# Account Executive

**Company:** [Addepar](https://hotfix.jobs/companies/addepar)
**Location:** Remote
**Role:** Account Executive
**Experience:** 4+ years
**Skills:** Salesforce, SaaS, Software Sales, Product Demos, Zoom, Lead Qualification, Prospecting, Quota Attainment, Presentation Skills, Communication Skills
**Posted:** 2026-06-25

> Drive strategic sales into named financial and wealth management accounts, qualifying leads, prospecting new relationships, and conducting SaaS product demos. Requires 4+ years software sales experience and Salesforce proficiency.

## Job Description

## What You’ll Do
- Development of a strategic sales plan to effectively and efficiently cover the named accounts within the assigned territory
- Manage lead qualification and conversion from large financial firms
- Aggressively prospect and generate new relationships within named accounts
- Some travel, as required, to prospects, customers or marketing events within territory (40-50% travel)

## Who You Are
- 4+ years experience in software sales
- Experience selling SaaS products into the wealth management or the finance industry
- Proven record of achieving quotas
- Hands on experience with Salesforce
- Detailed knowledge of and passion for SaaS applications with the ability to conduct product demos and understand the complexities of a SaaS business
- Strong interpersonal and presentation skills
- Exceptional verbal and written communication skills
- Experience with web based conferencing tools such as Zoom etc.
- Ability to work in a fast-paced, team environment
- Bachelor's Degree highly preferred

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