Sr. Account Executive - Key Accounts

Addepar
New York, United States
Workplace: RemoteFull timeUSD 128,000 - 150,000 annuallyFunction: SalesExperience: 10+ yearsEducation: bachelorsSkills: ["Client centricity","Consultative selling","Deal qualification","Account planning","Collaboration"]

Manage consultative sales cycles for Addepar’s largest RIAs and Multi-Family offices, owning strategy to achieve quota and drive multi-year contracts. Prospect and expand net new relationships, run complex multi-stakeholder deals, and conduct executive business reviews to identify growth opportunities. Partner across Pre-sales, Client Success, Services, Marketing, Partnerships, and R&D to deliver technically credible solution narratives and maintain rigorous Salesforce pipeline and forecasting discipline.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Addepar
Addepar
1 week ago

Sr. Account Executive - Key Accounts

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Manage consultative sales cycles for Addepar’s largest RIAs and Multi-Family offices, owning strategy to achieve quota and drive multi-year contracts. Prospect and expand net new relationships, run complex multi-stakeholder deals, and conduct executive business reviews to identify growth opportunities. Partner across Pre-sales, Client Success, Services, Marketing, Partnerships, and R&D to deliver technically credible solution narratives and maintain rigorous Salesforce pipeline and forecasting discipline.
Location: New York, United States
Workplace: Remote
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Own the strategy for the sector and lead the sales cycle with a cross-functional team to achieve quota.
  • •Prospect and develop net new relationships within the named account list, focusing on underpenetrated or uncontacted firms.
  • •Execute a disciplined sales motion including deep account research, target outreach, multi-threaded engagement, and qualification.
  • •Own the commercial relationship and expansion strategy across existing key accounts, including exec business reviews and account planning.
  • •Maintain rigorous pipeline and forecast discipline in Salesforce and contribute to Addepar’s key accounts playbook evolution.
Travel: Medium travel

Pay and Benefits

Salary: USD 128,000 - 150,000 annually
Equity and Bonus:Equity

Key Requirements

  • •10+ years of software or SaaS sales experience with a consistent track record of closing.
  • •Experience running complex, multi-stakeholder sales cycles across multiple business units or decision structures.
  • •Demonstrated ability building pipelines from scratch with named/greenfield accounts (not just managing inbound).
  • •Strong executive presence with senior leaders (CIO, CEO, COO, Managing Partner) in financial institutions.
  • •Proficiency in Salesforce for pipeline management, forecasting, and account planning, plus a Bachelor’s degree required.
Experience:10+ yearsSaaSWealth managementRIAMulti-family officesFintech
Education:Bachelor's
Skills:Client centricityConsultative sellingDeal qualificationAccount planningCollaboration
Tech Stack:Salesforce

Eligibility

Work Authorization:Sponsorship available.

Company Brief

Addepar
Provides a wealth management platform that aggregates, analyzes, and reports on complex financial data for advisors, family offices, and institutions to enable better investment decision-making and portfolio reporting.
Industry: Wealth Management
Company Size: Large (251 to 1,000 employees)
Growth: Established Company
Headquarters: Mountain View, United States
Founded: 2009
WebsiteLinkedIn