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Addepar

Account Executive - Core

Addepar, New York, New York, us, 10261


The RoleWe 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 RIA’s, Single and Multi-Family Offices, and Private Banks.

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) (COVID-19 era exempt)

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

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