Account Executive - Core

The Role

We are currently seeking an Account Executive to join our ever-expanding Sales Team! We are seeking an experienced, quota-carrying sales performer who is looking to help grow Addepar to be the financial platform for the Finance Industry. The Account Executive will be responsible for growing new ARR for RIA's, Single and Multi-Family Offices, and Private Banks.
Addepar takes a market-based approach to pay. A successful candidate's starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.
The current range for this role is $108,000 - $140,000 (base salary) + bonus + equity + benefits.
Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.
What You'll Do

Development of a strategic sales plan to effectively and efficiently cover the named accounts within the assigned territory
Manage lead qualification and conversion from large financial firms
Aggressively prospect and generate new relationships within named accounts
Some travel, as required, to prospects, customers or marketing events within territory (40-50% travel) (COVID-19 era exempt)

Who You Are

4+ years experience in software sales
Experience selling SaaS products into the wealth management or the finance industry
Proven record of achieving quotas
Hands on experience with Salesforce
Detailed knowledge of and passion for SaaS applications with the ability to conduct product demos and understand the complexities of a SaaS business
Strong interpersonal and presentation skills
Exceptional verbal and written communication skills
Experience with web based conferencing tools such as Zoom etc.
Ability to work in a fast-paced, team environment
Bachelor's Degree highly preferred