Senior Account Executive (Key Accounts)

Join Addepar as a Senior Account Executive, where you will manage consultative sales cycles with our largest RIA’s and Multi-Family Offices. You will develop and implement strategies to grow new annual recurring revenue and advise mid-tier clients while managing our top existing client base. This role requires a proven consultative account executive with a track record of delivering exceptional client outcomes. You will work in a cross-functional environment and have the opportunity to reshape the industry and usher in a new era of technology innovation across the Wealth Management Sector.

• Prospect and develop net new relationships within your named account list, focusing on firms that have historically been underpenetrated or uncontacted.
• Execute a sales motion that includes deep account research, target outreach, multi-threaded engagement, and disciplined qualification.
• Own the commercial relationship and expansion strategy across your existing account base, conducting regular executive business reviews and strategic account planning sessions.

• 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
• Proficient in Salesforce for pipeline management, forecasting, and account planning
• Proven sales motion: You have built pipelines from scratch with named or greenfield accounts, not just managed inbound or inherited relationships
• Deep familiarity with the wealth management ecosystem - particularly large RIAs, PE-backed consolidators, and institutional-grade family offices
• Strong deal qualification discipline
• Ability to travel as required for executive meetings, client events, and internal strategy sessions
• Demonstrated success running complex, multi-stakeholder sales cycles - including deals that span multiple business units, legal entities, or decision-making structures
• Experience with both new logo acquisition and account expansion, and the ability to manage both motions simultaneously within the same book
• 10+ years of software or SaaS sales experience, with a consistent track record of closing
• Bachelor’s degree required
• Executive presence and credibility at the CIO, CEO, COO, and Managing Partner levels with sophisticated financial institutions
• As a proven account executive, you will likely have demonstrated ability in sales or the equivalent degree of expertise in a similar environment. We are only interested in individuals who have a genuine passion and a consistent record for building and delivering extraordinary client outcomes
• The strategic mindset to treat each account as its own business - with a unique entry point, stakeholder map, and commercial thesis
• High accountability: you own your numbers, your pipeline, and your client relationships without ambiguity
• Collaborative instincts: you know how to mobilize internal resources