Account Executive – Core

Addepar

Account Executive responsible for sales growth in Addepar's financial platform. Seeking experienced sales performer to develop strategic plans and manage accounts.

Posted 6/25/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $128,000 - $160,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

software salesSaaS productslead qualificationquota achievementproduct demosSaaS business knowledge

Soft Skills

interpersonal skillspresentation skillsverbal communicationwritten communicationteamworkability to work in fast-paced environment

Tools & Technologies

Salesforceweb based conferencing toolsZoom

Certifications & Qualifications

Bachelor's Degree

Industry Keywords

wealth managementfinance industry

About the role

Key responsibilities & impact

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) (COVID-19 era exempt)

Requirements

What you’ll need

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

Benefits

Comp & perks

bonus
equity
benefits