Addepar

2 days ago

Sr. Account Executive - Enterprise

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 15 hours agoStatus: Live

Job Summary

Lead complex, consultative enterprise sales for strategic wealth management clients, owning accounts and driving both new business and multi-year expansion. Build and deepen relationships across large financial institutions through multi-stakeholder deal cycles, executive-level engagement, and data-informed account strategy. Partner cross-functionally with Sales Engineering, Client Success, Services, Partnerships, Marketing, and R&D to deliver a coordinated “one team” client experience while maintaining disciplined pipeline and forecasting.

Location: Singapore

Workplace: Remote

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Own and grow strategic enterprise account relationships, driving new business, renewals, and multi-year expansion opportunities.
•Lead consultative, multi-stakeholder enterprise sales cycles across large financial institutions and senior decision-makers.
•Develop and execute multi-year account plans aligned to client priorities and Addepar’s GTM strategy.
•Coordinate cross-functionally across Sales Engineering, Client Success, Services, and Partnerships to deliver a consistent client experience.
•Maintain strong pipeline management and forecasting discipline to support internal alignment and planning.

Key Requirements

•Significant experience leading complex SaaS or platform sales cycles, ideally within wealth management or financial services.
•Proven track record of building long-term relationships and delivering meaningful outcomes for clients.
•Ability to navigate large organizations and align solutions to broader business objectives in a consultative manner.
•Comfort engaging senior stakeholders and clearly articulating complex ideas.
•Collaborative, self-directed, and accountable approach to operating with autonomy.

Experience:SaaSPlatform salesWealth managementFinancial services

Skills:Client-focusedOutcomes-drivenStrategic thinkingConsultative sellingCollaborationCommunicationExecutive communicationSelf-directedAccountability

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

Website LinkedIn

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Addepar

2 days ago

Sr. Account Executive - Enterprise

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 15 hours agoStatus: Live

Job Summary

Location: Singapore

Workplace: Remote

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Own and grow strategic enterprise account relationships, driving new business, renewals, and multi-year expansion opportunities.
•Lead consultative, multi-stakeholder enterprise sales cycles across large financial institutions and senior decision-makers.
•Develop and execute multi-year account plans aligned to client priorities and Addepar’s GTM strategy.
•Coordinate cross-functionally across Sales Engineering, Client Success, Services, and Partnerships to deliver a consistent client experience.
•Maintain strong pipeline management and forecasting discipline to support internal alignment and planning.

Key Requirements

•Significant experience leading complex SaaS or platform sales cycles, ideally within wealth management or financial services.
•Proven track record of building long-term relationships and delivering meaningful outcomes for clients.
•Ability to navigate large organizations and align solutions to broader business objectives in a consultative manner.
•Comfort engaging senior stakeholders and clearly articulating complex ideas.
•Collaborative, self-directed, and accountable approach to operating with autonomy.

Experience:SaaSPlatform salesWealth managementFinancial services

Skills:Client-focusedOutcomes-drivenStrategic thinkingConsultative sellingCollaborationCommunicationExecutive communicationSelf-directedAccountability

Company Brief

Addepar

Industry: Wealth Management

Company Size: Large (251 to 1,000 employees)

Growth: Established Company

Headquarters: Mountain View, United States

Founded: 2009

Website LinkedIn