Job summary
Job post source
This job is directly from Addepar
Job overview
The Account Manager - Core at Addepar is responsible for managing client relationships and driving revenue growth through renewals and upsells, impacting the company's financial success and client satisfaction.
Responsibilities and impact
The role involves working cross-functionally to grow revenue across a client portfolio, building relationships with C-suite executives, leading renewal and upsell processes, developing strategies to exceed sales quotas, partnering with Client Success Management for business reviews, managing diverse client types, and maintaining accurate forecasting and pipeline management.
Compensation and benefits
The salary range is $72,000 to $113,000 base plus bonus, equity, and benefits, with pay determined by role, skills, experience, qualifications, location, and market conditions.
Experience and skills
Candidates need 3+ years in account or relationship management, sales, or finance/investments, strong emotional intelligence, executive presence, communication skills, a proven sales track record, ability to influence decision-makers, time management skills, and experience in Financial Services or Fintech; wealth or asset management experience is preferred.
Work environment and culture
Addepar values ownership, collaboration, client focus, innovation, and learning, promoting diversity, inclusion, and a supportive environment with accommodations for disabilities.
Company information
Addepar is a global technology and data company serving investment professionals with a platform aggregating portfolio and market data for over $7 trillion in assets, operating globally with offices in multiple cities.
Job location and travel
Addepar operates a global flexible workforce model with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai, implying potential remote or office-based work depending on location.
Unique job features
The role offers the chance to work in a fast-growing entrepreneurial company with varied clients and complex needs, emphasizing hands-on work and results.
Company overview
Addepar is a wealth management platform that provides data aggregation, analytics, and portfolio reporting solutions for financial advisors, family offices, and large financial institutions. They generate revenue by offering subscription-based software services that help clients manage complex investment portfolios with greater transparency and efficiency. Founded in 2009 by Joe Lonsdale and Jason Mirra, Addepar has grown significantly, attracting substantial investments and expanding its client base globally. The company is known for its robust technology infrastructure and commitment to transforming the wealth management industry.
How to land this job
Position your resume to highlight your 3+ years of experience in account management, sales, or finance, emphasizing your ability to build and maintain strong relationships with C-suite executives and key stakeholders.
Focus on demonstrating your success in driving revenue growth, managing renewals and upsells, and your strategic approach to meeting or exceeding sales quotas and net retention targets.
Apply through multiple channels including Addepar's corporate careers site and LinkedIn to maximize your chances of visibility and consideration for the Account Manager - Core role.
Connect with current Addepar employees in the Account Management or Client Success teams on LinkedIn; use ice breakers such as commenting on recent Addepar product launches or asking about their experience working in a fast-paced fintech environment.
Optimize your resume for ATS by incorporating keywords from the job description like 'revenue growth,' 'client relationships,' 'renewals,' 'upsell,' 'financial services,' and 'C-suite communication' to ensure it passes initial screenings.
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