Senior Account Executive – Enterprise

🕒 Abril 29

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $149.000 - $223.000 / ano

⏰ Tempo Integral

🟠 Sênior

🧑‍💼 Executivo de Contas

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Addepar

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

Fundada em 2013

💸 Finanças

💳 Fintech

☁️ SaaS

💰 $130.000.000 Corporate Round em 2021-11

Finance • Fintech • SaaS

Addepar é uma plataforma abrangente de tecnologia e dados projetada para otimizar a gestão de patrimônio para profissionais de investimento globalmente. Ela capacita empresas com ferramentas sofisticadas para gerenciar carteiras de investimento complexas, oferecendo recursos como agregação de dados, negociação de portfólio, modelagem de portfólio e acompanhamento de taxas. Com mais de US$ 6 trilhões em ativos geridos, a Addepar atende a uma variedade de serviços financeiros, incluindo gestores de patrimônio, escritórios familiares, bancos privados e corretores. A empresa atua em mais de 45 mercados globais e oferece soluções de relatórios e integrações personalizáveis, facilitando uma melhor tomada de decisões e satisfação do cliente.

Descrição

• Own and grow strategic relationships - Build, expand, and deepen relationships with key enterprise clients. Drive new business, renewals, and multi-year expansion opportunities across your portfolio. • Lead consultative enterprise sales cycles - Own complex, multi-stakeholder deals across large financial institutions, often spanning regions, business lines, and senior decision-makers. • Set account strategy and drive execution - Develop and execute thoughtful, multi-year account plans aligned to client priorities and Addepar’s broader GTM strategy. • Operate as a cross-functional leader - Work closely with Sales Engineering, Client Success, Services, and Partnerships to deliver a coordinated, “one team” experience—minimizing friction and maximizing client impact. • Engage at the executive level - Build trusted relationships with C-level stakeholders within client organizations and partner with Addepar’s leadership team when appropriate to advance strategic opportunities. • Contribute to how we go to market - Bring perspective from your experience and from the field—sharing best practices, shaping engagement models, and helping evolve how we serve enterprise clients. • Maintain strong pipeline and forecasting discipline - Ensure timely, accurate pipeline management and forecasting to support internal alignment and planning.

🎯 Requisitos

• Proven enterprise seller - You bring significant experience leading complex SaaS or platform sales cycles, ideally within wealth management or financial services. • Client-focused and outcomes-driven - You have a track record of building long-term relationships and delivering meaningful results for clients. • Strategic and consultative - You know how to navigate large organizations, ask the right questions, and align solutions to broader business objectives. • Executive communicator - You’re comfortable engaging senior stakeholders and can clearly articulate complex ideas in a way that resonates. • Collaborative by nature - You work well across teams and understand how to bring the right people together to move deals forward and support clients over time. • Curious and continuously learning - You bring your own perspective and best practices, while also being open to learning and evolving how we operate. • Self-directed and accountable - You’re comfortable operating with autonomy as we continue to grow and evolve our enterprise business.

🏖️ Benefícios

• Bonuses • Equity