Job Closed
This listing is no longer active.
Addepar is a leading provider of technology for the wealth management industry.
Account Executive
Location
United States
Posted
72 days ago
Salary
$108K - $135K / year
Seniority
Senior
Job Description
Account Executive
Addepar
• Development of a strategic sales plan to effectively and efficiently cover the named accounts within the assigned territory • Manage lead qualification and conversion from large financial firms • Aggressively prospect and generate new relationships within named accounts • Some travel, as required, to prospects, customers or marketing events within territory (40-50% travel) (Covid era exempt)
Job Requirements
- 4+ years experience in software sales
- Experience selling SaaS products into the wealth management or the finance industry
- Proven record of achieving quotas
- Hands on experience with Salesforce
- Detailed knowledge of and passion for SaaS applications with the ability to conduct product demos and understand the complexities of a SaaS business
- Strong interpersonal and presentation skills
- Exceptional verbal and written communication skills
- Experience with web based conferencing tools such as Zoom etc.
- Ability to work in a fast paced, team environment
- Bachelor's Degree highly preferred.
Benefits
- bonus
- equity
- benefits
Related Guides
Related Job Pages
More Account Executive Jobs
Account Executive - REMOTE - AP003
PearlPearl provides tools for overqualified and overlooked jobseekers. Come find your next opportunity.
Department: Sales and Business Development Work Arrangement: Remote Job Type: Independent Contractor, Full Time Work Schedule: US Time Zone (candidate expected to be flexible with the client's preference, typically EST/PST business hours) Locations: Philippines, LATAM, South Africa, Kenya, and other remote regions with excellent English communication skills About Pearl Talent Pearl works with the top 1% of candidates from around the world and connects them with the best startups in the US and EU. Our clients have raised over $5B in aggregate and are backed by companies like OpenAI, a16z, and Founders Fund. They're looking for the sharpest, hungriest candidates who they can consistently promote and work with over many years. Candidates we've hired have been flown out to the US and EU to work with their clients, and even promoted to roles that match folks onshore in the US. Hear why we exist, what we believe in, and who we're building for: WATCH HERE Why Work with Us? At Pearl, we're not just another recruiting firm—we connect you with exceptional opportunities to work alongside visionary US and EU founders. Our focus is on placing you in roles where you can grow, be challenged, and build long-term, meaningful careers. Role Overview The Sales Account Executive plays a key role in driving revenue growth by converting inbound and warm leads into active accounts, cultivating new business opportunities, and forging lasting client relationships. This position goes beyond traditional sales—you'll serve as a strategic partner guiding clients through the sales journey, demonstrating innovative solutions, and ensuring mutually beneficial partnerships. Working across diverse industries including SaaS, AI-driven compliance, workforce technology, and labor marketplaces, you'll engage with decision-makers, conduct product demonstrations, and build relationships that transform prospects into long-term customers while consistently achieving or exceeding sales targets. Your Impact Your sales excellence will directly drive company revenue growth, market expansion, and customer acquisition. By converting leads efficiently and building strong client relationships, you'll contribute to sustainable business growth and market penetration. Your ability to understand client pain points and present customized solutions will help organizations solve critical business challenges—from workplace compliance to staffing shortages. Through strategic pipeline management and consistent target achievement, you'll establish predictable revenue streams that enable company scaling. Your insights from client conversations will inform product development, marketing messaging, and go-to-market strategies. By onboarding clients successfully and ensuring their first wins, you'll create satisfied customers who provide referrals and testimonials that accelerate future growth. Core Responsibilities Core Responsibilities Sales Prospecting & Lead Conversion (35%) - Respond promptly to inbound leads via phone, email, or scheduled meetings - Conduct outbound calls and emails to warm leads generated through marketing campaigns - Identify and pursue new business opportunities through strategic prospecting - Develop and execute sales strategies targeting ideal customer profiles - Qualify leads effectively to prioritize high-value opportunities - Address client questions and present platform value propositions clearly and compellingly - Convert prospects into active accounts through consultative selling approach - Achieve or exceed monthly and quarterly sales targets consistently Client Relationship Management & Onboarding (25%) - Build strong relationships with decision-makers including administrators, directors, and hiring managers - Onboard new clients by assisting them in creating and activating their accounts - Guide new users through initial setup and ensure they achieve first value milestones - Present customized solutions addressing specific client needs and pain points - Provide exceptional client support throughout the sales journey - Follow up with accounts that haven't completed onboarding to drive engagement and revenue - Cultivate lasting partnerships that