Addepar
Sr. Account Executive - Strategic
Remote, USA · Senior
No sponsorship$128k-$160kDetected 39 days ago
SalesforceSalesAccount ManagementPipeline ManagementNegotiationForecastingProcurementLeadershipPublic SpeakingCFA
About the role
- As a Strategic Account Executive, you will be managing consultative sales cycles with our large RIA's, Multi-Family Offices, and Family Offices.
- We are looking for a proven consultative account executive who exemplifies our values around client centricity and has a demonstrated track record of crafting and delivering exceptional client outcomes.
- The candidate will demonstrate strong selling skills coupled with a genuine curiosity to learn and a passion for being part of a world-class team.
Responsibilities
- Own and drive a strategic sales plan for a defined territory of larger RIAs, Multi-Family Offices, and Family Offices, targeting accounts with $1.5B in AUM
- Lead the full sales cycle end-to-end - from targeted prospecting and executive engagement through contract negotiation and close
- Build and manage relationships at the C-suite and board level, including Chief Investment Officers, CEOs, COOs, and Managing Partners
- Develop and execute multi-threaded account strategies that align Addepar's platform capabilities to each prospect's operational, regulatory, and growth priorities
- Partner with Pre-Sales, Services, and Product to architect and present tailored solutions that address complex client requirements
- Maintain rigorous pipeline hygiene and deliver accurate forecasts to senior leadership, using Salesforce as a system of record
- This role works in a cross-functional environment with Marketing, Pre-sales, Partnerships, Services, Client Success, and R&D to deliver trusted and scalable solutions.
- Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows.
- More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets.
- Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity.
Requirements
- 8+ years of software sales experience, with at least 3 years focused on wealth management or financial services technology
- Demonstrated track record of consistently meeting or exceeding quota
- Proven ability to run multi-threaded sales cycles across multiple stakeholders, including C-suite and investment committee decision-makers
- Experience negotiating and closing multi-year SaaS contracts in regulated financial environments
- Exceptional executive presence - you are confident presenting to a CIO as you are whiteboarding with an operations team
- Proficiency in Salesforce for pipeline management and forecasting
Nice to have
- MBA or CFA a plus
- Bachelor's degree required
Compensation
- In this role, you will have the opportunity to develop and implement strategies that help Addepar grow new annual recurring revenue and advise our mid-tier clients.
Benefits
- The current range for this role is $128,000 - $160,000 (base salary) + bonus + equity + benefits.
- Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.
Company info
- Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo.
- The Role
- As a Strategic Account Executive, you will be managing consultative sales cycles with our large RIA's, Multi-Family Offices, and Family Offices. We are looking for a proven consultative account executive who exemplifies our values around client centricity and has a demonstrated track record of crafting and delivering exceptional client outcomes. In this role, you will have the opportunity to develop and implement strategies that help Addepar grow new annual recurring revenue and advise our mid-tier clients. This role works in a cross-functional environment with Marketing, Pre-sales, Partnerships, Services, Client Success, and R&D to deliver trusted and scalable solutions. The candidate will demonstrate strong selling skills coupled with a genuine curiosity to learn and a passion for being part of a world-class team. The Strategic Account Executive is empowered and responsible for leading efforts that result in quota achievement and multi-year
- Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.
Visa & Work Authorization
- Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begi
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