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Job details

Sr. Account Manager

Addepar is a global technology and data company serving investment professionals. They are seeking a Sr. Account Manager to foster client relationships and drive revenue.

Skills

  • Account management experience
  • Strong sales strategy implementation
  • Executive presence
  • Communication skills
  • Influence decision-makers
  • Time management skills

Responsibilities

  • Drive revenue growth across a portfolio of clients
  • Cultivate relationships with key business executives
  • Deliver business reviews with the CESM team
  • Develop strategies to exceed sales quotas
  • Manage forecasting and pipeline
  • Lead renewal process
  • Utilize Salesforce for managing sales process

Benefits

    To read the complete job description, please click on the ‘Apply’ button
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    CEO of Addepar
    Addepar CEO photo
    Eric Poirier
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    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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    MATCH
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    BADGES
    Badge ChangemakerBadge Flexible CultureBadge Future MakerBadge Work&Life Balance
    CULTURE VALUES
    Customer-Centric
    Collaboration over Competition
    Growth & Learning
    Take Risks
    BENEFITS & PERKS
    Medical Insurance
    Dental Insurance
    Vision Insurance
    Flex-Friendly
    Equity
    Learning & Development
    SENIORITY LEVEL REQUIREMENT
    TEAM SIZE
    SALARY RANGE
    $126,000/yr - $196,000/yr
    EMPLOYMENT TYPE
    Full-time, remote
    DATE POSTED
    August 4, 2024

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