Job details

Account Manager - Strategic - job 1 of 2

Addepar is a global technology and data company that helps investment professionals with their data needs. They are looking for a strategic Account Manager to help drive revenue growth and cultivate relationships with clients.

Skills

Account management experience
Sales strategy implementation
Strong executive presence
Communication and presentation skills
Influencing decision-makers
Time management and prioritization

Responsibilities

Drive revenue growth across a portfolio of clients through renewals & additional products
Cultivate relationships across assigned clients with key business executives
Deliver scheduled business reviews to increase awareness of Addepar products
Develop a strategic approach to exceed sales quota and retention targets
Maintain accurate forecasting and pipeline management
Lead renewal process
Use Salesforce effectively for sales process management

Benefits

Bonus opportunities
Equity participation
Comprehensive benefits package

To read the complete job description, please click on the ‘Apply’ button

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CEO of Addepar

Eric Poirier

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By Addepar

Addepar is a wealth management platform headquartered in Mountain View, California. We specialize in offering services for registered investment advisors, specializing in data aggregation, analytics, and portfolio reporting.

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