Strategic Account Executive - Wealth Tech Growth

Addepar1; New York (NY); On-site; USD 128,000 - 150,000; Full time

Job summary

Addepar, a global data and AI platform, seeks a Key Account Executive to manage consultative sales with large RIAs and Multi‑Family Offices. You will lead cross‑functional teams to grow annual recurring revenue and expand top accounts, shaping strategy with Marketing, Pre‑sales, Services and Product.

We value 10+ years of software or SaaS sales, executive presence, and a proven track record closing complex deals.

Qualifications

• 10+ years of software or SaaS sales experience.
• Proven ability to close complex multi‑stakeholder deals.
• Executive presence with senior-level stakeholders.
• Bachelor’s degree required.

Responsibilities

• Prospect and develop net new relationships within named accounts.
• Execute a sales motion with deep account research, target outreach, multi-threaded engagement, and disciplined qualification.
• Identify and engage economic buyers, champions, and technical stakeholders across complex orgs.
• Own the commercial relationship and expansion strategy across existing accounts.
• Conduct regular executive business reviews and strategic account planning sessions.
• Maintain rigorous pipeline and forecast discipline in Salesforce.

Skills

SaaS sales

Executive presence

Salesforce

Multi-stakeholder sales

Deal qualification

Education

Bachelor’s degree

Tools

Salesforce

Job description

Addepar, a global data and AI platform, seeks a Key Account Executive to manage consultative sales with large RIAs and Multi‑Family Offices. You will lead cross‑functional teams to grow annual recurring revenue and expand top accounts, shaping strategy with Marketing, Pre‑sales, Services and Product.

We value 10+ years of software or SaaS sales, executive presence, and a proven track record closing complex deals.