Sr. Account Manager - Strategic

Company: Addepar
Location: New York
Posted on: February 11, 2025

Job Description:

The RoleThe 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.Addepar takes a market-based approach to pay. A successful candidate's starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.The current range for this role is $126,000 - $196,000 (base salary) + bonus + equity + benefits.Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.What You'll Do

• Work cross-functionally to drive revenue growth across a portfolio of clients through renewals & additional products
• Build lasting and meaningful relationships with C-Suite executives and other key stakeholders in your book of business
• Lead/ own the renewal and upsell process
• Develop a strategic and targeted approach to attain and exceed annual sales quota and net retention targets
• Partner with the Client Success Management (CSM) team to deliver scheduled business reviews to key business contacts to increase awareness and growth around the full suite of Addepar products
• Maintain accurate forecasting and pipeline management in SalesforceWho You Are
  • 10+ years of account management or relationship management experience
  • High Emotional Intelligence (EQ) with a natural ability to build relationships
  • Strong executive presence and outstanding communication/presentation skills to C-level executives
  • Track record of successfully implementing sales strategies, meeting and exceeding goals
  • 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 prioritization skills
  • Customer-obsessed
  • Experience working in Financial Services or Fintech required; wealth or asset management experience preferred
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Keywords: Addepar, New York , Sr. Account Manager - Strategic, Executive , New York, New York