Addepar is hiring an Account Manager - Core to cultivate client relationships and drive revenue growth across a diverse portfolio. This role is responsible for renewals and upsells, building strategic partnerships with C-Suite executives, and collaborating cross-functionally to deliver value.
What You'll Do
- Work cross-functionally to drive revenue growth across a portfolio of clients through renewals and additional products.
- Build lasting and meaningful relationships with C-Suite executives and other key stakeholders in your book of business.
- Lead and 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 contacts to increase awareness and growth around the full suite of Addepar products.
- Comfortably oversee a book of business across a wide range of clients including Family Offices, Banks, Institutions, and Registered Investment Advisors (RIAs).
- Maintain accurate forecasting and pipeline management.
What We're Looking For
- 3+ 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 and 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.
- Experience working in Financial Services or Fintech is required.
Nice to Have
- Wealth or asset management experience.
Team & Environment
Partners with the Client Success Management (CSM) team.
Benefits & Compensation
- Base salary range: $72,000 - $113,000
- Equity is included.
Work Mode
This role is remote and open to candidates across the USA.
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.
