Strategic SaaS Account Executive - Wealth Tech, Equity

Addepar1; United States; Hybrid; USD 128,000 - 160,000; Full time

Job summary

Addepar is seeking an experienced Account Executive to join our Sales Team. The role focuses on growing new business for RIA’s, Single and Multi-Family Offices, and Private Banks. Candidates should have at least 4 years of software sales experience, preferably in SaaS within the finance industry.

The position requires excellent interpersonal skills and the ability to develop strategic sales plans. The compensation includes a base salary in the range of $128,000 - $160,000, along with bonus and equity.

Qualifications

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

Responsibilities

• Develop strategic sales plans for named accounts.
• Manage lead qualification and conversion.
• Prospect and generate new relationships.

Skills

SaaS sales

Relationship management

Salesforce

Interpersonal communication

Presentation skills

Web conferencing tools

Education

Bachelor's Degree

Job description

Addepar is seeking an experienced Account Executive to join our Sales Team. The role focuses on growing new business for RIA’s, Single and Multi-Family Offices, and Private Banks. Candidates should have at least 4 years of software sales experience, preferably in SaaS within the finance industry.

The position requires excellent interpersonal skills and the ability to develop strategic sales plans. The compensation includes a base salary in the range of $128,000 - $160,000, along with bonus and equity.