Apana

About the Company

Apana – The AI for finance professionals redefining advisory services In a rapidly changing world, where financial planning decisions are increasingly complex, wealth transfers are accelerating, and client expectations are shifting, it has become essential to better understand, better simulate, and better act. Traditional tools are no longer enough. Forms are rigid, and general-purpose AIs often remain opaque. Our mission is simple: to make every wealth management decision clearer, fairer, and more human. Apana is an AI platform purpose-built for wealth management. It combines a powerful simulation engine, a language model trained to understand financial situations, and a conversational interface designed to streamline client interactions. Users no longer fill out forms. They engage in dialogue. Advisors no longer process data. They master it and put it into perspective. The experience becomes smoother, more educational, and more reliable. Our solution is designed for wealth managers, private banks, insurers, mutuals, and financial institutions. It integrates easily into existing tools and websites to generate smarter recommendations and more engaging user journeys. We believe that tomorrow’s advisory services will be hybrid, amplified by technology and grounded in trust. Apana was born from a single ambition: to build a tool that meets the real challenges of modern wealth management. Clarity. Precision. Impact.

Listed Jobs

Company Name

Apana

Job Title

Sales / Account Executive – Stage

Job Description

Job Title Sales / Account Executive – Internship Role Summary Support B2B sales of Capital Explorer’s asset‑management software. Conduct outreach, qualify leads, deliver initial demos, and accompany product experts through closing, while building a clean sales pipeline using HubSpot and Basecamp. Expectations • Deliver consistent qualified pipeline growth through outbound calls, emails, and LinkedIn. • Own end‑to‑end prospect journey: qualification, first‑level demos, participation in closing meetings, and post‑demo follow‑up. • Maintain disciplined CRM hygiene and timely follow‑ups. • Represent the company at industry events (e.g., Patrimonia). Key Responsibilities 1. Prospect prospects via cold outreach, email, LinkedIn, and phone. 2. Qualify inbound leads (R0) and assess their need for asset‑management solutions. 3. Conduct first‑level (R1) product demonstrations. 4. Attend closing calls with product experts (R2/R3). 5. Participate in trade shows and networking events. 6. Record and update all touchpoints in HubSpot; coordinate internal activities through Basecamp. 7. Collaborate with founders and senior sales staff on strategy and best practices. Required Skills • Strong interpersonal and trust‑building skills with prospects. • Excellent organizational ability—clean CRM, punctual follow‑ups, accurate pipeline tracking. • Rapid product and market learning agility. • Situational awareness: know when to listen, challenge, and push. • Highly motivated, results‑driven attitude. Required Education & Certifications • Final year of Master’s study in Business, Engineering, or equivalent university program. • No specific certifications required; knowledge of finance/wealth management is a plus.

Paris, France

Hybrid

01-12-2025