Senior Account Executive (Key Accounts)

Addepar; New York (NY); Hybrid; USD 120,000 - 190,000; Full time

Benefits offered by this job

Equity

Global Hybrid Workforce

Flexible Time Off

Benefits Packages

Learning & Development Allowance

Dynamic Team

Job summary

Addepar is seeking a senior Key Account Executive to manage consultative sales cycles with leading RIAs and family offices, driving new ARR growth and deepening existing relationships.

You will partner with Marketing, Pre-sales, Partnerships, Services, and Client Success to deliver scalable, high-impact solutions and multi-year contracts across a global wealth-management client base.

Qualifications

• 10+ years of software or SaaS sales experience.
• Proven track record closing large deals with financial institutions.
• Bachelor’s degree required.
• Willingness to travel for executive meetings.

Responsibilities

• Lead consultative sales cycles with RIAs and family offices.
• Build multi-year contracts and expand client relationships.
• Collaborate with Marketing, Pre-sales, Services, Client Success.
• Maintain pipeline and forecast in Salesforce.
• Conduct executive business reviews with key accounts.

Skills

Consultative selling

Key account management

Sales cycle management

Executive engagement

Sales forecasting

Education

Bachelor's degree

Tools

Salesforce

Job description

• 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, and R&D to deliver trusted and scalable solutions
• The Key Account Executive is empowered and responsible for leading efforts that result in quota achievement and multi-year client contracts
• 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 is for someone who has proven to be both a thought leader and execution leader, partnering with the client and your Addepar colleagues to bring expertise and expand our client engagement model. 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
• Execute a sales motion - deep account research, target outreach, multi-threaded engagement, and disciplined qualification
• Identify and engage economic buyers, champions, and technical stakeholders across complex organizational structures, including PE-backed rollups and RIAs
• Own the commercial relationship and expansion strategy across your existing account base
• Conduct regular executive business reviews and strategic account planning sessions to surface expansion opportunities aligned to client growth initiatives
• Build and maintain deep stakeholder maps across each account, ensuring Addepar has multi-threaded relationships at every level of the organization
• Serve as the senior commercial point of contact for high-priority strategic accounts, including those with complex or bespoke commercial arrangements
• 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
• Contribute to the evolution of Addepar’s key accounts playbook, bringing market intelligence and deal learning back to the broader organization

Benefits

• Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar
• Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world
• Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule
• Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy
• Learning & Development Allowance: Your continued growth and development are important to us
• Dynamic Team: Strong investment in the best talent at the intersection of technology and finance

The candidate will demonstrate strong selling skills coupled with a genuine curiosity to learn and a passion for being part of a world-class teamDemonstrated success running complex, multi-stakeholder sales cycles - including deals that span multiple business units, legal entities, or decision-making structuresAbility to travel as required for executive meetings, client events, and internal strategy sessionsExecutive presence and credibility at the CIO, CEO, COO, and Managing Partner levels with sophisticated financial institutionsProven sales motion: You have built pipelines from scratch with named or greenfield accounts, not just managed inbound or inherited relationshipsBachelor’s degree requiredExperience with both new logo acquisition and account expansion, and the ability to manage both motions simultaneously within the same bookProficient in Salesforce for pipeline management, forecasting, and account planningDeep familiarity with the wealth management ecosystem - particularly large RIAs, PE-backed consolidators, and institutional-grade family officesAs 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 outcomesStrong deal qualification discipline10+ years of software or SaaS sales experience, with a consistent track record of closingThe strategic mindset to treat each account as its own business - with a unique entry point, stakeholder map, and commercial thesisHigh accountability: you own your numbers, your pipeline, and your client relationships without ambiguityCollaborative instincts: you know how to mobilize internal resources