Account Manager - Core Salt Lake City, UT

The Role

The Account Management team at Addepar is responsible for cultivating client relationships and growing revenue.

This is an exciting opportunity to join a fast-growing entrepreneurial company. We're looking for a team member 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 $72,000 - $90,000 (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 bonuses, 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
• Comfortable overseeing a book of business across a wide range of clients including Family Offices, Banks, Institutions, and Registered Investment Advisors (RIAs)
• Maintain accurate forecasting and pipeline management

Who You Are

Our Values

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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