Addepar is seeking an Account Executive to join its Sales Team and drive new annual recurring revenue (ARR) from large Registered Investment Advisors (RIAs), Multi-Family Offices, and Private Banks. The ideal candidate will develop strategic sales plans, manage lead qualification, and build relationships within assigned territories while supporting Addepar's mission to transform financial data into actionable intelligence.
What You'll Do
- Development of 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 era exempt)
What We're Looking For
- 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
- Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment
Nice to Have
- Bachelor's Degree highly preferred
Technical Stack
- Salesforce
- Zoom
Team & Environment
- Ever expanding team
- Sales Team
- Reporting to: not specified
Benefits & Compensation
- bonus
- equity
- benefits
- reasonable accommodation to participate in the job application or interview process
- reasonable accommodation to perform essential job functions
- reasonable accommodation to receive other benefits and privileges of employment
Compensation includes a base salary of $108,000 - $135,000, equity, and bonus.
Work Mode
- Hybrid
- Locations: New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, São Paulo
- 40-50% travel required
Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
