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

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Addepar Glassdoor Company Review

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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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