lead to renewals, expansions, and referrals - Act as trusted advisor understanding client business objectives and challenges Product Demonstrations & Solution Presentations (20%) - Develop in-depth understanding of company platforms, features, and value propositions - Conduct compelling product demonstrations showcasing platform capabilities - Effectively communicate value through presentations, demos, and proposals - Tailor demonstrations to address specific client use cases and requirements - Handle objections professionally and provide solutions that address concerns - Articulate complex technical concepts in accessible, business-focused language - Showcase ROI and business impact through data-driven presentations - Stay current on product updates, new features, and competitive positioning Pipeline Management & Performance Tracking (15%) - Maintain robust sales pipeline tracking all opportunities from lead to close - Manage multiple leads and follow-ups efficiently with strong organizational systems - Track activities, progress, and outcomes accurately in CRM tools (HubSpot, Salesforce) - Report on sales performance including conversion rates, deal velocity, and revenue metrics - Forecast revenue accurately based on pipeline health and historical conversion data - Prioritize opportunities based on deal size, likelihood to close, and strategic value - Maintain accurate records of all customer interactions and account status - Analyze pipeline metrics to identify bottlenecks and optimization opportunities Collaboration & Strategic Development (5%) - Work closely with marketing teams to improve messaging, campaigns, and lead quality - Provide client insights and feedback to product teams for feature development - Collaborate with customer success teams to ensure smooth handoffs post-sale - Share best practices, winning strategies, and competitive intelligence with sales team - Participate in sales strategy sessions and contribute to go-to-market planning - Represent company at industry events, conferences, or virtual networking opportunities - Contribute to sales playbook development and refinement of sales processes
Account Executive - REMOTE - AP003
PearlPearl provides tools for overqualified and overlooked jobseekers. Come find your next opportunity.
Department: Sales and Business Development Work Arrangement: Remote Job Type: Independent Contractor, Full Time Work Schedule: US Time Zone (candidate expected to be flexible with the client's preference, typically EST/PST business hours) Locations: Philippines, LATAM, South Africa, Kenya, and other remote regions with excellent English communication skills About Pearl Talent Pearl works with the top 1% of candidates from around the world and connects them with the best startups in the US and EU. Our clients have raised over $5B in aggregate and are backed by companies like OpenAI, a16z, and Founders Fund. They're looking for the sharpest, hungriest candidates who they can consistently promote and work with over many years. Candidates we've hired have been flown out to the US and EU to work with their clients, and even promoted to roles that match folks onshore in the US. Hear why we exist, what we believe in, and who we're building for: WATCH HERE Why Work with Us? At Pearl, we're not just another recruiting firm—we connect you with exceptional opportunities to work alongside visionary US and EU founders. Our focus is on placing you in roles where you can grow, be challenged, and build long-term, meaningful careers. Role Overview The Sales Account Executive plays a key role in driving revenue growth by converting inbound and warm leads into active accounts, cultivating new business opportunities, and forging lasting client relationships. This position goes beyond traditional sales—you'll serve as a strategic partner guiding clients through the sales journey, demonstrating innovative solutions, and ensuring mutually beneficial partnerships. Working across diverse industries including SaaS, AI-driven compliance, workforce technology, and labor marketplaces, you'll engage with decision-makers, conduct product demonstrations, and build relationships that transform prospects into long-term customers while consistently achieving or exceeding sales targets. Your Impact Your sales excellence will directly drive company revenue growth, market expansion, and customer acquisition. By converting leads efficiently and building strong client relationships, you'll contribute to sustainable business growth and market penetration. Your ability to understand client pain points and present customized solutions will help organizations solve critical business challenges—from workplace compliance to staffing shortages. Through strategic pipeline management and consistent target achievement, you'll establish predictable revenue streams that enable company scaling. Your insights from client conversations will inform product development, marketing messaging, and go-to-market strategies. By onboarding clients successfully and ensuring their first wins, you'll create satisfied customers who provide referrals and testimonials that accelerate future growth. Core Responsibilities Core Responsibilities Sales Prospecting & Lead Conversion (35%) - Respond promptly to inbound leads via phone, email, or scheduled meetings - Conduct outbound calls and emails to warm leads generated through marketing campaigns - Identify and pursue new business opportunities through strategic prospecting - Develop and execute sales strategies targeting ideal customer profiles - Qualify leads effectively to prioritize high-value opportunities - Address client questions and present platform value propositions clearly