Senior Key Accounts Exec — WealthTech SaaS, Equity

Addepar; Mountain View (CA); On-site; USD 128,000 - 150,000; Full time

Job summary

Addepar in Mountain View is seeking a senior Key Account Executive to drive consultative sales with large RIAs and multi-family offices. This on-site role requires building strategic account plans, leading cross-functional teams, and closing multi-year contracts to grow annual recurring revenue.

You will own complex sales cycles, engage executive buyers, and collaborate across Marketing, Pre-sales, Services, and Client Success to deliver trusted, scalable solutions.

Qualifications

• 10+ years of software or SaaS sales experience.
• Proven success running complex, multi-stakeholder sales cycles.
• Executive presence and credibility at CIO/CEO/COO levels with sophisticated institutions.
• Bachelor’s degree required.

Responsibilities

• Prospect and develop net new relationships within named accounts, focusing on underpenetrated or uncontacted firms.
• Execute a sales motion with deep account research, targeted outreach, multi-threaded engagement, and disciplined qualification.
• Identify and engage economic buyers, champions, and technical stakeholders across complex organizations.
• Own the commercial relationship and expansion strategy across existing accounts.
• Lead executive business reviews and strategic account planning to surface expansion opportunities.
• Maintain stakeholder maps and multi-threaded relationships at all levels of the client organization.
• Partner with Client Success and Services to identify upsell/cross-sell opportunities.
• Collaborate with Pre-sales to architect credible, client-specific solutions.
• Coordinate with Marketing, Partnerships, and Product to align roadmap and initiatives.
• Maintain pipeline and forecast discipline in Salesforce.
• Contribute to evolving accounts playbook with market intelligence.

Skills

Software/SaaS sales

Multi-stakeholder sales

Executive presence

Sales pipeline & forecasting

Travel readiness

Education

Bachelor's degree

Tools

Salesforce

Job description

Addepar in Mountain View is seeking a senior Key Account Executive to drive consultative sales with large RIAs and multi-family offices. This on-site role requires building strategic account plans, leading cross-functional teams, and closing multi-year contracts to grow annual recurring revenue.

You will own complex sales cycles, engage executive buyers, and collaborate across Marketing, Pre-sales, Services, and Client Success to deliver trusted, scalable solutions.