Sr. Account Executive - Core

| Greater NYC Area | Remote | Hybrid
Sorry, this job was removed at 11:08 p.m. (EST) on Tuesday, February 21, 2023
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Who We Are

Addepar’s purpose is to maximize the positive impact of the world’s capital. More than 850 of the world’s leading financial services firms trust Addepar to unlock the power and possibility of informed, data-driven investing and advice. These family offices, wealth managers, banks and institutions use Addepar’s tech and data platform to deliver exceptional value to their clients in a modern, scalable and secure way. 

Our clients use Addepar to manage and advise on more than $4 trillion in assets. Our board and investors are some of the best in the business: D1 Capital, WestCap, 8VC and Valor Equity Partners have led our last few rounds. 

We’re now expanding Addepar’s business around the globe, with clients in more than 30 countries. We’re constantly doubling down on tech- and data-fueled innovation, and our product and platform roadmap is more ambitious today than ever. We place our clients at the center of everything we do, and see a virtually unlimited set of opportunities to expand our client footprint and deepen the value we can unlock by building together. 

Addepar is a Forbes Fintech 50 company and an honored member of the CB Insights Fintech 250. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, England, Edinburgh, Scotland and Pune, India.

*Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.

The Role

We are currently seeking an Account Executive to join our Sales Team! We are looking for a superstar to add to our ever expanding 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 large RIA’s, Multi-Family Offices and Private Banks. 

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. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $125,000 - $187,000 + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

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) (Covid era exempt)

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. 

In addition to our core values, 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.

To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.

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Location

Addepar is centrally located in Midtown East above one of the city's most iconic buildings, Grand Central Terminal.

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