Account Manager Associate

The Account Management team at Addepar is seeking a candidate who can successfully manage and lead client renewals, work with a diverse range of clients, and drive revenue growth for Addepar products. The ideal candidate should have a track record of meeting and exceeding goals, excellent communication and presentation skills, and the ability to influence decision-makers. This is an exciting opportunity to join a fast-growing company and contribute to its global expansion.

- Successfully manage and lead multiple ongoing client renewals - Oversee a large book of business across a wide range of clients including Family Offices, Multiple Family Offices, and Registered Investment Advisors (RIAs) - 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 - Meet and exceed goals - Successfully navigate all levels of client organizations - Build experience selling sophisticated business solutions at the C-Suite level - Communicate and present effectively - Influence internal and external decision-makers and get results - Manage time and prioritize effectively - Experience working in Financial Services or Fintech preferred

- 1-2 years of account management experience - Track record of meeting and exceeding goals - Ability to successfully navigate all levels of client organizations - Interest in building experience selling sophisticated business solutions at the C-Suite level - Outstanding communication and presentation skills - Ability to influence internal and external decision-makers and get results - Strong time management and prioritization skills - Experience working in Financial Services or Fintech preferred

- Competitive pay based on role, skills, experience, qualifications, and market conditions - Bonus and equity opportunities - Benefits package - Opportunity to work with leading financial services firms - Fast-paced and entrepreneurial work environment - Opportunity for career growth and advancement - Opportunity to work with a global client base - Opportunity to work with innovative tech and data platform - Flexible workforce model with offices in multiple locations - Equal opportunity employer promoting diversity and inclusion - Reasonable accommodation for individuals with disabilities - Virtual interview and onboarding experience for health and safety - Protection against phishing scams during the hiring process