Account Manager

Who We Are

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $6 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune.

The Role

The Account Management team at Addepar is responsible for growing our existing business and working closely with our clients. 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 high-reaching, and is results-driven.

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 range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

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 preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You’ll Do

As an Account Manager, you will:

• Successfully manage and lead multiple ongoing client renewals and upsell opportunities
• Comfortable overseeing a large book of business across a wide range of clients including Registered Investment Advisors (RIAs), Family Offices, and Multi Family Offices
• Act as relationship owner and escalation point, building meaningful relationships with the C-suite to drive business outcomes
• Work cross-functionally to drive revenue growth across a portfolio of clients for Addepar products
• Develop a strategic and targeted approach to attain and exceed annual sales quota and net retention targets
• Maintain accurate forecasting and pipeline management
• Use Salesforce effectively to run the sales process

Who You Are

To be successful in this role, you should have:

• 2+ years of Account Management experience
• Demonstrated success in implementing sales strategies and exceeding objectives
• The ability to navigate all levels of partner organizations
• An interest in developing and selling sophisticated business solutions at the C-Suite level
• Excellent communication and presentation skills
• The skill to effectively persuade internal and external decision-makers and achieve desired outcomes.
• Strong time management and prioritization abilities
• Experience in the Financial Services or Fintech industry preferred