Addepar
Addepar is a comprehensive technology and data platform designed to streamline wealth management for investment professionals globally. It empowers firms with sophisticated tools to manage complex investment portfolios, offering features like data aggregation, portfolio trading, portfolio modeling, and fee tracking. With over $6 trillion in assets managed, Addepar serves a variety of financial services including wealth managers, family offices, private banks, and broker-dealers. It supports more than 45 markets worldwide and provides customizable reporting and integration solutions, facilitating better decision-making and client satisfaction.
Account Executive - Core
February 12
🏄 California – Remote
⛰️ Colorado – Remote
+1 more states
💵 $108k - $140k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🧑💼 Account Executive
🦅 H1B Visa Sponsor
Addepar
Addepar is a comprehensive technology and data platform designed to streamline wealth management for investment professionals globally. It empowers firms with sophisticated tools to manage complex investment portfolios, offering features like data aggregation, portfolio trading, portfolio modeling, and fee tracking. With over $6 trillion in assets managed, Addepar serves a variety of financial services including wealth managers, family offices, private banks, and broker-dealers. It supports more than 45 markets worldwide and provides customizable reporting and integration solutions, facilitating better decision-making and client satisfaction.
📋 Description
• 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)
🎯 Requirements
• 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 • Bachelor's Degree highly preferred
🏖️ Benefits
• Bonus • Equity • Benefits
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