Sales Manager

• As Sales Manager, you will lead and develop a team of Account Executives managing consultative sales cycles with our Wealth Managers, Multi-Family Offices, and Family Offices
• In this role, you will develop and implement strategies that help Addepar grow new annual recurring revenue and advise our mid-tier clients
• This role works in a cross-functional environment with Marketing, Pre-sales, Partnerships, Services, Client Experience & Success, Account Management, and R&D to deliver trusted and scalable solutions
• The Sales Manager is empowered and responsible for leading their team to quota achievement and multi-year client contracts
• At Addepar you will have the opportunity to reshape the industry and usher in a new era of technology innovation across the Wealth Management sector for Wealth Managers and Family Offices. This role is for someone who has shown to be both a thought leader and execution leader, partnering with their team, clients, and Addepar colleagues to ensure a world-class client experience throughout the entire client journey from pre-sale to post-sale. This role affords the candidate the opportunity to be both a student and teacher as we work together to deliver a new paradigm across global wealth management
• The Sales Manager is expected to own and drive the strategy for their team and sector, leading a cross-functional effort with a special focus on helping Addepar grow its business in EMEA and beyond
• Recruit, hire, coach, and develop a team of Account Executives, building a culture of accountability, curiosity, and client centricity
• Craft Wealth Management and Family Office engagement strategies based on the Addepar GTM model, translating them into team-level plans and individual coaching
• Bring your best practices to Addepar and teach us what has made you and your teams wildly successful throughout your career. We are always looking to learn and improve the model that best serves our clients
• Coach Account Executives through complex, consultative sales cycles – from deal strategy and stakeholder mapping to negotiation and closing
• Collaborate with colleagues across Product, Engineering, Services, and more to remove obstacles and deliver scalable solutions for the team’s clients
• Own timely and accurate pipeline and forecast management across the team to help drive cross-functional alignment and expectations
• Engage at C-level in enterprise client organisations and within Addepar, stepping into strategic deals alongside your Account Executives when needed
• Develop required client relationships and executive engagement to support long-term success
• Partner with senior leadership on territory planning, headcount planning, and quota setting for the team

Benefits

• Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar
• Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world
• Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule
• Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy
• Learning & Development Allowance: Your continued growth and development are important to us
• Dynamic Team: Strong investment in the best talent at the intersection of technology and finance

• We are looking for a proven sales leader who exemplifies our values around client centricity and has a demonstrated track record of building, coaching, and scaling high-performing account executive teams
• The candidate will demonstrate strong sales leadership and coaching skills coupled with a genuine curiosity to learn and a passion for building an extraordinary team
• As a proven sales leader, you will likely have demonstrated experience managing or mentoring Account Executives, or an equivalent track record of individual sales success paired with clear leadership readiness. We are interested in individuals with a genuine passion and consistent track record for building teams that deliver extraordinary client outcomes
• Track record of hiring, coaching, and developing Account Executives into high performers
• Strong command of pipeline management and forecasting methodology across a team of sellers
• Proven successful experience leading a team through complex, consultative sales cycles, ideally within financial services, fintech, or enterprise SaaS
• Experience selling or overseeing sales to Wealth Managers, Family Offices, and Multi-Family Offices, managing complex deals across all levels of a client’s organisation
• Excellent presentation and executive engagement skills
• Excellent written and verbal communication skills
• A self-starter who thrives in a fast-paced environment
• Excellent negotiation skills, with the judgement to know when to lead personally on strategic deals