About the role
The sales team drives new recurring revenue for Addepar's financial platform. The Account Executive creates and implements a strategy to find, vet, and secure new clients within a designated area. This role encompasses the entire sales process, from initial contact through to deal finalization.
Our summary of the posting; the original is on the Addepar careers page.
What the posting requires
- Required
- US work authorization
- Salesforce
- Zoom
- CRM
- Teams
- Web conferencing
- Wealth management
- RIA
- Financial services
- Preferred
- Fintech
- Coachability
- Competitive
- Organizational skills
- Pipeline management
- Growth mindset
These tags are our reading of the posting. They can miss something; the original posting is the reference.