Account Executive

Summary

Join Addepar's Sales Team as an Account Executive and contribute to the growth of our financial platform. This role focuses on expanding our reach within large RIAs, Multi-Family Offices, and Private Banks. You will develop strategic sales plans, manage lead qualification, and aggressively prospect for new relationships. The position requires 4+ years of software sales experience, specifically within wealth management or finance, and a proven track record of achieving quotas. Addepar offers a competitive salary ($108,000 - $140,000 base salary) plus bonus, equity, and benefits. Travel is expected (40-50%). We value a collaborative and innovative work environment.

Requirements

• 4+ years experience in software sales
• Experience selling SaaS products into the wealth management or the finance industry
• Proven record of achieving quotas
• Hands on experience with Salesforce
• Detailed knowledge of and passion for SaaS applications with the ability to conduct product demos and understand the complexities of a SaaS business
• Strong interpersonal and presentation skills
• Exceptional verbal and written communication skills
• Experience with web based conferencing tools such as Zoom etc
• Ability to work in a fast paced, team environment

Responsibilities

• Develop a strategic sales plan to effectively and efficiently cover the named accounts within the assigned territory
• Manage lead qualification and conversion from large financial firms
• Aggressively prospect and generate new relationships within named accounts
• Some travel, as required, to prospects, customers or marketing events within territory (40-50% travel) (Covid era exempt)

Preferred Qualifications

Bachelor's Degree

Benefits

• Bonus
• Equity
• Benefits