Account Executive - Core

Addepar; San Francisco (CA); On-site; USD 108,000 - 160,000; Full time

Job summary

A leading financial technology company in San Francisco is seeking an experienced Account Executive to drive sales growth in wealth management. The ideal candidate will have experience in software sales, particularly in the finance industry, and a proven track record of achieving quotas. This role offers a competitive salary between $108,000 - $160,000 plus bonus and equity, with travel required for client engagements.

Qualifications

• 4+ years experience in software sales.
• Experience selling SaaS products into the wealth management or finance industry.
• Proven record of achieving quotas.

Responsibilities

• Develop a strategic sales plan for assigned territory.
• Manage lead qualification and conversion from large financial firms.
• Prospect and generate new relationships within named accounts.

Skills

4+ years experience in software sales

Experience selling SaaS products

Proven record of achieving quotas

Hands-on experience with Salesforce

Strong interpersonal and presentation skills

Exceptional verbal and written communication skills

Experience with web-based conferencing tools

Ability to work in a fast-paced environment

Education

Bachelor's Degree

Tools

Salesforce

Job description

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.

What You’ll Do

• 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)

Who You Are

• 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

Our Values

• 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.

Equal Opportunity

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.