# Account Executive - Core

**Company:** [Addepar](https://hotfix.jobs/companies/addepar)
**Location:** Remote
**Role:** Account Executive
**Experience:** 4+ years
**Skills:** SaaS Sales, wealth management, Financial Services, Salesforce, Product Demos, Territory Planning, Pipeline Management, Outbound Prospecting, web conferencing, ria business models
**Posted:** 2026-08-14

> Own the full sales cycle for Addepar’s wealth-management platform, from prospecting through close, selling to RIAs and family offices. The role requires 4+ years of SaaS sales experience, financial-services expertise, Salesforce proficiency, and comfort engaging VP- and C-suite stakeholders.

## Job Description

## 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.

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**Apply:** https://hotfix.jobs/jobs/32363c06-470d-473a-bf22-4febfeae69ae
**Canonical:** https://hotfix.jobs/jobs/32363c06-470d-473a-bf22-4febfeae69ae