Account Manager - Strategic

Summary

Join Addepar's Account Management team as a leader who thrives in fast-paced environments and enjoys working with varied clients with complex needs. You will cultivate critical relationships and grow revenue by working cross-functionally to drive revenue growth, building lasting relationships with C-Suite executives, leading the renewal and upsell process, and exceeding annual sales quota and net retention targets. Partner with the Client Success Management team to deliver business reviews and maintain accurate forecasting and pipeline management. This role requires 10+ years of account management experience, high emotional intelligence, strong communication skills, and a proven track record of success in sales. Experience in Financial Services or Fintech is required, with wealth or asset management experience preferred. Addepar offers a competitive salary, bonus, equity, and benefits.

Requirements

• 10+ years of account management or relationship management experience
• 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
• Customer-obsessed
• Experience working in Financial Services or Fintech required

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
• Maintain accurate forecasting and pipeline management in Salesforce

Preferred Qualifications

Wealth or asset management experience

Benefits

• Bonus
• Equity
• Benefits