Addepar - Sales Manager
Requirements
• As a proven sales leader, you will likely have demonstrated experience managing or mentoring Account Executives, or an equivalent track record of individual sales success paired with clear leadership readiness. We are interested in individuals with a genuine passion and consistent track record for building teams that deliver extraordinary client outcomes. • Proven successful experience leading a team through complex, consultative sales cycles, ideally within financial services, fintech, or enterprise SaaS • Track record of hiring, coaching, and developing Account Executives into high performers • Excellent written and verbal communication skills • Experience selling or overseeing sales to Wealth Managers, Family Offices, and Multi-Family Offices, managing complex deals across all levels of a client’s organisation • Excellent presentation and executive engagement skills • Excellent negotiation skills, with the judgement to know when to lead personally on strategic deals • Strong command of pipeline management and forecasting methodology across a team of sellers • A self-starter who thrives in a fast-paced environment • Our Values • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. • Act Like an Owner - • Build Together - Collaborate to unlock the best solutions. Deliver lasting value. • Build Together - • Champion Our Clients - Exceed client expectations. Our clients’ success is our success. • Champion Our Clients - • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. • Drive Innovation - • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. • Embrace Learning -
Responsibilities
• At Addepar you will have the opportunity to reshape the industry and usher in a new era of technology innovation across the Wealth Management sector for Wealth Managers and Family Offices. This role is for someone who has shown to be both a thought leader and execution leader, partnering with their team, clients, and Addepar colleagues to ensure a world-class client experience throughout the entire client journey from pre-sale to post-sale. This role affords the candidate the opportunity to be both a student and teacher as we work together to deliver a new paradigm across global wealth management. • The Sales Manager is expected to own and drive the strategy for their team and sector, leading a cross-functional effort with a special focus on helping Addepar grow its business in EMEA and beyond. • Recruit, hire, coach, and develop a team of Account Executives, building a culture of accountability, curiosity, and client centricity • Craft Wealth Management and Family Office engagement strategies based on the Addepar GTM model, translating them into team-level plans and individual coaching • Bring your best practices to Addepar and teach us what has made you and your teams wildly successful throughout your career. We are always looking to learn and improve the model that best serves our clients • Coach Account Executives through complex, consultative sales cycles – from deal strategy and stakeholder mapping to negotiation and closing • Collaborate with colleagues across Product, Engineering, Services, and more to remove obstacles and deliver scalable solutions for the team’s clients • Own timely and accurate pipeline and forecast management across the team to help drive cross-functional alignment and expectations • Engage at C-level in enterprise client organisations and within Addepar, stepping into strategic deals alongside your Account Executives when needed • Develop required client relationships and executive engagement to support long-term success • Partner with senior leadership on territory planning, headcount planning, and quota setting for the team
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