Account Executive

Addepar, Inc.

San Francisco, CA

JOB DETAILS
SKILLS
Business Model, Communication Skills, Cross-Functional, Customer Experience, Customer Relations, Customer Relationship Management (CRM) Systems, Diversity, English Language, Exceeded Sales Goal, Financial Services, International Marketing, International Sales, Interpersonal Skills, Investment Management, Investment Services, Mandarin Chinese Language, Marketing, Presentation/Verbal Skills, Private Banking, Product Demonstration, Registered Investment Advisor (RIA), Sales Closing Skills, Sales Cycle, Sales Management, Sales Prospecting, Salesforce.com, Software Sales, Software as a Service (SaaS), Solution Sales, Strategic Planning, Team Player, Technical Delivery, Thought Leadership, Training/Teaching, Wealth Management, Willing to Travel, Writing Skills
LOCATION
San Francisco, CA
POSTED
30+ days ago

The RoleWe are seeking a talented Account Executive to join our expanding Sales Team in Singapore. As an experienced, quota-carrying sales professional, you will play a critical role in establishing Addepar as the platform of choice within Singapore's investment management sector. You'll focus on driving new ARR by engaging with financial institutions, including Investment Advisors (RIAs or FAs), Single and Multi-Family Offices, and Private Banks in the region.This is a unique opportunity to contribute to our growth in the APAC region, helping to shape Addepar's presence in Singapore. You will collaborate with global sales, marketing, and product teams to build relationships with key financial institutions and accelerate the adoption of Addepar's platform.What You'll DoReshape the wealth management industry by delivering innovative technology solutions.Develop and execute a strategic sales plan to cover key accounts within your territory, focusing on APAC and Singapore-based Private Banks, Family Offices, and Wealth Managers.Lead the sales cycle from prospecting to closing, working closely with a cross-functional team to ensure a top-tier client experience.Build and nurture new client relationships, positioning Addepar as a trusted solution in the Singaporean and APAC markets.Attend client meetings and marketing events as needed (approximately 30-40% travel, depending on business needs).Who You AreExperienced in software sales within financial services, with a strong track record of success in meeting or exceeding quotas.Proven expertise in selling SaaS solutions to wealth managers, FAs or RIAs, or financial institutions, particularly in the Singapore or broader APAC markets.Proficient in Salesforce or other CRM tools.Skilled at delivering compelling product demos and navigating the nuances of SaaS business models.Strong interpersonal and presentation skills with exceptional written and verbal communication abilities, including fluency in English (Mandarin or another related language is a plus).Bachelor's Degree is highly preferred.Our GTM Team AttributesOur team brings diverse backgrounds, experiences, and cultures and embodies these qualities:Deeply connected to our mission and to each other.Passionate about delivering exceptional client experiences.Outcome-driven with strong communication skills.A consultative, collaborative approach.Reputation as a trusted colleague and thought leader.High intellectual and technical proficiency.Eager to both teach and learn.

About the Company

A

Addepar, Inc.