Account Executive - Core

The Role We are currently seeking an Account Executive to join our ever-expanding Sales Team. We are seeking an experienced, quota-carrying sales performer who is looking to help grow Addepar to be the financial platform for the Finance Industry. The Account Executive will be responsible for growing new ARR for RIAs, Single and Multi-Family Offices, and Private Banks.
The current range for this role is $108,000 - $160,000 (base salary) + bonus + equity + benefits. These ranges reflect the base salary only and do not include bonus, equity, or benefits. The specific salary range for your preferred location will be shared during the hiring process.
Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions.
What You’ll Do 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)
Who You Are 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
Our Values Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
Equal Opportunity Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

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