-new ARR each year and 97 % renewal rate through multi-solution up-sell (data cloud, workflow, analytics, ESG).
  • Strategic account plans: Built 18-month roadmaps per bank, mapping buying centers, identifying whitespace, and aligning cross-suite opportunities; drove 3× pipeline coverage and accurate weekly forecast.
  • C-level engagement: Secured 30+ active relationships at CFO, CRO, CDO, and CIO levels via executive briefings, PoV workshops, and quarterly value reviews.
  • Solution selling: Led discovery, needs analysis, and objection handling; positioned AI-driven reporting, real-time data feeds, and workflow automation to solve consolidation, regulatory, and audit pain points.
  • Team & partner leadership: Orchestrated virtual teams (SE, Legal, PS, Snowflake, Tableau, Big 4) to craft proposals, negotiate MSAs/SOWs, and ensure seamless delivery; accelerated cycles by 25 %.
  • Recognition: Bloomberg "Best Enterprise Product Deal" (2023) for 7-figure multi-product win; global "Top Prospector" (2024).

UBS AG
Zürich

Relationship Manager, Ultra High Net Worth Segment, Associate Director
06.2019 - 12.2020

Job overview

  • Managed a $500M AUM investment portfolio, successfully growing the client base and generating significant new business opportunities in the UHNW segment for US persons booking in CH.
  • Demonstrated exceptional relationship-building skills, achieving 25% YoY growth through strategic business development and leveraging UBS's global offerings.
  • Played a key role in developing and implementing client-specific growth strategies, leading to a 7% increase in revenue YoY.
  • Led client engagements to deliver tailored solutions for complex financial needs, resulting in $50M in new AUM and solidifying trust with clients.

Credit Suisse AG
New York

Investment Consultant, Canadian Desk, Assistant Vice President, Private Banking
04.2018 - 05.2019

Job overview

  • Actively managed the investment portfolio of $450mil AUM for the Canadian desk by evaluating the complexity and regulatory restrictions for Canada and developing in-depth business strategies.
  • Increased revenue on the desk by 20% YoY with same AUM.
  • Growing and revitalizing stagnant client portfolio by constructing tailored advice based on market conditions for UHNWI clients within investment proposals, assessing the risk budget, and creative investment strategies.

Credit Suisse AG
Zürich

Senior Sales Manager, Advisory & Sales, Latin America, Private Banking
02.2013 - 04.2018

Job overview

  • Defined content for CS weekly tactical investment ideas sent to RM's based upon market environment, switch recommendations, and opportunities.
  • Identifying new product ideas & opportunities, creating client GTM material on rationale, tracking, and presenting & leading ideas at the weekly Sales Meeting.
  • Key contributor for running the Sales Process and operational rigor for monthly sales initiatives and KPIs.
  • Defined the short and long term LatAm "playbook" strategies for Regional Manager's to identify accounts eligible to increase sales and achieve revenue targets.

Education

New York University

B.A. from Economics and Business Studies
05.2011

University Overview

Studied at NYU London (2007-2008) and NYU Shanghai (2009-2009)

Skills

  • Enterprise cloud sales
  • Business intelligence
  • Data strategy
  • Tableau and Snowflake
  • Databricks expertise
  • Go-to-market strategy
  • AI solutions
  • Cloud data platforms
  • Predictive analytics
  • Real-time data intelligence
  • Consultative sales
  • Customer engagement
  • Strategic selling
  • Executive relationship management
  • Value-based positioning
  • Salesforce ecosystem
  • Digital transformation
  • Salesforce data cloud
  • Sales cloud and service cloud
  • Marketing cloud and C-level relationship management

Certification

  • FINRA Series 65 Certified
  • Salesforce Mountaineer (Trailblazer)

Awards

Enterprise Relationship Manager of the Year, Bloomberg

  • 2024 - 1st place
  • 2023 - 1st place
  • 2022 - 2nd place
  • Winner of Enterprise Product Deal of the Year, Bloomberg, 2023
  • Winner of Top Prospector in the Americas, Bloomberg, 2024
  • Founder, Canadian Chapter of Bloomberg Women in Buyside Series, 2023-present
  • Co-founder, UBS Financial Empowerment for American Women Living Abroad Series, 2020

Personal Information

Nationalities: Swiss C Permit, Italy, USA, Canada

Languages

English
Native/ Bilingual
Italian
Professional
German
Elementary
French
Limited

Timeline

Senior Enterprise Account Executive, Financial Services

Bloomberg L.P
11.2021 - Current

Relationship Manager, Ultra High Net Worth Segment, Associate Director

UBS AG
06.2019 - 12.2020

Investment Consultant, Canadian Desk, Assistant Vice President, Private Banking

Credit Suisse AG
04.2018 - 05.2019

Senior Sales Manager, Advisory & Sales, Latin America, Private Banking

Credit Suisse AG
02.2013 - 04.2018

New York University

B.A. from Economics and Business Studies

Similar Profiles

CREATE PROFILE
ALESSIA MENEGONEnterprise Account Executive