200+ applicants

Company

Original Job Post

Addepar · 3 days ago

Account Manager - Strategic

San Diego, CA

Full-time

Hybrid

Senior Level

$111K/yr - $139K/yr

5+ years exp

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Financial ServicesFinTech

H1B Sponsorship

Comp. & Benefits

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Responsibilities

Successfully manage and lead multiple ongoing client renewals and upsell opportunities

Comfortably oversee a book of business across a wide range of clients including Registered Investment Advisors (RIAs), Family Offices, Banks, and Institutions

Act as relationship owner and escalation point, building meaningful relationships with the C-suite to drive business outcomes

Work cross-functionally to drive revenue growth across a portfolio of clients for Addepar products

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 effectively to run the sales process

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Account managementClient navigationFinancial servicesFintech/softwareProblem-solvingRelationship-buildingExecutive presenceConfidenceEmotional intelligenceCommunicationPresentationInfluenceTime managementPrioritization

Required

5 - 8 years of account management experience

Track record of meeting and exceeding goals

Excellent relationship-building skills, with strong executive presence, confidence, and a high EQ

Ability to successfully navigate all levels of client organizations

Outstanding communication and presentation skills

Ability to influence internal and external decision-makers and get results

Strong time management and prioritization skills

Experience working in Financial Services or Fintech/Software preferred

Company

Addepar

Glassdoor

4.1

Addepar is a software and data platform for even the most complex investment portfolios.

Founded in 2009

Mountain View, California, USA

501-1,000 employees

https://addepar.com

H1B Sponsorship

Addepar has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Trends of Total Sponsorships

2023 (22)

2022 (22)

2021 (26)

2020 (27)