Company Overview
Addepar is a global technology and data company dedicated to helping investment professionals deliver precise, informed guidance to their clients. Over the past decade, hundreds of thousands of users have relied on Addepar to enhance investment decision-making and provide superior financial advice.
With a client presence spanning 45+ countries, Addepar’s platform consolidates portfolio, market, and client data, supporting over $7 trillion in assets. The platform’s open architecture seamlessly integrates with 100+ software, data, and service partners, offering a comprehensive solution for a diverse range of firms and use cases.
Addepar operates with a global flexible workforce model, maintaining offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai
What You’ll Do
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Develop and execute a strategic sales plan to effectively cover assigned named accounts within the designated territory.
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Oversee lead qualification and conversion, focusing on large financial firms.
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Proactively prospect and establish new relationships within named accounts to drive business growth.
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Travel as required (approximately 40-50%) to engage with prospects, customers, and attend marketing events within the territory (excluding COVID-19 restrictions).
Who You Are
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4+ years of experience in software sales.
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Proven success in selling SaaS products within the wealth management or financial industry.
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A strong track record of meeting or exceeding sales quotas.
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Hands-on experience with Salesforce.
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In-depth knowledge of SaaS applications, including the ability to conduct product demonstrations and navigate the complexities of a SaaS business.
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Excellent interpersonal and presentation skills.
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Strong verbal and written communication skills.
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Experience using web-based conferencing tools such as Zoom.
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Ability to thrive in a fast-paced, team-oriented environment.
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Bachelor’s degree preferred.
Our Values
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Act Like an Owner – Operate with intention, purpose, and accountability to drive results.
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Build Together – Foster collaboration to develop the best solutions and deliver lasting value.
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Champion Our Clients – Go beyond expectations to ensure client success, because their success is our success.
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Drive Innovation – Be bold and unconstrained in problem-solving, shaping the future of the industry.
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Embrace Learning – Continuously expand knowledge, adopt a growth mindset, and engage with our community for broader perspectives.