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As a Strategic Account Executive, you will manage consultative sales cycles with large RIAs and Family Offices, develop engagement strategies, and lead efforts for client contract achievement. You will work collaboratively with various internal teams to enhance client experiences and deliver innovative solutions in the Wealth Management Sector.
The Account Executive will develop strategic sales plans, manage lead qualification, and generate relationships within named accounts in the finance industry. They will be responsible for achieving sales quotas and may require travel for client engagement.
The Sr. Manager - R&D Operations will coordinate and optimize R&D team workflows, manage a portfolio of initiatives, and ensure efficient planning processes. This role involves partnering with Engineering and Product teams to drive success in delivering R&D projects and supporting team development.
The Navigator Product Adoption Specialist will enhance product adoption for the Navigator tool by training clients on best practices, developing technical solutions, and collaborating with various teams to address product gaps and support client relationships.
As a Sales Engineer at Addepar, you'll lead presentations with C-Suite executives, providing in-depth knowledge of financial software and Addepar's product advantages. You will support Account Executives throughout the sales process, assist clients in conceptualizing their use of the Addepar platform, and collaborate on creating proof of concepts and Statements of Work.
The Marketing Operations Analyst will focus on lead lifecycle reporting and optimization, enhance workflows, create dashboards for visibility, and streamline data processes. The role involves collaboration with various teams to improve lead generation and management, alongside maintaining the marketing tech stack for accurate reporting.
The Business Development Officer will manage and expand relationships with Wealth Tech consulting teams at custodians, drive engagement and referrals, collaborate on sales pipelines, raise product awareness through demos and education sessions, and help build a new function within the team.
The Account Manager will drive revenue growth by managing client relationships, delivering business reviews, and developing sales strategies. Responsibilities include forecasting, pipeline management, and leading renewal processes while collaborating with the Client Engagement & Success Management team.
As a Sr. Account Manager at Addepar, you will cultivate critical client relationships, drive revenue growth through renewals and additional products, collaborate with the Client Engagement & Success Management team, and lead the renewal process, while maintaining accurate forecasting and pipeline management using Salesforce.
As a Product Manager at Addepar, you will lead the development of a data lake house product, collaborating with clients and engineering teams to define requirements, oversee product lifecycle, and ensure competitiveness in data technologies.
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