Account Executive - Core

Summary

Join Addepar's expanding Sales Team as an Account Executive to drive new ARR for RIAs, Single and Multi-Family Offices, and Private Banks. Develop and execute strategic sales plans, manage lead qualification and conversion, and aggressively prospect for new relationships within assigned accounts. This role requires 4+ years of software sales experience, specifically selling SaaS products in wealth management or finance, with a proven track record of meeting quotas. Hands-on Salesforce experience and strong communication skills are essential. The position involves approximately 40-50% travel (COVID-19 era exempt). Addepar offers a competitive salary ($108,000 - $160,000 base salary) plus bonus, equity, and benefits. A Bachelor's degree is highly preferred.

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

• Development of 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-19 era exempt)

Preferred Qualifications

Bachelor's Degree highly preferred

Benefits

The current range for this role is $108,000 - $160,000 (base salary) + bonus + equity + benefits