Manager, Enterprise Account Management

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Who We Are

Addepar’s purpose is to maximize the positive impact of the world’s capital. More than 700 of the world’s leading financial services firms trust Addepar to unlock the power and possibility of informed, data driven investing and advice. These family offices, wealth managers, banks and institutions use Addepar’s purpose-built SaaS platform and associated Marketplace to deliver exceptional value to their clients in a modern, scalable and secure way. 

Our clients use Addepar to manage and advise on more than $3.5 trillion in assets, and we’ve been adding more than $15 billion per week for many consecutive quarters, making us one of the fastest growing companies in fintech. Our board and investors are some of the best in the business: D1 Capital, WestCap, 8VC and Valor Equity Partners have led our last few rounds. 

We’re now expanding Addepar’s business around the globe, with clients in more than 25 countries. We’re constantly doubling down on tech- and data-fueled innovation, and our product and platform roadmap is more ambitious today than ever. We place our clients at the center of everything we do, and see a virtually unlimited set of opportunities to expand our client footprint and deepen the value we can unlock by building together. 

Addepar is a Forbes Fintech 50 company and an honored member of the CB Insights Fintech 250. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City and Edinburgh, Scotland.

*Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.

The Role

The Account Management team at Addepar is responsible for leading all aspects of client relationships - becoming a trusted advisor and cultivating critical initiatives leading to growth.

We’re looking for a shown leader who thrives in fast-paced environments and enjoys the challenge of working with large, matrixed and complex clients. This is an exciting opportunity to join a fast-growing entrepreneurial company. The ideal candidate is comfortable working hands-on, is high-reaching, and results-based.

What You’ll Do

  • Lead a team of enterprise account managers responsible for covering Addepar’s largest, most complex clients
  • Develop and complete strategies to build deep relationships and grow revenue across a critical portion of Addepar’s client base
  • Lead all aspects of and collaborate with Enterprise account management team on renewals and expansion opportunities
  • Partner closely with Addepar’s Client Experience & Success Management team to drive strategic alignment and partnership across an organization
  • Cultivate long-term relationships across the enterprise channel, connecting with key business executives from C-level on down
  • Work across the organization to ensure seamless communication around key client needs, overall client health and enterprise revenue pipeline
  • Build out team to ensure effective engagement at scale
  • Provide oversight during the client journey with responsibility for growth and renewal and ensure a flawless handover of knowledge and responsibilities where appropriate
  • Own all solutions and services sales activities for assigned accounts
  • Attain and exceed annual sales quota and retention targets
  • Forecast accurately
  • Develop necessary pipeline when applicable
  • Use Salesforce effectively to run the sales process, lead generation to close, and maintain relevant data
  • Lead renewal process and pipeline for assigned book of business

Who You Are

  • 15+ years of experience in financial services or SaaS, leading complex enterprise relationships and teams, and developing strategies for deep engagement at scale
  • An analytical and critical thinking approach to resolve root cause and synthesize issues
  • Ability to flourish and navigate in a constantly evolving organization and operate comfortably with ambiguity and complexity.
  • Consistent record of successfully envisioning and implementing sales strategies, meeting and exceeding goals in a fast-paced environment
  • Experience building and enhancing senior level relationships with key influencers and decision makers
  • Experience developing and selling complex business solutions at the C-Suite level
  • Outstanding communication and presentation skills to C-level executives
  • Ability to influence internal and external decision makers and get results
  • Strong executive presence and ability to successfully navigate all levels of partners organizations
  • Strong time management and prioritization skills
  • Consistent track record in building enduring and successful client relationships

Our Values 

  • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
  • Build Together - Collaborate to unlock the best solutions. Deliver lasting value. 
  • Champion Our Clients - Exceed client expectations. Our clients’ success is our success. 
  • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. 
  • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. 

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.

To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.

More Information on Addepar
Addepar operates in the Analytics industry. The company is located in Mountain View, CA, New York, NY, Salt Lake City, UT and Chicago, IL. Addepar was founded in 2009. It has 850 total employees. It offers perks and benefits such as Volunteer in local community, Open door policy, Flexible work schedule, Remote work program, Mandated unconscious bias training and Diversity employee resource groups. To see all jobs at Addepar, click here.
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