Remote Account Manager

Summary

The job is for an Account Manager at Addepar, a global technology and data company. The role involves managing client renewals and upsell opportunities, overseeing a large book of business, acting as relationship owner, driving revenue growth, and maintaining accurate forecasting and pipeline management.

Requirements

• 2+ years of Account Management experience
• Demonstrated success in implementing sales strategies and exceeding objectives
• The ability to navigate all levels of partner organizations
• An interest in developing and selling sophisticated business solutions at the C-Suite level
• Excellent communication and presentation skills
• The skill to effectively persuade internal and external decision-makers and achieve desired outcomes
• Strong time management and prioritization abilities

Responsibilities

• Successfully manage and lead multiple ongoing client renewals and upsell opportunities
• Comfortable overseeing a large book of business across a wide range of clients including Registered Investment Advisors (RIAs), Family Offices, and Multi Family Offices
• Act as relationship owner and escalation point, building meaningful relationships with the C-suite to drive business outcomes
• Work cross-functionally to drive revenue growth across a portfolio of clients for Addepar products
• Develop a strategic and targeted approach to attain and exceed annual sales quota and net retention targets
• Maintain accurate forecasting and pipeline management
• Use Salesforce effectively to run the sales process

Preferred Qualifications

Experience in the Financial Services or Fintech industry preferred

Benefits

The base salary range for this role is $72,000 - $113,000 (base salary) + bonus + equity + benefits