Account Manager - Strategic

Summary

Join Addepar's Account Management team and cultivate key relationships to drive revenue growth. This leadership role requires working with diverse clients and complex needs in a fast-paced environment. You will be responsible for renewals, upselling, and exceeding sales quotas. The ideal candidate possesses 7+ years of experience in account management, sales, or finance, strong communication skills, and a proven track record of success. Addepar offers a competitive salary ($89,000-$139,000 base) plus bonus, equity, and benefits. The company values collaboration, client success, and innovation.

Requirements

• 7+ 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
• Customer-obsessed
• 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
• Maintain accurate forecasting and pipeline management in Salesforce

Benefits

• Bonus
• Equity