Account Executive – Core

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $108k - $120k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Addepar

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2013

💸 Finance

💳 Fintech

☁️ SaaS

💰 $130M Corporate Round on 2021-11

Finance • Fintech • SaaS

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

• Develop and execute a territory plan to identify, qualify, and close new business within a named account list of RIAs, Family Offices, and Multi-Family offices • Own the full sales cycle from initial outreach and discovery through demo, proposal, negotiation, and close • Prospect and build a pipeline through outbound outreach, referrals, events, and inbound lead follow-up • Conduct product demonstrations connecting Addepar’s platform capabilities to prospects’ operational challenges • Engage VP- and C-suite-level decision-makers, including COOs, CTOs, and firm principals • Maintain accurate pipeline data and forecasts in Salesforce • Partner with Pre-sales and Client Success to ensure smooth handoffs and a strong onboarding experience • Represent Addepar at industry events, conferences, and prospect meetings, with 40–50% travel expected

🎯 Requirements

• 4+ years of experience in software or SaaS sales, with a track record of meeting or exceeding quota • Experience selling into the wealth management or financial services industry • Familiarity with RIA and family office business models • Ability to run a structured sales process end-to-end, including discovery, demo, and close • Ability to engage VP- and C-suite stakeholders in financial services firms • Hands-on experience with Salesforce for pipeline and activity management • Strong written and verbal presentation and communication skills • Proficiency with web conferencing tools such as Zoom and Teams • Ability to thrive in a fast-paced, team-oriented environment • Bachelor’s degree • Intellectual curiosity about fintech and wealth management • Coachability and a growth mindset • Competitive drive with a collaborative, team-first attitude • Strong organizational skills and discipline to manage a high-volume pipeline • Legally authorized to work in the United States for any employer without current or future visa sponsorship • Authorized to begin work in the U.S. on the first day of employment

🏖️ Benefits

• Bonus • Equity • Benefits • Reasonable accommodation for individuals with disabilities during the application, interview, and employment process • No equipment or supplies purchase required during onboarding