Account Manager - Core

Summary

Join Addepar's Account Management team and cultivate client relationships to drive revenue growth. This role involves working with C-suite executives, leading renewals and upsells, and exceeding sales quotas. You will partner with the Client Success Management team, manage a diverse client portfolio, and maintain accurate forecasting. The ideal candidate has 3+ years of experience in account management, sales, or finance, strong communication skills, and a proven track record of success. Addepar offers a competitive salary, bonus, equity, and benefits. The company values collaboration, client success, innovation, and continuous learning.

Requirements

• 3+ years of experience in account management, relationship management, sales, or a background in finance and investments
• High Emotional Intelligence (EQ) with a natural ability to build relationships
• Strong executive presence and outstanding communication/presentation skills to C-level executives
• Track record of successfully implementing sales strategies, meeting and exceeding goals
• Experience developing and selling sophisticated business solutions at the C-Suite level
• Ability to influence internal and external decision-makers and get results
• Strong time management and prioritization skills
• Experience working in Financial Services or Fintech required; wealth or asset management experience preferred

Responsibilities

• 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 in your book of business
• Lead/ own the renewal and upsell process
• Develop a strategic and targeted approach to attain and exceed annual sales quota and net retention targets
• Partner with the Client Success Management (CSM) team to deliver scheduled business reviews to key business contacts to increase awareness and growth around the full suite of Addepar products
• Comfortable overseeing a book of business across a wide range of clients including Family Offices, Banks, Institutions, and Registered Investment Advisors (RIAs)
• Maintain accurate forecasting and pipeline management

Benefits

• Bonus
• Equity