Sr. Manager, Sales

Who We Are

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have trusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $5 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India.

*Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.

The Role

Addepar is looking for a high-energy, customer-focused Sales Manager who is committed to helping grow a diverse and inclusive Sales team and workforce. This role will help drive strategy and success within our Sales team to achieve ambitious growth across the wealth management, family office, private banking, and global investment management market segments.

The Sales Manager will be responsible for leading a division within the Sales organization to build a quality pipeline, qualify prospective clients, help craft implementation plans, and sign new clients. The Sales Manager will also help maintain company and market research in Salesforce to help better implement strategy. This role will partner with the other organization leaders to define and help drive an industry-leading culture.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $137,000 - $214,000 (base salary) + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You’ll Do

• Drive 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 team against established performance criteria.
• Provide timely delivery and accuracy of daily/weekly/monthly/quarterly reports to executives and senior management.
• Provide mentorship and invest in getting the best out of our dedicated sales executives.
• Identify and develop new market opportunities for the business.
• Help drive sophisticated 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, Sales Operations Client Services, and Account Management teams at Addepar.

Who You Are

• Consistent track record of leading a world-class sales team, including extensive forecasting experience and achieving or exceeding revenue goals.
• 5+ years developing teams of sales professionals.
• Strong work ethic, upbeat, proactive teammate.
• Salesforce experience is a must.
• Excellent communication skills, including oral, written, and presentation abilities.
• Desire to tackle sophisticated client problems and build a phenomenal 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.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to [email protected].