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Addepar - Account Executive - Core +

Remote - USA$128k - $160k+ Equity2d ago

Remote Mid NA Wealth Management Software Account Executive Prospecting Learning & Development Zoom Lead Qualification Salesforce Circom

Requirements

• 4+ years experience in software sales • Experience selling SaaS products into the wealth management or the finance industry • Proven record of achieving quotas • Hands on experience with Salesforce • Detailed knowledge of and passion for SaaS applications with the ability to conduct product demos and understand the complexities of a SaaS business • Strong interpersonal and presentation skills • Exceptional verbal and written communication skills • Experience with web based conferencing tools such as Zoom etc. • Ability to work in a fast-paced, team environment • Bachelor's Degree highly preferred • 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

• Development of a strategic sales plan to effectively and efficiently cover the named accounts within the assigned territory • Manage lead qualification and conversion from large financial firms • Aggressively prospect and generate new relationships within named accounts • Some travel, as required, to prospects, customers or marketing events within territory (40-50% travel) (COVID-19 era exempt)