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Account Executive

2 months ago

Arcadia, California, United States Addepar Full time
About the Role

We are seeking an experienced sales professional to join our Sales Team at Addepar. As an Account Executive, you will play a critical role in growing our presence in the finance industry by developing strategic sales plans, managing lead qualification, and generating new relationships within named accounts.

Key Responsibilities
  • Develop and execute a strategic sales plan to effectively cover assigned territory and grow new Annual Recurring Revenue (ARR) for Registered Investment Advisors (RIAs), Single and Multi-Family Offices, and Private Banks.
  • Manage lead qualification and conversion from large financial firms, leveraging your expertise in software sales and SaaS products.
  • Prospect and generate new relationships within named accounts, utilizing your strong interpersonal and presentation skills.
  • Travel to prospects, customers, or marketing events within territory (40-50%), as required.
Requirements
  • 4+ years of experience in software sales, with a proven track record of achieving quotas.
  • Experience selling SaaS products into the wealth management or finance industry.
  • Hands-on experience with Salesforce and a detailed knowledge of SaaS applications.
  • Strong verbal and written communication skills, with the ability to conduct product demos and understand the complexities of a SaaS business.
  • Ability to work in a fast-paced, team environment and adapt to changing priorities.
About Addepar

Addepar is a global technology and data company that helps investment professionals provide informed guidance to their clients. We are committed to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. Our values include Act Like an Owner, Build Together, Champion Our Clients, Drive Innovation, and Embrace Learning.