Sr. Account Executive - Key Accounts

The role

You will manage consultative sales cycles with large RIAs and Multi-Family Offices. You will develop strategies to grow annual recurring revenue and manage top existing clients through cross-functional collaboration.

What you will do

• Prospect and develop net new relationships within named accounts
• Execute a sales motion including research, outreach, engagement, and qualification
• Identify and engage economic buyers, champions, and technical stakeholders
• Own the commercial relationship and expansion strategy for existing accounts
• Conduct regular executive business reviews and strategic account planning
• Build and maintain deep stakeholder maps across each account
• Serve as the senior commercial point of contact for high-priority strategic accounts
• Partner with Client Success and Services to identify upsell and cross-sell opportunities
• Partner with Pre-sales to deliver client-specific solution narratives
• Collaborate with Marketing, Partnerships, and Product on roadmap engagement

Required qualifications

• 10+ years of software or SaaS sales experience
• Demonstrated success running complex, multi-stakeholder sales cycles
• Proven sales motion building pipelines from scratch
• Executive presence and credibility at CIO, CEO, COO, and Managing Partner levels
• Deep familiarity with the wealth management ecosystem
• Experience with both new logo acquisition and account expansion
• Strong deal qualification discipline
• Proficient in Salesforce
• Ability to travel as required
• Bachelor’s degree

Nice to have

• Strategic mindset to treat each account as its own business
• High accountability
• Collaborative instincts

Benefits

• Base salary
• Bonus
• Equity
• Benefits

Before you apply

• Must be legally authorized to work in the United States without requiring current or future visa sponsorship
• Must be authorized to begin work in the U.S. on first day of employment

About the company

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets.