Account Executive
Core
Drive new Annual Recurring Revenue (ARR) for Addepar's financial data and AI platform targeting Registered Investment Advisors, Single and Multi-Family Offices, and Private Banks in the Middle East and Africa (MEA) region.
Role type
Senior Account Executive (SaaS/Finance)
Builds
Addepar's unified portfolio, market, and client data platform with AI-powered insights
Domain
Wealth Management / Financial Services / SaaS
Deliverable
production ML models | product features
Required skills
SaaS sales to wealth management/finance, strategic sales planning, lead qualification and conversion, prospecting and relationship cultivation, client presentations and product demonstrations, Salesforce proficiency, virtual conferencing tools usage
Preferred skills
Experience selling into Saudi Arabia, Arabic language proficiency, Bachelor's degree
Technologies
Salesforce, Zoom
Responsibilities
Develop strategic sales plans for assigned MEA territory, manage lead qualification and conversion from financial firms, aggressively prospect and cultivate new relationships within named accounts, conduct client meetings, presentations, and product demonstrations tailored to regional needs, travel 40-50% to engage with prospects and clients or participate in marketing events
