Account Manager

3 days ago

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Addepar

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Addepar is a leading provider of technology for the wealth management industry.

501 - 1000

💰 $130M Corporate Round on 2021-11

Description

• Successfully manage and lead multiple ongoing client renewals and upsell opportunities • Comfortable overseeing a large book of business across a wide range of clients including Registered Investment Advisors (RIAs), Family Offices, and Multi Family Offices • Act as relationship owner and escalation point, building meaningful relationships with the C-suite to drive business outcomes • Work cross-functionally to drive revenue growth across a portfolio of clients for 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 • Use Salesforce effectively to run the sales process

Requirements

• 2+ years of Account Management experience • Demonstrated success in implementing sales strategies and exceeding objectives • The ability to navigate all levels of partner organizations • An interest in developing and selling sophisticated business solutions at the C-Suite level • Excellent communication and presentation skills • The skill to effectively persuade internal and external decision-makers and achieve desired outcomes. • Strong time management and prioritization abilities • Experience in the Financial Services or Fintech industry preferred

Benefits

• bonus • equity • benefits.