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Account Executive - Core

🔥 22 hours ago
SalesSaaSWealth ManagementFinancial Services

📜 Description

  • Develop and execute a territory plan to identify, qualify, and close new business within a named account list of RIAs, Family Offices, and Multi-Family offices (up to $1.5B in Assets under management)
  • Own the full sales cycle on deals from initial outreach and discovery through demo, proposal, negotiation, and close
  • Aggressively prospect and build a pipeline through outbound outreach, referrals, events, and inbound lead follow-up
  • Conduct compelling product demonstrations that connect Addepar's platform capabilities to each prospect's specific operational challenges
  • Engage decision-makers at the VP and C-suite level, including COOs, CTOs, and firm principals
  • Maintain accurate pipeline data and forecast in Salesforce, with consistent hygiene and timely updates

🛠️ Requirements

  • 4+years of experience in software or SaaS sales, with a track record of meeting or exceeding quota
  • Experience selling into the wealth management or financial services industry, with familiarity with RIA and family office business models
  • Proven ability to run a structured sales process end-to-end, including discovery, demo, and close
  • Comfortable engaging VP and C-suite stakeholders in financial services firms
  • Hands-on experience with Salesforce for pipeline and activity management
  • Strong presentation and communication skills, both written and verbal
  • Proficiency with web conferencing tools (Zoom, Teams, etc.)
  • Ability to thrive in a fast-paced, team-oriented environment
  • Bachelor’s degree
  • Intellectual curiosity about fintech and wealth management - you want to understand the industry, not just sell into it
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