Account Executive - Core

The Role

We are currently seeking an Account Executive to join our ever-expanding Sales 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 RIAs, Single and Multi-Family Offices, and Private Banks.

The current range for this role is $108,000 - $160,000 (base salary) + bonus + equity + benefits. These ranges reflect the base salary only and do not include bonus, equity, or benefits. The specific salary range for your preferred location will be shared during the hiring process.

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.

• 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)

• 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

• 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.

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. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

Please contact us to request accommodation.