Note: The job is a remote job and is open to candidates in USA. Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. The Account Executive will be responsible for growing new ARR for RIA’s, Single and Multi-Family Offices, and Private Banks.
Responsibilities
- 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) (COVID-19 era exempt)
Skills
- 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
- Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship
- Bachelor's Degree highly preferred
Benefits
- Bonus
- Equity
- Benefits
Company Overview