Account Executive (Core +)

Join Addepar, a leading financial platform, as an Account Executive. In this role, you will be responsible for growing new annual recurring revenue (ARR) for registered investment advisors (RIAs), single and multi-family offices, and private banks. You will develop a strategic sales plan, manage lead qualification and conversion, and aggressively prospect new relationships within named accounts. This position requires 40-50% travel and offers a competitive benefits package, including equity, flexible time off, and a learning and development allowance.

• Develop and implement a strategic sales plan to effectively cover named accounts within the assigned territory.
• Manage lead qualification and conversion from large financial firms, and aggressively prospect and generate new relationships.
• Achieve sales quotas by growing new Annual Recurring Revenue (ARR) for Registered Investment Advisors (RIAs), Single and Multi-Family Offices, and Private Banks.
• 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
• Experience with web based conferencing tools such as Zoom etc
• Hands on experience with Salesforce
• Bachelor's Degree highly preferred
• 4+ years experience in software sales
• Proven record of achieving quotas
• Experience selling SaaS products into the wealth management or the finance industry
• Exceptional verbal and written communication skills
• Ability to work in a fast-paced, team environment
• Strong interpersonal and presentation skills
• Detailed knowledge of and passion for SaaS applications with the ability to conduct product demos and understand the complexities of a SaaS business