Addepar

4 weeks ago

Account Executive - Core +

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Account Executive to drive new ARR growth for RIAs, Single/Multi-Family Offices, and Private Banks. Responsible for strategic territory planning, lead qualification, and relationship development in a fast-paced, SaaS-finance environment. Travel up to 40-50% to prospects, customers, and events; must demonstrate quota attainment and SaaS product expertise.

Location: United States

Workplace: Remote

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Develop a strategic sales plan to effectively cover named accounts within the assigned territory.
•Manage lead qualification and conversion from large financial firms.
•Aggressively prospect and generate new relationships within named accounts.
•Coordinate with internal teams to tailor demonstrations and proposals for complex SaaS solutions.
•Travel to prospects, customers, or marketing events within territory (40-50% travel).

Travel: High travel

Pay and Benefits

Salary: USD 128,000 - 160,000 annually

Equity and Bonus:Equity

Key Requirements

•4+ years of experience in software sales; proven track record of meeting or exceeding quotas
•Experience selling SaaS products to wealth management/finance clients
•Hands-on experience with Salesforce and product demos for SaaS products
•Strong interpersonal, presentation, and written communication skills
•Bachelor's degree highly preferred

Experience:4+ yearsFinanceWealth managementSaaS

Education:Bachelor's

Skills:CommunicationPresentationInterpersonalTeam playerVerbal and written communication

Languages:English

Tech Stack:SalesforceZoomSaaSCRM

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

Website LinkedIn

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Addepar

4 weeks ago

Account Executive - Core +

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Remote

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Develop a strategic sales plan to effectively cover named accounts within the assigned territory.
•Manage lead qualification and conversion from large financial firms.
•Aggressively prospect and generate new relationships within named accounts.
•Coordinate with internal teams to tailor demonstrations and proposals for complex SaaS solutions.
•Travel to prospects, customers, or marketing events within territory (40-50% travel).

Travel: High travel

Pay and Benefits

Salary: USD 128,000 - 160,000 annually

Equity and Bonus:Equity

Key Requirements

•4+ years of experience in software sales; proven track record of meeting or exceeding quotas
•Experience selling SaaS products to wealth management/finance clients
•Hands-on experience with Salesforce and product demos for SaaS products
•Strong interpersonal, presentation, and written communication skills
•Bachelor's degree highly preferred

Experience:4+ yearsFinanceWealth managementSaaS

Education:Bachelor's

Skills:CommunicationPresentationInterpersonalTeam playerVerbal and written communication

Languages:English

Tech Stack:SalesforceZoomSaaSCRM

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Addepar

Industry: Wealth Management

Company Size: Large (251 to 1,000 employees)

Growth: Established Company

Headquarters: Mountain View, United States

Founded: 2009

Website LinkedIn