Full-Cycle Account Executive, WealthTech SaaS

Addepar, Inc.; New York (NY); On-site; USD 108,000 - 120,000; Full time

Benefits offered by this job

Bonus

Equity

Benefits

Job summary

Addepar, Inc. is seeking an Account Executive to join the Sales Team. The role focuses on growing ARR with large RIAs, Family Offices, and Private Banks, managing the full sales cycle, and driving new business in a fast-paced environment.

Base salary ranges from $108,000 to $120,000 with bonus, equity, and benefits. Travel of 40-50% is expected, and applicants must be authorized to work in the United States. Recruiters can share location-specific details during hiring.

Qualifications

• 4+ years of experience in software or SaaS sales.
• Experience selling into wealth management or financial services.
• Proven ability to run a structured end-to-end sales process.
• Comfortable engaging VP and C-suite stakeholders.
• Hands-on experience with Salesforce for pipeline management.
• Strong presentation and communication skills.
• Proficiency with Zoom, Teams, etc.

Responsibilities

• Develop and execute a territory plan to identify and close new business with RIAs, Family Offices, and Multi-Family offices.
• Own the full sales cycle from outreach to close.
• Prospect and build a pipeline through outbound and inbound activities.
• Conduct compelling product demonstrations linking Addepar capabilities to client needs.
• Engage executives at VP and C-suite levels.
• Maintain accurate pipeline data in Salesforce and ensure timely updates.
• Partner with Pre-sales and Client Success for smooth handoffs and onboarding.
• Represent Addepar at industry events and meetings (40-50% travel).

Skills

Software/SaaS sales

Sales cycle management

C-suite outreach

Salesforce

Presentation skills

Web conferencing tools

Tools

Salesforce

Job description

Addepar, Inc. is seeking an Account Executive to join the Sales Team. The role focuses on growing ARR with large RIAs, Family Offices, and Private Banks, managing the full sales cycle, and driving new business in a fast-paced environment.

Base salary ranges from $108,000 to $120,000 with bonus, equity, and benefits. Travel of 40-50% is expected, and applicants must be authorized to work in the United States. Recruiters can share location-specific details during hiring.