Account Executive - Core

Responsibilities

• 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 with up to $1.5B in assets under management.
• Own the full sales cycle from initial outreach and discovery through demo, proposal, negotiation, and close.
• Prospect and build a pipeline through outbound outreach, referrals, events, and inbound lead follow-up.
• Conduct product demonstrations connecting Addepar’s platform capabilities to prospects’ operational challenges.
• Engage VP- and C-suite-level decision-makers, including COOs, CTOs, and firm principals.
• Maintain accurate pipeline data and forecasts in Salesforce.
• Partner with Pre-Sales and Client Success to ensure smooth handoffs and a strong onboarding experience.
• Represent Addepar at industry events, conferences, and prospect meetings; 40–50% travel is expected.

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.
• Ability to run a structured sales process end-to-end, including discovery, demo, and close.
• Comfort engaging VP- and C-suite stakeholders in financial services firms.
• Hands-on experience with Salesforce for pipeline and activity management.
• Strong written, verbal, presentation, and communication skills.
• Proficiency with web conferencing tools such as Zoom and Microsoft Teams.
• Ability to thrive in a fast-paced, team-oriented environment.
• Bachelor’s degree.
• Intellectual curiosity about fintech and wealth management.
• Coachability, a growth mindset, and willingness to seek and apply feedback.
• Competitive drive balanced with a collaborative, team-first attitude.
• Strong organizational skills and discipline managing a high-volume pipeline.