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 entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 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 New York City, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai.
The Role
Addepar is looking for a high energy, customer focused GTM Regional Head, APAC that is committed to helping grow a diverse and inclusive Go-To-Market (GTM) workforce. The GTM Regional Head, APAC will help drive strategy and success within our GTM team to achieve aggressive growth across the wealth management, family office, private banking, and global investment management market segments.
The GTM Regional Head, APAC will be responsible for managing the total book of business within the region, inclusive of new client acquisitions and maintenance and growth of the existing client base. A critical KPI will be a YOY Net ARR growth. In focusing on the total business, key areas of focus will be:
- i) building of quality pipelines
- ii) qualifying prospective clients
- iii) assisting with & designing implementation plans and
- iv) a strong focus on maintenance, adoption and continued growth of existing clients
This role will also help maintain company and market research in Salesforce to help better inform strategy. The individual will partner with the other organization leaders to define the GTM team culture and will report to the Chief Revenue Officer.
What You’ll Do
- Design and own sales processes from the ground up with a deep understanding of how to perform against funnel metrics.
- Set strategic direction for the APAC GTM team to exceed our overall growth targets while consistently reviewing and updating sales strategies as our business evolves.
- Consistently analyze the performance of the APAC sales team 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 APAC-based Sales Executives, Business Development, Sales Engineering, Sales Operations, Client Services, and Account Management teams
- Define the strategic direction to identify and develop new regional market opportunities for the business.
- Advise and coordinate in the most complex and high-impact sales conversations to assist in moving deals forward.
- Serve as a key liaison between R&D and regional business teams to ensure commercial viability in the region
- Partner with R&D and Business teams to advocate for regional business needs, ensuring cross-functional teams understand key market requirements, user expectations, and compliance standards relevant to the region
- Advise on regional hosting, infrastructure, and localization requirements
- Own recruiting, objective setting, coaching and performance monitoring of the regional sales team
- Develop your sales team through motivation, counseling, and product knowledge education
- Maintain accurate forecasting and pipeline management.
- Assign sales territories and partner with GTM Operations to develop and implement sales quota plans
- Play a key role in hiring exceptional regional GTM talent
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 GTM organization.
- 10+ years managing teams of sales professionals
- Understanding of wealth and investment management markets, with credibility in engaging senior stakeholders across family offices, private banks, and asset managers.
- 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.
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 TAinfo@addepar.com.