SupportFinity™
Overview
Addepar is a global technology and data company that helps investment professionals provide informed guidance for their clients. The platform aggregates portfolio, market and client data for assets in excess of $8 trillion and integrates with more than 100 software, data and services partners. Addepar embraces a global flexible workforce with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai. The Role
The Account Management team at Addepar is responsible for cultivating client relationships and growing revenue. This is an exciting opportunity to join a fast-growing entrepreneurial company. We’re looking for a team member who thrives in fast-paced environments and enjoys the challenge of working with varied clients with complex needs. The ideal candidate is comfortable working hands-on, is highly motivated, and is results-based. 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 current range for this role is $72,000 - $113,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your location during the hiring process. What You’ll Do
Work cross-functionally to drive revenue growth across a portfolio of clients through renewals and upsell of additional products Build lasting relationships with C-Suite executives and other key stakeholders in your book of business Lead and own the renewal and upsell process Develop a strategic and targeted approach to attain and exceed annual sales quota and net retention targets Partner with the Client Success Management (CSM) team to deliver scheduled business reviews to increase awareness and growth across the Addepar product suite Oversee a book of business across a wide range of clients including Family Offices, Banks, Institutions, and Registered Investment Advisors (RIAs) Maintain accurate forecasting and pipeline management Who You Are
3+ years of experience in account management, relationship management, sales, or a background in finance and investments High emotional intelligence (EQ) with the ability to build relationships Strong executive presence and outstanding communication/presentation skills with C-level executives Track record of successfully implementing sales strategies and meeting/exceeding goals Experience developing and selling sophisticated business solutions at the C-Suite level Ability to influence internal and external decision-makers and achieve results Strong time management and prioritization skills Experience in Financial Services or Fintech required; wealth or asset management experience preferred Our Values
Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. Build Together - Collaborate to unlock the best solutions. Deliver lasting value. Champion Our Clients - Exceed client expectations. Our clients’ success is our success. Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is aware of a phishing scam involving impersonators recruiting via email, text and social media. No job offers will be made without a formal interview process. If you have questions, please reach out to TAinfo@addepar.com. About the company: Addepar. Be vigilant about potential scams or fraudulent activities and seek credible sources to assess trustworthiness. Your security is paramount, and taking preventive measures is crucial.
#J-18808-Ljbffr
Addepar is a global technology and data company that helps investment professionals provide informed guidance for their clients. The platform aggregates portfolio, market and client data for assets in excess of $8 trillion and integrates with more than 100 software, data and services partners. Addepar embraces a global flexible workforce with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai. The Role
The Account Management team at Addepar is responsible for cultivating client relationships and growing revenue. This is an exciting opportunity to join a fast-growing entrepreneurial company. We’re looking for a team member who thrives in fast-paced environments and enjoys the challenge of working with varied clients with complex needs. The ideal candidate is comfortable working hands-on, is highly motivated, and is results-based. 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 current range for this role is $72,000 - $113,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your location during the hiring process. What You’ll Do
Work cross-functionally to drive revenue growth across a portfolio of clients through renewals and upsell of additional products Build lasting relationships with C-Suite executives and other key stakeholders in your book of business Lead and own the renewal and upsell process Develop a strategic and targeted approach to attain and exceed annual sales quota and net retention targets Partner with the Client Success Management (CSM) team to deliver scheduled business reviews to increase awareness and growth across the Addepar product suite Oversee a book of business across a wide range of clients including Family Offices, Banks, Institutions, and Registered Investment Advisors (RIAs) Maintain accurate forecasting and pipeline management Who You Are
3+ years of experience in account management, relationship management, sales, or a background in finance and investments High emotional intelligence (EQ) with the ability to build relationships Strong executive presence and outstanding communication/presentation skills with C-level executives Track record of successfully implementing sales strategies and meeting/exceeding goals Experience developing and selling sophisticated business solutions at the C-Suite level Ability to influence internal and external decision-makers and achieve results Strong time management and prioritization skills Experience in Financial Services or Fintech required; wealth or asset management experience preferred Our Values
Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. Build Together - Collaborate to unlock the best solutions. Deliver lasting value. Champion Our Clients - Exceed client expectations. Our clients’ success is our success. Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is aware of a phishing scam involving impersonators recruiting via email, text and social media. No job offers will be made without a formal interview process. If you have questions, please reach out to TAinfo@addepar.com. About the company: Addepar. Be vigilant about potential scams or fraudulent activities and seek credible sources to assess trustworthiness. Your security is paramount, and taking preventive measures is crucial.
#J-18808-Ljbffr