Account Manager - Core - Remote

Overview

The Account Manager - Core role at Addepar involves cultivating client relationships and driving revenue growth in a fast-paced environment.

In Short

• Work cross-functionally to drive revenue growth across a portfolio of clients through renewals & additional products
• Build lasting and meaningful relationships with C-Suite executives and other key stakeholders
• Lead/own the renewal and upsell process
• Develop a strategic approach to exceed sales quotas
• Partner with Client Success Management to deliver business reviews
• Oversee a diverse book of business including Family Offices and Banks
• Maintain accurate forecasting and pipeline management

Requirements

• 3+ years of experience in account management or sales
• High Emotional Intelligence with a natural ability to build relationships
• Strong communication skills with C-level executives
• Track record of successfully implementing sales strategies
• Experience developing and selling business solutions at the C-Suite level
• Ability to influence decision-makers
• Strong time management skills
• Experience in Financial Services or Fintech required

Benefits

• Competitive salary with bonus and equity options
• Flexible work environment
• Opportunities for professional development
• Inclusive workplace culture
• Support for individuals with disabilities