Account Executive (Core)

• We are currently seeking an Account Executive to join our Sales Team!
• We are looking for a superstar to add to our ever-expanding 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 large RIAs’, 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
• 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
• Partner with Pre-sales and Client Success to engage smooth handoffs and a strong client experience through onboarding
• Represent Addepar at industry events, conferences, and prospect meetings (40-50% travel expected)

Benefits

• Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar
• Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world
• Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule
• Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy
• Learning & Development Allowance: Your continued growth and development are important to us
• Dynamic Team: Strong investment in the best talent at the intersection of technology and finance- Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment
• Ability to thrive in a fast-paced, team-oriented environment
• A competitive drive balanced with a collaborative, team-first attitude
• Bachelor’s degree
• Intellectual curiosity about fintech and wealth management - you want to understand the industry, not just sell into it
• 4+years of experience in software or SaaS sales, with a track record of meeting or exceeding quota
• Coachability and a growth mindset; you actively seek feedback and apply it
• Proficiency with web conferencing tools (Zoom, Teams, etc.)
• Strong organizational skills and the discipline to manage a high-volume pipeline
• 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
• Strong presentation and communication skills, both written and verbal
• Hands-on experience with Salesforce for pipeline and activity management
• Experience selling into the wealth management or financial services industry, with familiarity with RIA and family office business models