Account Executive - Core - Remote

Overview

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai.

In Short

• We are seeking an experienced Account Executive to join our Sales Team.
• Responsible for growing new ARR for RIA’s, Single and Multi-Family Offices, and Private Banks.
• Development of a strategic sales plan for named accounts.
• Manage lead qualification and conversion from large financial firms.
• Aggressively prospect and generate new relationships.
• Some travel required (40-50% travel).
• 4+ years experience in software sales.
• Experience selling SaaS products in the finance industry.
• Proven record of achieving quotas.
• Hands-on experience with Salesforce.

Requirements

• Strong interpersonal and presentation skills.
• Exceptional verbal and written communication skills.
• Experience with web-based conferencing tools such as Zoom.
• Ability to work in a fast-paced, team environment.
• Bachelor's Degree highly preferred.

Benefits

• Competitive salary range of $108,000 - $160,000 plus bonus and equity.
• Flexible work environment.
• Opportunities for professional growth.
• Comprehensive benefits package.
• Inclusive workplace culture.