Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune.
The Role
The Account Management team at Addepar is responsible for cultivating critical relationships and growing revenue.
This is an exciting opportunity to join a fast-growing entrepreneurial company. We’re looking for a leader who thrives in fast-paced environments and enjoys the challenge of working with varied clients with complex needs. The ideal candidate is comfortable working hands-on, is high-reaching, and is results-based.
This Account Manager will be the first to join our team in London and will be responsible for working with strategic clients across the European region.
What You’ll Do
* Work cross-functionally to drive revenue growth across a portfolio of clients through renewals & additional products.
* In conjunction with the Client Success Management (CSM) team, cultivate relationships across your assigned client portfolio, connecting with key business executives from C-level on down.
* Develop a strategic and targeted approach to attain and exceed annual sales quota and net retention targets.
* Maintain accurate forecasting and pipeline management.
* Use Salesforce optimally to own the sales process from lead generation to closing and maintaining relevant data.
Who You Are
* Prior account management experience ideally in financial services.
* Track record of successfully implementing sales strategies, meeting and exceeding goals.
* Strong executive presence and ability to successfully navigate all levels of client organisations.
* Experience developing and selling sophisticated business solutions at the C-Suite level.
* Ability to influence internal and external decision-makers and get results.
* Strong time management and prioritisation skills.
* German/Spanish/Italian Language skills preferred.
* This role requires occasional travel.
Our Values
* Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
* Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
* Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
* Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
* Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
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