Account Executive
Core
Account Executive responsible for growing new ARR by selling Addepar's AI-powered financial data platform to large RIAs, Multi-Family Offices, and Private Banks.
Role type
Senior Account Executive (SaaS/Enterprise)
Builds
Addepar's unified portfolio and market data platform for investment professionals
Domain
Financial Services / Wealth Management / Fintech
Deliverable
production ML models | product features
Required skills
SaaS sales, full sales cycle management, outbound prospecting, product demonstration, C-suite engagement, Salesforce proficiency, financial services industry knowledge
Preferred skills
fintech curiosity, growth mindset, competitive drive, strong organizational skills
Technologies
Salesforce, Zoom, Teams
Responsibilities
Develop and execute territory plans, own the full sales cycle from outreach to close, aggressively prospect and build pipeline, conduct product demonstrations, engage VP and C-suite stakeholders, maintain pipeline data in Salesforce, represent the company at industry events
Seniority
Mid-Senior, quota-carrying IC