Addepar is an investment management technology company that empowers investors and advisors to navigate the increasingly complex world of finance. Combining world-class engineering with deep investment expertise, our extraordinary team is re-imagining and fundamentally improving how technology delivers integrity, transparency, and impact to one of the world’s largest industries. Addepar builds technology that simplifies sophisticated portfolio analysis and reporting, empowering the modern investor to make more informed decisions based on immediate, accurate insights.
Addepar is looking for a Sales Executive to join our high-growth, high-energy Sales team in the Chicago office. The Sales Executive will help drive strategy and success within our Sales team to achieve aggressive growth across the wealth management, family office, private banking, and global investment management market segments.
The Sales Executive will be responsible for working with the Sales team to build quality pipeline, qualify prospective clients, help design implementation plans, and sign new or renewal contracts with clients. The Sales Executive e will also help maintain company and market research in Salesforce to help better inform strategy.
The Sales Executive will report to the VP of Sales, and will also work closely with Business Development, Sales Engineering, and Sales Operations, Client Solutions, and Client Advocacy teams at Addepar. There is a 3-month training program in place to educate new Sales Executive about Addepar’s market, product/platform, and sales process.
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