Addepar
Addepar is a global technology and data company that helps investment professionals provide informed guidance for their clients. Addepar’s platform aggregates portfolio, market and client data for over $8 trillion in assets and integrates with more than 100 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 working with varied clients with complex needs. The ideal candidate is hands-on, ambitious, and results-based. The current compensation range for this role is $72,000 - $90,000 (base salary) plus bonus, equity and benefits. Salary ranges are determined based on role, skills, experience, qualifications, work location and market conditions. Your recruiter can share the specific salary range for your preferred location during the hiring process. The base salary is reflected in the range; bonuses, equity and benefits are not included in the base salary. 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 key contacts to increase awareness and growth of the full Addepar product suite Oversee a book of business across a wide range of clients including Family Offices, Banks, Institutions, and 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 a natural ability to build relationships Strong executive presence and outstanding communication/presentation skills with C-level executives Track record of implementing sales strategies and meeting/exceeding goals Experience selling sophisticated business solutions at the C-Suite level Ability to influence decision-makers and drive results Strong time management and prioritization skills Experience in Financial Services or Fintech; wealth or asset management experience is 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 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 shared responsibilities. 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 posing as hiring managers. No job offers will be made without a formal interview process, and we will not ask you to purchase equipment for onboarding. If you have questions, please contact TAinfo@addepar.com.
#J-18808-Ljbffr
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 working with varied clients with complex needs. The ideal candidate is hands-on, ambitious, and results-based. The current compensation range for this role is $72,000 - $90,000 (base salary) plus bonus, equity and benefits. Salary ranges are determined based on role, skills, experience, qualifications, work location and market conditions. Your recruiter can share the specific salary range for your preferred location during the hiring process. The base salary is reflected in the range; bonuses, equity and benefits are not included in the base salary. 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 key contacts to increase awareness and growth of the full Addepar product suite Oversee a book of business across a wide range of clients including Family Offices, Banks, Institutions, and 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 a natural ability to build relationships Strong executive presence and outstanding communication/presentation skills with C-level executives Track record of implementing sales strategies and meeting/exceeding goals Experience selling sophisticated business solutions at the C-Suite level Ability to influence decision-makers and drive results Strong time management and prioritization skills Experience in Financial Services or Fintech; wealth or asset management experience is 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 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 shared responsibilities. 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 posing as hiring managers. No job offers will be made without a formal interview process, and we will not ask you to purchase equipment for onboarding. If you have questions, please contact TAinfo@addepar.com.
#J-18808-Ljbffr