Sales Manager - Addepar : Job Details

**Sales Manager**

at Addepar New York, NY **Who We Are**

Addepars purpose is to maximize the positive impact of the worlds capital. More than 700 of the worlds leading financial services firms trust Addepar to unlock the power and possibility of informed, data driven investingand advice. These family offices, wealth managers, banks and institutions use Addepars 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 weve 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.

Were now expanding Addepars business around the globe, with clients in more than 25 countries. Were 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 / .

****The Role****

Addepar is looking for a high-energy, customer-focused Sales Manager that is committed to helping grow a diverse and inclusive Sales team and workforce. The Sales Manager 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 Manager will be responsible for managing a division within the Sales organization to build a quality pipeline, qualify prospective clients, help design implementation plans, and sign new or renewal contracts with clients. The Sales Manager will also help maintain company and market research in Salesforce to help better inform strategy. This role will partner with the other organization leaders to define the sales team culture.

****What Youll Do****

* Design and own sales processes from the ground up with a deep understanding of how to performance-manage against funnel metrics.

* Set strategic direction for the sales team to exceed our overall growth targets while consistently reviewing and updating sales strategies as our business evolves.

* Consistently analyze the performance of the sales department against established performance criteria

* Provide prompt delivery and accuracy of daily/weekly/monthly/quarterly reports to executives and senior management.

* Provide coaching and invest in getting the best out of our talented sales executives

* Identify and develop new market opportunities for the business.

* Insert into most complex and high-impact sales conversations to assist in closing and expediting the sales cycle.

* Own recruiting, objectives setting, coaching, and performance monitoring of sales representatives

* Develop your sales team through motivation, counseling, and product knowledge education

* Maintain accurate forecasting and pipeline management.

* Assign sales territories and partner with Sales Operations to develop and implement sales quota plans

* Close partnership with Business Development, Sales Engineering, and Sales Operations, Client Services, and Account Management teams at Addepar.

****Who You Are****

* Proven track record of managing a world-class sales team, including extensive forecasting experience and achieving or exceeding revenue goals

* 10+ years experience showing career progression in a world-class sales organization.

* 5+ years managing teams of sales professionals

* Strong work ethic, energetic, proactive, team player.

* Salesforce experience is a must.

* Excellent communication skills, including oral, written, and presentation abilities.

* Desire to solve complex client problems and build a great company.

* Comfortable presenting to C-suite at financial services organizations.

* SaaS or Financial Technology industry experience is a plus

* Ability to develop and critically analyze a sales pipeline and forecast

**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.

Unfortunately, at this time we cannot accept Colorado applicants.

Location (City) **Voluntary Self-Identification**

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely **voluntary**. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Addepars Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

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If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A disabled veteran is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A recently separated veteran means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An active duty wartime or campaign badge veteran means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An Armed forces service medal veteran means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

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