Job summary
Job post source
This job is directly from Addepar
Job overview
The Account Manager - Core role at Addepar focuses on cultivating client relationships and driving revenue growth by managing a portfolio of clients in the financial technology sector.
Responsibilities and impact
The role involves working cross-functionally to grow revenue through renewals and upsells, building relationships with C-Suite executives, leading renewal and upsell processes, managing sales quotas, partnering with Client Success Management for business reviews, and maintaining accurate forecasting and pipeline management.
Compensation and benefits
The salary range is $72,000 - $113,000 base plus bonus, equity, and benefits, with pay determined by role, skills, experience, qualifications, location, and market conditions.
Experience and skills
Candidates should have 3+ years in account management, sales, or finance, strong emotional intelligence, executive communication skills, a proven sales track record, experience selling to C-Suite, and preferably financial services or fintech experience.
Work environment and culture
Addepar values ownership, collaboration, client focus, innovation, and learning, promoting a diverse and inclusive environment with accommodations for disabilities.
Company information
Addepar is a global technology and data company serving investment professionals with a platform aggregating 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 varied location options.
Application process
Applicants should be aware of phishing scams; Addepar conducts formal interviews and does not require purchases for onboarding; contact TAinfo@addepar.com for accommodation requests or questions.
Unique job features
The role offers the opportunity to work in a fast-growing entrepreneurial fintech company with exposure to sophisticated financial products and C-Suite client interactions.
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
Tailor your resume to emphasize your 3+ years of experience in account management, relationship management, or finance, highlighting your ability to manage complex client portfolios and drive revenue growth through renewals and upsells.
Showcase your skills in building and maintaining relationships with C-Suite executives and key stakeholders, demonstrating strong communication, executive presence, and strategic sales accomplishments aligned with meeting or exceeding sales quotas.
Apply through multiple channels including Addepar’s corporate careers page and LinkedIn to maximize your application visibility and ensure your resume reaches the hiring team.
Connect with current Addepar employees in the Account Management or Client Success teams on LinkedIn; use ice breakers like commenting on recent company growth, referencing Addepar’s innovative platform, or asking about their experience working with diverse clients like Family Offices and RIAs.
Optimize your resume for ATS by incorporating keywords from the job description such as 'account management,' 'revenue growth,' 'C-Suite relationships,' 'sales strategies,' 'financial services,' and 'client success' to improve screening outcomes.
Leverage Jennie Johnson's Power Apply feature to automate tailored applications, identify multiple application portals, and find relevant LinkedIn contacts to network with, allowing you to focus your energy on preparing for interviews and refining your pitch.
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