Sr. Account Executive - Key Accounts

Addepar
United States
Workplace: RemoteFull timeUSD 128,000 - 150,000 annuallyFunction: SalesEducation: bachelorsSkills: ["Client-centricity","Selling skills","Deal qualification discipline","Executive communication","Collaboration"]

Own consultative sales cycles for Addepar’s largest RIA and multi-family office accounts, driving quota achievement and multi-year contracts. Build net-new relationships and expand existing accounts through disciplined qualification, economic buyer engagement, and executive business reviews. Collaborate cross-functionally with Marketing, Pre-sales, Partnerships, Services, Client Success, and R&D, while maintaining rigorous pipeline and forecast discipline in Salesforce.

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Addepar
Addepar
1 week ago

Sr. Account Executive - Key Accounts

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live
Reposted: similar role first listed 4 months ago

Job Summary

Own consultative sales cycles for Addepar’s largest RIA and multi-family office accounts, driving quota achievement and multi-year contracts. Build net-new relationships and expand existing accounts through disciplined qualification, economic buyer engagement, and executive business reviews. Collaborate cross-functionally with Marketing, Pre-sales, Partnerships, Services, Client Success, and R&D, while maintaining rigorous pipeline and forecast discipline in Salesforce.
Location: United States
Workplace: Remote
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Lead the sales cycle and strategy for named key accounts within the wealth management sector.
  • •Prospect and develop net-new relationships for underpenetrated or uncontacted firms.
  • •Execute deep account research, multi-threaded engagement, and disciplined qualification.
  • •Own the commercial relationship and expansion strategy across existing accounts.
  • •Conduct executive business reviews and strategic account planning while partnering with cross-functional teams to drive upsell and cross-sell opportunities.

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-making structures.
  • •Proven outbound sales motion with pipeline creation from scratch using named/greenfield accounts.
  • •Executive-level presence and credibility (e.g., CIO/CEO/COO/Managing Partner) with sophisticated financial institutions.
  • •Bachelor’s degree and proficiency in Salesforce for pipeline management and forecasting.
Experience:SaaSSoftwareWealth managementRIAsMulti-family offices
Education:Bachelor's
Skills:Client-centricitySelling skillsDeal qualification disciplineExecutive communicationCollaboration
Tech Stack:Salesforce

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

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