and compellingly - Convert prospects into active accounts through consultative selling approach - Achieve or exceed monthly and quarterly sales targets consistently Client Relationship Management & Onboarding (25%) - Build strong relationships with decision-makers including administrators, directors, and hiring managers - Onboard new clients by assisting them in creating and activating their accounts - Guide new users through initial setup and ensure they achieve first value milestones - Present customized solutions addressing specific client needs and pain points - Provide exceptional client support throughout the sales journey - Follow up with accounts that haven't completed onboarding to drive engagement and revenue - Cultivate lasting partnerships that lead to renewals, expansions, and referrals - Act as trusted advisor understanding client business objectives and challenges Product Demonstrations & Solution Presentations (20%) - Develop in-depth understanding of company platforms, features, and value propositions - Conduct compelling product demonstrations showcasing platform capabilities - Effectively communicate value through presentations, demos, and proposals - Tailor demonstrations to address specific client use cases and requirements - Handle objections professionally and provide solutions that address concerns - Articulate complex technical concepts in accessible, business-focused language - Showcase ROI and business impact through data-driven presentations - Stay current on product updates, new features, and competitive positioning Pipeline Management & Performance Tracking (15%) - Maintain robust sales pipeline tracking all opportunities from lead to close - Manage multiple leads and follow-ups efficiently with strong organizational systems - Track activities, progress, and outcomes accurately in CRM tools (HubSpot, Salesforce) - Report on sales performance including conversion rates, deal velocity, and revenue metrics - Forecast revenue accurately based on pipeline health and historical conversion data - Prioritize opportunities based on deal size, likelihood to close, and strategic value - Maintain accurate records of all customer interactions and account status - Analyze pipeline metrics to identify bottlenecks and optimization opportunities Collaboration & Strategic Development (5%) - Work closely with marketing teams to improve messaging, campaigns, and lead quality - Provide client insights and feedback to product teams for feature development - Collaborate with customer success teams to ensure smooth handoffs post-sale - Share best practices, winning strategies, and competitive intelligence with sales team - Participate in sales strategy sessions and contribute to go-to-market planning - Represent company at industry events, conferences, or virtual networking opportunities - Contribute to sales playbook development and refinement of sales processes
Strategic Account Manager
Dodge Construction Network - DCNDodge Construction Network - DCN is a leading provider of software-based and analytical workflow integration solutions for clients in the construction industry.
Dodge Construction Network (Dodge) is looking for a Strategic Account Manager to manage its strategic and high value relationships within the following industries: Finance, Insurance, Real Estate, and Consulting. In this role, you are solely responsible for expanding the relationship and related revenue within an established set of accounts. The Strategic Account Manager takes a consultative approach to identify and pursue the right opportunities and decision makers. Successful candidates have a proven long-term track record of retaining and growing revenue. In this role, your primary objectives are to retain and grow client revenue by delivering exceptional value through Dodge’s solutions. Success in this role requires strong consultative selling capabilities, deep product expertise, and disciplined account management. The ideal candidate is a quick study and can operate with limited day-to-day supervision. This is a full-time position and reports directly to the Regional Vice President, Enterprise Sales. Preferred Location This is a remote, home-office position with a preference for candidates located in the Eastern or Central time zone, with a strong preference to hire in the New York City or Chicago metro areas. Travel Requirements Expected travel is 40-50% for this role. Essential Functions Drive revenue expansion and client retention: - Actively grow revenue within assigned accounts through upsell and cross-sell strategies, while ensuring high client satisfaction and retention - A core measure of success is the ability to consistently expand Dodge’s footprint across the client portfolio Identify high-impact opportunities: - Pinpoint clients with the highest potential for growth and retention risk - Engage proactively with key decision-makers and influencers to open doors and deepen relationships Master Dodge solutions: - Attain deep knowledge of Dodge’s full product suite and stay current on solution capabilities to serve as a trusted advisor - Be able to clearly articulate how each offering can address a client’s unique challenges and goals Lead discovery and consultative selling: - Conduct thorough discovery to understand the client’s business, go-to-market strategy, workflows, and priorities - Deliver tailored, value-based solutions aligned to their objectives - Present the right combination of Dodge products and services based on client needs and demonstrate how they deliver measurable business impact Manage the end-to-end client experience: - Serve as the client’s primary point of contact post-sale - Ensure a smooth