Account Executive - Core
AddeparWealth Management company
United States$108,000 - $120,000Mid
8VC
Valor Equity Partners
D1 Capital Partners
Vitruvian Partners
WestCap
EDBI
Sales & Account Management
About the role
TL;DR
Account Executive responsible for growing new ARR for RIAs, Family Offices, and Private Banks.
- •Addepar is seeking an experienced, quota-carrying sales performer to join their Sales Team.
- •The Account Executive will be responsible for growing new ARR for large RIAs, Multi-Family Offices, and Private Banks, helping to establish Addepar as the financial platform for the Finance Industry.
- •Key Responsibilities 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 (up to $1.5B in Assets under management).
- •Own the full sales cycle on deals from initial outreach and discovery through demo, proposal, negotiation, and close.
- •Aggressively prospect and build a pipeline through outbound outreach, referrals, events, and inbound lead follow-up.
- •Conduct compelling product demonstrations that connect Addepar’s platform capabilities to each prospect’s specific operational challenges.
- •Engage decision-makers at the VP and C-suite level, including COOs, CTOs, and firm principals.
- •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, with familiarity with RIA and family office business models.
- •Proven ability to run a structured sales process end-to-end, including discovery, demo, and close.
- •Comfortable engaging VP and C-suite stakeholders in financial services firms.
- •Hands-on experience with Salesforce for pipeline and activity management.
Required skills
SalesforceSalesAccount ManagementBusiness DevelopmentPipeline ManagementLead GenerationNegotiationPresentation Skills
Domain expertise
fintech
Benefits & perks
bonus, equity
Tech stack
Salesforce