BP
$128,000 – $160,000
Listed on Blumberg Portfolio’s own careers site. You apply with them directly — we never stand between you and the employer.
What this role is
This senior sales role leads complex enterprise deals with major institutional investors, asset managers, and financial firms using Addepar's investment platform. It suits experienced SaaS sellers in financial services who can navigate multi-stakeholder negotiations, build executive relationships, and work across product, engineering, and client success teams to close and expand large accounts.
Our summary, not Blumberg Portfolio’s wording. The full posting is on their site.
Skills this role names
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What they ask for
Required
- Proven experience leading complex SaaS or platform sales cycles
- Experience in wealth management or financial services
- Ability to navigate large organizations and engage C-level stakeholders
- Track record of building long-term client relationships
- Consultative selling approach
- Cross-functional collaboration skills
- Strong executive communication and presentation skills
- Pipeline management and forecasting discipline
- Legal authorization to work in the United States without visa sponsorship
Nice to have
- Experience with alternative asset managers or institutional investors
- Background in investment technology or fintech
- Thought leadership and reputation as a trusted advisor