Addepar is a global data and AI company serving the financial services ecosystem. Powering more than 9T in assets across 1,400+ clients and 60+ countries.
About 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 RIAs’, Multi-Family Offices and Private Banks. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- 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
- Strong presentation and communication skills, both written and verbal
More about this role
Who We Are
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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore.
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 RIAs’, Multi-Family Offices and Private Banks.
Applicants must be legally authorized to work in the...
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