The Role

As the key consultative resource throughout our sales process, you will be leading presentations with C-Suite and other key operational resources. You bring a deep knowledge of financial software to help our prospects contextualize the Addepar solution fit.

You will work with our Sales team to ensure our prospects are abreast of the product innovation at Addepar. You are a creative problem solver, self-starter, and a thoughtful voice to motivate change within an outstanding sales organization!

Tactical objectives include: collaborating with a variety of prospects, to provide an in-depth understanding of Addepar's product advantages and capabilities. The successful candidate will be an outstanding communicator, consultative, and very well-organized with a deep understanding of investment management.

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 $140,000 - $175,000 (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

• Technical sales point for highly strategic multimillion-dollar enterprise accounts.
• Partner with account executives in communicating the value proposition across multiple products throughout sophisticated sales cycles.
• Presentations, product demonstration, and detailed discovery with multiple client personas: technical team, operations team, front-office, executives, and end-clients.
• Coordinate large, cross-functional account teams driving initial implementation and growth opportunities.
• Initiate and lead sophisticated projects to completion with a high level of execution.

Who You Are

• 5 years of experience in the Financial Services space including roles in FinTech deployment, sales engineering, solutions architecture, product experience, and financial platforms
• Worked at prior SaaS companies in similar roles such as deployments, product, engineering, and/or client success
• Domain expertise in wealth management, portfolio accounting/analysis, data integration, and software implementation.
• Effective oral and written communicator with the ability to work with members at all levels of an organization, both internally and externally
• Ability to multi-task and track processes and work for numerous prospective clients
• Flexible to travel on short notice (20% )