Strategic Account Executive, WealthTech SaaS

Addepar, Inc.; Northern (KY); Hybrid; USD 128,000 - 150,000; Full time

Job summary

Addepar, Inc. is seeking a top-tier Key Account Executive to manage consultative sales cycles with our largest RIAs and Multi-Family Offices.

You will lead cross-functional efforts to grow annual recurring revenue while serving a premier client base across wealth management sectors. You will collaborate with Marketing, Pre-sales, Services, Client Success, and R&D to deliver trusted, scalable solutions and craft client-centric outcomes.

Qualifications

• 10+ years of software or SaaS sales experience with a track record of closing.
• Proven success in multi-stakeholder sales cycles across large clients.
• Ability to manage executive relationships at CIO/CEO/Managing Partner level.

Responsibilities

• Prospect and develop relationships within named accounts with underpenetrated firms.
• Lead a cross-functional sales cycle with Marketing, Pre-sales, Services and Client Success.
• Identify economic buyers and technical stakeholders across complex organizations.
• Own the commercial relationship and expansion strategy within existing accounts.
• Maintain pipeline and forecast discipline in Salesforce.

Skills

Sales experience

Complex multi-stakeholder sales

Executive presence

Salesforce proficiency

Travel flexibility

Tools

Salesforce

Job description

Addepar, Inc. is seeking a top-tier Key Account Executive to manage consultative sales cycles with our largest RIAs and Multi-Family Offices.

You will lead cross-functional efforts to grow annual recurring revenue while serving a premier client base across wealth management sectors. You will collaborate with Marketing, Pre-sales, Services, Client Success, and R&D to deliver trusted, scalable solutions and craft client-centric outcomes.