Lucius Giese
@luciusgiese
Enterprise SaaS sales leader specializing in AI-driven solutions for Financial Services, consistently exceeding quota.
What I'm looking for
I am an Enterprise Account Executive with 7+ years selling complex, AI-driven SaaS to Financial Services and 12 years of industry experience. I partner with C-suite, IT, Legal, and Compliance to drive digital transformation and AI adoption.
At Salesforce I own full enterprise sales cycles for strategic US and Swiss Financial Services accounts, positioning AI-powered CRM and data platforms for regulated environments and orchestrating complex RFPs and procurement processes.
Previously, I was Sales Director at Unblu where I was the #1 salesperson (2020–2021) and consistently overachieved quota, closing complex SaaS deals for banks and insurers and expanding account revenue through cross-cloud strategies.
I hold an Executive MBA in Digital Transformation and a Swiss Federal Diploma in Insurance; I lead with a pragmatic, consultative approach focused on measurable revenue growth and risk-aware technology adoption.
Experience
Work history, roles, and key accomplishments
Own full enterprise sales cycle for strategic US Financial Services accounts, positioning AI-powered CRM and data platforms and navigating complex, regulated procurement to close multi-million-dollar deals.
Enterprise Account Executive
Salesforce Sàrl
Jul 2022 - Jan 2025 (2 years 6 months)
Owned full enterprise sales cycle for Tier-1 Swiss banks, achieved 107% of quota in FY24 and doubled average order value of largest account through cross-cloud expansion and AI/data positioning.
Partner (Part-Time)
Strategic Swiss Partners AG
Jan 2019 - Jan 2025 (6 years)
Provided part-time expertise on InsurTech investments and strategic advisory to portfolio companies and investors.
Sales Director
Unblu Inc.
May 2019 - Jun 2022 (3 years 1 month)
Owned full SaaS sales cycle for enterprise insurance and banking customers, was #1 salesperson company-wide in 2020–2021 and exceeded quotas with $1.98M (124%) in 2020 and $2.11M (117%) in 2021.
Head of Key Account Management
Mobiliar Insurance
Jan 2015 - Mar 2019 (4 years 2 months)
Led a team of six key account managers, owned regional SME insurance strategy and revenue targets, and helped the agency rank #1 in Switzerland for SME insurance in 2017 and 2018.
Senior Underwriter
Mobiliar Insurance
Jan 2011 - Dec 2014 (3 years 11 months)
Underwrote SME insurance risks, consulted six agencies (~100 agents) on management and sales processes, and delivered in-company training on new products.
Sales Agent
Mobiliar Insurance
Jul 2007 - Dec 2010 (3 years 5 months)
Advised existing and acquired new private and corporate clients, consistently overachieving targets and ranking #38 nationwide out of 800 agents.
Education
Degrees, certifications, and relevant coursework
University of Applied Sciences Chur (FHGR)
Executive MBA, Digital Transformation
Executive MBA in Digital Transformation focused on digital strategy and organizational change.
Swiss Federal Institute for Vocational Education and Training (Swiss Federal Diploma in Insurance)
Swiss Federal Diploma in Insurance, Insurance
Earned the Swiss Federal Diploma in Insurance, demonstrating professional competence in insurance practices and regulations.
University of St. Gallen (CAS Business Administration, FH St. Gallen)
Certificate of Advanced Studies (CAS), Business Administration
Completed a CAS in Business Administration covering core business and management topics.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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