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.
Strategic Account Manager
March 19
🏄 California – Remote
🗽 New York – Remote
💵 $89k - $139k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💰 Account Manager
🦅 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
• Work cross-functionally to drive revenue growth across a portfolio of clients through renewals & additional products • Build lasting and meaningful relationships with C-Suite executives and other key stakeholders in your book of business • Lead/ 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 business contacts to increase awareness and growth around the full suite of Addepar products • Maintain accurate forecasting and pipeline management in Salesforce
🎯 Requirements
• 5+ years of account management or relationship management experience • High Emotional Intelligence (EQ) with a natural ability to build relationships • Strong executive presence and outstanding communication/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 • Customer-obsessed • Experience working in Financial Services or Fintech required; wealth or asset management experience preferred
🏖️ Benefits
• Bonus • Equity • Benefits
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