Senior Account Executive – Key Accounts

🔥 12 hours ago

🇺🇸 United States – Remote

💵 $128k - $150k / year

⏰ Full Time

🟠 Senior

🧑‍💼 Account Executive

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Addepar

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2013

💸 Finance

💳 Fintech

☁️ SaaS

💰 $130M Corporate Round on 2021-11

Finance • Fintech • SaaS

Addepar is a comprehensive technology and data platform designed to streamline wealth management for investment professionals globally. It empowers firms with sophisticated tools to manage complex investment portfolios, offering features like data aggregation, portfolio trading, portfolio modeling, and fee tracking. With over $6 trillion in assets managed, Addepar serves a variety of financial services including wealth managers, family offices, private banks, and broker-dealers. It supports more than 45 markets worldwide and provides customizable reporting and integration solutions, facilitating better decision-making and client satisfaction.

📋 Description

• Prospect and develop net new relationships within named accounts, focusing on underpenetrated or uncontacted firms • Execute deep account research, targeted outreach, multi-threaded engagement, and disciplined qualification • Identify and engage economic buyers, champions, and technical stakeholders across complex organizational structures • Own commercial relationships and expansion strategies across existing accounts • Conduct executive business reviews and strategic account planning sessions • Build and maintain stakeholder maps across accounts • Serve as senior commercial point of contact for high-priority strategic accounts • Partner with Client Success and Services on upsell and cross-sell opportunities • Partner with Pre-sales to architect and deliver technically credible, client-specific solution narratives • Collaborate with Marketing, Partnerships, and Product on roadmap and strategic initiatives • Maintain pipeline and forecast discipline in Salesforce • Contribute market intelligence and deal learnings to Addepar’s key accounts playbook • Lead sales-cycle strategy with cross-functional teams to achieve quota and secure multi-year client contracts • Advise mid-tier clients while managing the top existing client base

🎯 Requirements

• 10+ years of software or SaaS sales experience, with a consistent track record of closing • Demonstrated success running complex, multi-stakeholder sales cycles, including deals spanning multiple business units, legal entities, or decision-making structures • Experience building pipelines from scratch with named or greenfield accounts • Executive presence and credibility at CIO, CEO, COO, and Managing Partner levels with sophisticated financial institutions • Deep familiarity with the wealth management ecosystem, particularly large RIAs, PE-backed consolidators, and institutional-grade family offices • Experience with both new logo acquisition and account expansion • Strong deal qualification discipline • Proficient in Salesforce for pipeline management, forecasting, and account planning • Ability to travel as required for executive meetings, client events, and internal strategy sessions • Bachelor’s degree required • Legally authorized to work in the United States for any employer without current or future visa sponsorship • Authorized to begin work in the U.S. on the first day of employment

🏖️ Benefits

• Bonus • Equity • Benefits • Reasonable accommodation for individuals with disabilities • Equal opportunity and inclusive workplace