Account Executive - Core

Addepar
United States
Workplace: RemoteFull timeUSD 108,000 - 120,000 annuallyFunction: SalesExperience: 4+ yearsEducation: bachelorsSkills: ["Communication","Presentation","Organizational skills","Coachability","Growth mindset"]

Own the full sales cycle for new ARR selling Addepar to RIAs, multi-family offices, and private banks. Build and execute a territory plan, prospect via outbound outreach, referrals, events, and inbound follow-up, and deliver tailored demos to decision-makers. Maintain Salesforce pipeline hygiene, forecast accurately, and partner with Pre-sales and Client Success for seamless handoffs and onboarding. Represent Addepar at industry events with 40–50% expected travel.

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FursaFursa
Addepar
Addepar
21 hours ago

Account Executive - Core

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 17 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Own the full sales cycle for new ARR selling Addepar to RIAs, multi-family offices, and private banks. Build and execute a territory plan, prospect via outbound outreach, referrals, events, and inbound follow-up, and deliver tailored demos to decision-makers. Maintain Salesforce pipeline hygiene, forecast accurately, and partner with Pre-sales and Client Success for seamless handoffs and onboarding. Represent Addepar at industry events with 40–50% expected travel.
Location: United States
Workplace: Remote
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Develop and execute a territory plan to identify, qualify, and close new business for RIAs, family offices, and multi-family offices.
  • •Own deals from initial outreach through discovery, demo, proposal, negotiation, and close.
  • •Prospect aggressively and build pipeline via outbound outreach, referrals, events, and inbound lead follow-up.
  • •Conduct tailored product demonstrations that map Addepar capabilities to prospect operational challenges.
  • •Maintain accurate pipeline data and forecasting in Salesforce and partner with Pre-sales and Client Success for smooth onboarding handoffs.
Travel: High travel

Pay and Benefits

Salary: USD 108,000 - 120,000 annually
Equity and Bonus:Equity

Key Requirements

  • •4+ years of experience in software or SaaS sales with a record of meeting or exceeding quota.
  • •Experience selling into wealth management or financial services, including familiarity with RIA and family office models.
  • •Proven ability to run an end-to-end sales process (discovery, demo, and close).
  • •Comfort engaging VP and C-suite stakeholders in financial services firms.
  • •Hands-on experience with Salesforce for pipeline and activity management; plus a bachelor’s degree.
Experience:4+ yearsSaaSSoftware salesWealth managementFinancial servicesFintechRIAFamily office
Education:Bachelor's
Skills:CommunicationPresentationOrganizational skillsCoachabilityGrowth mindset
Languages:English
Tech Stack:SalesforceZoomTeamsWeb conferencing tools

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Addepar
Provides a wealth management platform that aggregates, analyzes, and reports on complex financial data for advisors, family offices, and institutions to enable better investment decision-making and portfolio reporting.
Industry: Wealth Management
Company Size: Large (251 to 1,000 employees)
Growth: Established Company
Headquarters: Mountain View, United States
Founded: 2009
WebsiteLinkedIn