Addepar
Sr. Account Executive - Key Accounts
Remote, USA · Senior
No sponsorship$128k-$160kDetected 14 days ago
SalesforceSalesAccount ManagementPipeline ManagementForecastingResearch
About the role
- As a Key Account Executive, you will be managing consultative sales cycles with our largest RIA's and Multi-Family Offices.
- We are looking for a proven consultative account executive who exemplifies our values around client centricity and has a demonstrated track record of crafting and delivering exceptional client outcomes.
- The candidate will demonstrate strong selling skills coupled with a genuine curiosity to learn and a passion for being part of a world-class team.
Responsibilities
- The client relationships you build and expand during your tenure at Addepar will have the opportunity to reshape the industry and usher in a new era of technology innovation across the Wealth Management Sector for RIAs and Multi-Family and Family offices.
- This role affords the candidate with an opportunity to be both a student and teacher as we work together to deliver a new paradigm across global wealth management.
- The Account Executive is expected to own and drive the strategy for this sector and lead the sales cycle with a cross-functional team.
- Prospect and develop net new relationships within your named account list, with a focus on firms that have historically been underpenetrated or uncontacted
- Own the commercial relationship and expansion strategy across your existing account base
- Build and maintain deep stakeholder maps across each account, ensuring Addepar has multi-threaded relationships at every level of the organization
- Partner with Client Success and Services to identify upsell and cross-sell opportunities tied to platform adoption and evolving client needs
- Partner closely with Pre-sales to architect and deliver technically credible and client-specific solution narratives
- Collaborate with Marketing, Partnerships, and Product to ensure your accounts are engaged with Addepar's roadmap and strategic initiatives
- Maintain rigorous pipeline and forecast discipline in Salesforce
Requirements
- As a proven account executive, you will likely have demonstrated ability in sales or the equivalent degree of expertise in a similar environment.
- 10+ years of software or SaaS sales experience, with a consistent track record of closing
- Proven sales motion: You have built pipelines from scratch with named or greenfield accounts, not just managed inbound or inherited relationships
- Experience with both new logo acquisition and account expansion, and the ability to manage both motions simultaneously within the same book
- Ability to travel as required for executive meetings, client events, and internal strategy sessions
- Bachelor's degree required
- Collaborative instincts: you know how to mobilize internal resources
Compensation
- The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.
- In this role, you will have the opportunity to develop and implement strategies that help Addepar grow new annual recurring revenue and advise our mid-tier clients while managing our top existing client base.
Benefits
- Contribute to the evolution of Addepar's key accounts playbook, bringing market intelligence and deal learning back to the broader organization
Company info
- Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo.
- The Role
- As a Key Account Executive, you will be managing consultative sales cycles with our largest RIA's and Multi-Family Offices. We are looking for a proven consultative account executive who exemplifies our values around client centricity and has a demonstrated track record of crafting and delivering exceptional client outcomes. In this role, you will have the opportunity to develop and implement strategies that help Addepar grow new annual recurring revenue and advise our mid-tier clients while managing our top existing client base. This role works in a cross-functional environment with Marketing, Pre-sales, Partnerships, Services, Client Success, Account Management, and R&D to deliver trusted and scalable solutions. The candidate will demonstrate strong selling skills coupled with a genuine curiosity to learn and a passion for being part of a world-class team. The Key Account Executive is empowered and responsible for leading efforts that result in quota achievement and multi-year client contracts.
- Addepar takes a market-based approach to pay. A successful candidate's starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.
- Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.
Visa & Work Authorization
- Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begi
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