Sr. Account Executive

Summary

The job is for a Strategic Account Executive at Addepar, a global technology company that helps investment professionals. The role involves managing consultative sales cycles with large RIAs, Multi-Family Offices, and Family Offices. The candidate will be expected to develop strategies to grow new annual recurring revenue and advise mid-tier clients.

Requirements

• Proven successful experience in leading sales cycles
• Excellent written and verbal communication skills
• Proven experience selling complex technology products and solutions to RIAs and Multi-Family and Family offices, running complex deals across all levels of a client’s organization
• Excellent presentation and executive engagement skills
• Excellent negotiation skills
• A self-starter who thrives in a fast-paced environment

Responsibilities

• Own and drive the strategy for this sector and lead the sales cycle with a cross-functional team
• Craft RIA and Family office engagement strategies based on the Addepar GTM model and your experiences as a leader
• Bring best practices to Addepar and teach us what has made you wildly successful throughout your career
• Collaborate with colleagues across Product, Engineering, Services, and more
• Timely and accurate pipeline and forecast management to help drive cross-functional alignment and expectations
• Engagement at C-level in enterprise client organizations and within Addepar
• Develop required client relationships and executive engagement to support long-term success

Benefits

Base salary between $108,000 - $161,000 + bonus + equity + benefits