Remote Sr. Account Manager

Summary

The job is for an Account Manager at Addepar, a fast-growing tech company that helps investment professionals make informed decisions. The role involves cultivating relationships with clients to drive revenue growth, developing sales strategies, and meeting annual sales targets.

Requirements

• 8+ years of account management experience
• Track record of successfully implementing sales strategies, meeting and exceeding goals
• Strong executive presence and ability to successfully navigate all levels of highly matrixed organizations
• Experience developing and selling sophisticated business solutions at the C-Suite level
• Outstanding communication and presentation skills to C-level executives
• Ability to influence internal and external decision-makers and get results
• Strong time management and prioritization skills
• Demonstrates strong customer focus
• Work constructively with others to build consensus

Responsibilities

• Work cross-functionally to drive revenue growth across a portfolio of clients through renewals & additional products
• In conjunction with the Client Engagement & Success Management (CESM) team, cultivate relationships across your portfolio of assigned clients, connecting with key business executives from C-level on down
• Partner with the CESM team to deliver scheduled business reviews to key business contacts to increase awareness and growth around the full suite of Addepar products
• Develop a strategic and targeted approach to attain and exceed annual sales quota and net retention targets
• Maintain accurate forecasting and pipeline management
• Lead renewal process
• Use Salesforce effectively to run the sales process from lead generation to closing and maintaining relevant data

Preferred Qualifications

Experience working in Financial Services or Fintech preferred

Benefits

$126,000 - $196,000 (base salary) + bonus + equity + benefits