onboarding, continued engagement, and a structured, proactive account management process Build and maintain a strong expansion pipeline: - Maintain clear visibility into upsell/cross-sell opportunities, accurately forecast expansion revenue, and execute on a structured plan to meet or exceed assigned growth targets Maintain CRM and reporting discipline: - Document all activities, insights, and opportunities in the designated CRM system - Deliver timely reports, updates, and forecasts to leadership with accuracy and clarity Represent Dodge with professionalism: - Uphold Dodge’s brand and values in every interaction - Foster long-term client relationships built on trust, transparency, and performance Education Requirement Bachelor’s Degree preferred and/or equivalent work experience. Required Experience, Knowledge and Skills - Minimum of 5 years of proven success in consultative and solution-based selling, preferably within data, analytics, or technology solutions - Strong understanding of the financial, banking, institutional investor, insurance and real estate communities to effectively align solutions with client objectives and industry trends - Demonstrated track record of consistently meeting or exceeding monthly, quarterly, and annual revenue growth targets - Proven track record of operating in a multi-priority, fast paced environment - Proficient in Salesforce, with strong understanding of opportunity management, pipeline tracking, and order processing within a CRM environment - Skilled in Microsoft Office applications (Outlook, Word, Excel) with experience delivering client-facing presentations via Teams, Webex, or similar virtual platforms. - Exceptional communication skills—written, verbal, and presentation—including the ability to influence, persuade, and lead discussions with individuals and groups - Must possess a keen sense of attention to detail, organizational skills and proven customer management skills Preferred Experience, Knowledge and Skills - A self-starter who is intuitive, curious, confident, tenacious, and bold in pursuing opportunities and growing revenue - Knowledge of commercial construction About Dodge Construction Network Dodge Construction Network exists to deliver the comprehensive data and connections the construction industry needs to build thriving communities. Our legacy is deeply rooted in empowering our customers with transformative insights, igniting their journey towards unparalleled business expansion and success. We serve decision-makers who seek reliable growth and who value relationships built on trust and quality. By combining our proprietary data with cutting-edge software, we deliver to our customers the essential intelligence needed to excel within their respective landscapes. We propel the construction industry forward by transforming data into tangible guidance, driving unparalleled advancement. Dodge is the catalyst for modern construction. Salary Disclosure Dodge Construction Network’s compensation and rewards package for full time roles includes a market competitive salary, comprehensive benefits, and, for applicable roles, uncapped commissions plans or an annual discretionary performance bonus. For this role, we are only considering candidates who are legally authorized to work in the United States and who do not now or in the future require sponsorship for employment visa status. A background check is required after a conditional job offer is made. Consideration of the background check will be tailored to the requirements of the job and consistent with all federal state and local ordinances. Reasonable Accommodation Dodge Construction Network is committed to recruiting, hiring, and promoting people with disabilities. If you need an accommodation or assistance completing the online application, please email recruiting@construction.com. Equal Employment Opportunity Statement Dodge Construction Network is an Equal Opportunity Employer. We are committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our people. All employment decisions shall be based on merit, qualifications, and business needs without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, pregnancy, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. #LI-Remote #LI-SB1 #DE-Remote #DE-2026-47
Strategic Account Executive
GitLabGitLab, founded in 2011 and based in San Francisco, California, maintains a distributed team of professionals that work remotely across multiple continents. GitLab advocates for pr
• Own a portfolio of strategic and enterprise accounts in Germany, driving both net-new customer acquisition and expansion within existing customers. • Lead complex sales cycles from prospecting and qualification through negotiation and close, using a consultative approach grounded in customer business needs. • Develop and execute structured account plans that map customer priorities to GitLab’s DevSecOps and AI-powered platform capabilities. • Collaborate closely with pre-sales, customer success, support, and strategic channel partners to ensure successful evaluations, rollouts, and long-term adoption of GitLab. • Act as the voice of the customer by sharing feedback and product ideas through GitLab’s public issue tracker and with internal stakeholders. • Generate and nurture qualified pipeline through targeted outreach, joint activities with channel partners, and effective use of existing relationships. • Prepare and maintain accurate activity, pipeline, and forecast reports, and contribute to win/loss analysis to continuously improve sales execution. • Partner with Marketing to shape and execute account-based and regional campaigns that support pipeline generation and expansion in your territory.



