Strategic SaaS Account Executive – Wealth Management

Addepar; Mountain View (CA); On-site; USD 108,000 - 120,000; Full time

Job summary

Addepar seeks an Account Executive to join its Sales Team in Mountain View. You will own the full sales cycle from discovery to close, targeting RIAs, Family Offices and Multi-Family Offices, while expanding the pipeline through outbound and inbound strategies.

Demonstrated success in SaaS sales and engaging C-suite stakeholders is required. The role offers base salary with bonus, equity and benefits; the current base range is $108,000–$120,000, with travel up to 40–50% to support growth and

Qualifications

• 4+ years of experience in software or SaaS sales
• Experience selling into wealth management or financial services
• Proven ability to run a structured sales process end-to-end
• Comfortable engaging VP and C-suite stakeholders in financial services firms
• Hands-on experience with Salesforce for pipeline and activity management
• Strong presentation and communication skills, both written and verbal
• Proficiency with web conferencing tools (Zoom, Teams, etc.)
• Ability to thrive in a fast-paced, team-oriented environment
• Bachelor’s degree
• Intellectual curiosity about fintech and wealth management

Responsibilities

• Develop and execute a territory plan to identify, qualify, and close new business within named accounts (RIAs, Family Offices, MFOs)
• Own the full sales cycle from outreach through demo, proposal, negotiation and close
• Aggressively prospect and build a pipeline through outbound, referrals, events, and inbound leads
• Conduct product demonstrations linking Addepar’s platform to prospect challenges
• Engage VP and C-suite stakeholders including COOs and CTOs
• Maintain accurate pipeline data and forecast in Salesforce with timely updates
• Partner with Pre-sales and Client Success for smooth handoffs and strong onboarding
• Represent Addepar at industry events and meetings (40-50% travel)

Skills

SaaS sales

Sales pipeline

Executive communication

Prospecting

Education

Bachelor’s degree

Tools

Salesforce

Job description

Addepar seeks an Account Executive to join its Sales Team in Mountain View. You will own the full sales cycle from discovery to close, targeting RIAs, Family Offices and Multi-Family Offices, while expanding the pipeline through outbound and inbound strategies.

Demonstrated success in SaaS sales and engaging C-suite stakeholders is required. The role offers base salary with bonus, equity and benefits; the current base range is $108,000–$120,000, with travel up to 40–50% to support growth and