WealthTech SaaS Account Executive

addepar1; United States; On-site; USD 82,000 - 120,000; Full time

Job summary

Addepar is seeking an Account Executive in the United States to grow ARR with RIAs, Family Offices, and Private Banks. You will own the full sales cycle from outbound to close, develop territory plans, and build a robust pipeline through outbound, referrals, and events.

You will demo the platform to connect clients’ operational needs with Addepar’s capabilities, engaging senior decision-makers. Travel 40-50% to meet prospects and close deals.

Qualifications

• 4+ years in software or SaaS sales with quota attainment.
• Experience selling into wealth management firms (RIAs, family offices, private banks).
• Bachelor's degree required; strong communication and presentation skills.

Responsibilities

• Develop and execute a territory plan to identify, qualify, and close new business.
• Own the full sales cycle from outreach to close.
• Aggressively prospect and build a pipeline via outbound, referrals, events, and inbound leads.
• Conduct product demos linking Addepar to client challenges.
• Engage VP/COO/CTO and principals.
• Maintain accurate pipeline data in Salesforce; keep it clean.
• Partner with Pre-sales and Client Success for smooth handoffs.
• Represent Addepar at events with 40-50% travel.

Skills

SaaS sales

Wealth management sales

Salesforce

Sales process

Presentation

Web conferencing

Education

Bachelor's degree

Tools

Salesforce

Zoom

Teams

Job description

Addepar is seeking an Account Executive in the United States to grow ARR with RIAs, Family Offices, and Private Banks. You will own the full sales cycle from outbound to close, develop territory plans, and build a robust pipeline through outbound, referrals, and events.

You will demo the platform to connect clients’ operational needs with Addepar’s capabilities, engaging senior decision-makers. Travel 40-50% to meet prospects and close deals.