SaaS Account Executive for Wealth Management

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

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.