Account Executive – Core

This is a fully remote position, open to applicants in United States.

📋 Description

• Create and implement a territory strategy to identify, qualify, and secure new business within a designated account list of RIAs, Family Offices, and Multi-Family Offices.

• Manage the entire sales process from initial outreach and discovery to demonstration, proposal, negotiation, and closure.

• Generate and build a sales pipeline through outbound outreach, referrals, events, and follow-up on inbound leads.

• Conduct product demonstrations that align Addepar’s platform features with the operational challenges faced by prospects.

• Engage with VP- and C-suite-level decision-makers, including Chief Operating Officers, Chief Technology Officers, and firm principals.

• Keep precise pipeline data and forecasts in Salesforce.

• Collaborate with Pre-sales and Client Success teams to ensure seamless transitions and a robust onboarding experience.

• Represent Addepar at industry events, conferences, and prospect meetings, with an expected travel commitment of 40–50%.

⛳️ Requirements

• Over 4 years of experience in software or SaaS sales, with a proven history of meeting or surpassing quotas.

• Experience in selling to the wealth management or financial services sector.

• Understanding of RIA and family office business models.

• Capability to manage a structured sales process from start to finish, including discovery, demonstration, and closure.

• Proficiency in engaging VP- and C-suite stakeholders within financial services firms.

• Practical experience with Salesforce for managing pipeline and activities.

• Excellent written and verbal communication and presentation skills.

• Familiarity with web conferencing tools like Zoom and Teams.

• Ability to thrive in a fast-paced, team-oriented environment.

• Bachelor’s degree.

• A genuine intellectual curiosity about fintech and wealth management.

• A coachable attitude and a growth mindset.

• Competitive spirit combined with a collaborative, team-first approach.

• Strong organizational skills and the discipline to handle a high-volume pipeline.

• Legally authorized to work in the United States for any employer without current or future visa sponsorship.

• Authorized to commence work in the U.S. on the first day of employment.

🏝️ Benefits

• Bonus.

• Equity.

• Benefits.

• Reasonable accommodations for individuals with disabilities during the application, interview, and employment processes.

• No requirement to purchase equipment or supplies during onboarding.