Job Description
The Account Management team at Addepar is responsible for cultivating client relationships and growing revenue. This Account Manager drives revenue growth across a portfolio of clients through renewals & additional products, builds lasting relationships with C-Suite executives and key stakeholders, and leads the renewal and upsell process.
The Account Manager develops a strategic approach to exceed sales quota and net retention targets, works with the Client Success Management team to deliver business reviews, and oversees a book of business across Family Offices, Banks, Institutions, and Registered Investment Advisors. Maintaining accurate forecasting and pipeline management is crucial.
About Addepar
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients.