Sr. Account Executive - Strategic

Job Description

Addepar is seeking a highly motivated and experienced Sr. Account Executive to join their expanding Sales Team. The Account Executive will be responsible for driving new Annual Recurring Revenue (ARR) from RIA’s, Single and Multi-Family Offices, and Private Banks. This role requires a strategic sales approach, strong prospecting skills, and a deep understanding of the wealth management and finance industry.Responsibilities:

• Develop a strategic sales plan to effectively cover named accounts.
• Manage lead qualification and conversion from large financial firms.
• Prospect and generate new relationships within named accounts.
• Travel to prospects, customers, or marketing events as required (40-50%).

Requirements:

• 4+ years of experience in software sales.
• Experience selling SaaS products into the wealth management or finance industry.
• Proven record of achieving quotas.
• Hands-on experience with Salesforce.
• Detailed knowledge of SaaS applications and the ability to conduct product demos.
• Strong interpersonal and presentation skills.
• Exceptional verbal and written communication skills.
• Experience with web-based conferencing tools such as Zoom.
• Ability to work in a fast-paced, team environment.
• Bachelor's Degree highly preferred.

Addepar offers:

• Bonus
• Equity
• Benefits