Full-Time

Account Executive

Core

Updated on 6/1/2024

Addepar

Addepar

501-1,000 employees

Data aggregation platform for investment professionals

Data & Analytics
Fintech

Senior

Remote in USA

Required Skills
Sales
Communications
Salesforce
Marketing
Requirements
  • 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
  • Strong interpersonal and presentation skills
  • Exceptional verbal and written communication skills
  • Experience with web-based conferencing tools such as Zoom
  • Bachelor's Degree highly preferred
Responsibilities
  • Development of a strategic sales plan to cover named accounts within the assigned territory
  • Manage lead qualification and conversion from large financial firms
  • Aggressively prospect and generate new relationships within named accounts
  • Travel as required to prospects, customers, or marketing events within territory (40-50% travel)

Addepar

Company Stage

Series F

Total Funding

$1.6B

Headquarters

Mountain View, California

Founded

2009

Growth & Insights
Headcount

6 month growth

5%

1 year growth

9%

2 year growth

31%

Benefits

Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar

Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world

Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule

Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy

Learning & Development Allowance: Your continued growth and development are important to us

Dynamic Team: Strong investment in the best talent at the intersection of technology and finance