Senior Account Executive

Summary

Join Addepar's expanding Sales Team as an Account Executive! This quota-carrying role focuses on growing new ARR for RIAs, Single and Multi-Family Offices, and Private Banks. You will develop strategic sales plans, manage lead qualification, aggressively prospect for new relationships, and conduct product demos. The position requires 4+ years of software sales experience, specifically within wealth management or finance, and proven quota achievement. A competitive base salary ($129,000 - $161,000) plus bonus, equity, and benefits is offered. Travel is expected (40-50%). Addepar values a diverse and inclusive workplace.

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

• Develop 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

Benefits

• Bonus
• Equity
• Benefits