Senior Account Executive – Strategic

🕒 il y a 1 mois

🏄 California – Distant

🏄 California – Remote

💵 $128 000 - $160 000 / an

⏰ Temps Plein

🟠 Senior

🧑‍💼 Ingénieur d'affaires

🦅 Parrain de Visa H1B

Cette entreprise a parrainé des visas H1B par le passé.

Postuler Maintenant

Trouver des Emplois à Distance Similaires

Recevoir des emails pour des emplois à distance

📊 Vérifiez votre score de CV pour ce poste

Améliorez vos chances d'obtenir un entretien en vérifiant votre score de CV avant de postuler.

Télécharger le CV

Addepar

Site WebLinkedInTous les Emplois

501 - 1000 employés

Fondée en 2013

💸 Finance

💳 Fintech

☁️ SaaS

💰 €130 000 000 Corporate Round en 2021-11

Finance • Fintech • SaaS

Addepar est une plateforme technologique et de données complète conçue pour optimiser la gestion de patrimoine pour les professionnels de l'investissement à l'échelle mondiale. Elle offre aux entreprises des outils sophistiqués pour gérer des portefeuilles d'investissement complexes, proposant des fonctionnalités telles que l'agrégation de données, la négociation de portefeuilles, la modélisation de portefeuilles et le suivi des frais. Avec plus de 6 000 milliards de dollars d'actifs gérés, Addepar dessert divers services financiers, y compris les gestionnaires de patrimoine, les family offices, les banques privées et les courtiers-négociants. Elle soutient plus de 45 marchés à travers le monde et propose des solutions de reporting et d'intégration personnalisables, facilitant une meilleure prise de décision et la satisfaction des clients.

Description

• Own and drive a strategic sales plan for a defined territory of larger RIAs, Multi-Family Offices, and Family Offices, targeting accounts with $1.5B in AUM • Lead the full sales cycle end-to-end - from targeted prospecting and executive engagement through contract negotiation and close • Build and manage relationships at the C-suite and board level, including Chief Investment Officers, CEOs, COOs, and Managing Partners • Develop and execute multi-threaded account strategies that align Addepar’s platform capabilities to each prospect’s operational, regulatory, and growth priorities • Partner with Pre-Sales, Services, and Product to architect and present tailored solutions that address complex client requirements • Maintain rigorous pipeline hygiene and deliver accurate forecasts to senior leadership, using Salesforce as a system of record • Negotiate and close multi-year contracts, navigating legal, compliance, and procurement processes with sophisticated financial institutions • Represent Addepar at industry events, conferences, and executive forums (40-50% travel expected) • Contribute to the continuous improvement of Addepar’s GTM strategy by bringing market intelligence and best practices from the field

🎯 Exigences

• 8+ years of software sales experience, with at least 3 years focused on wealth management or financial services technology • Demonstrated track record of consistently meeting or exceeding quota • Deep familiarity with the RIA, Multi-Family Office, and Family Office market - including how these firms evaluate, buy, and implement technology • Proven ability to run multi-threaded sales cycles across multiple stakeholders, including C-suite and investment committee decision-makers • Experience negotiating and closing multi-year SaaS contracts in regulated financial environments • Exceptional executive presence - you are confident presenting to a CIO as you are whiteboarding with an operations team • Proficiency in Salesforce for pipeline management and forecasting • Bachelor’s degree required; MBA or CFA a plus

🏖️ Avantages

• bonus • equity • benefits