WealthTech Account Executive – Enterprise SaaS Sales

Addepar, Inc.; Northern (KY); Hybrid; USD 108,000 - 120,000; Full time

Job summary

Addepar is seeking an Account Executive to join our Sales Team. We’re looking for a quota-carrying sales performer to grow ARR for large RIAs, Multi-Family Offices, and Private Banks. The current base salary range is $108,000–$120,000 plus bonus, equity, and benefits, with recruiter-led discussions on location-based specifics.

Candidates must be legally authorized to work in the United States. You will own the full sales cycle, from outreach and discovery to demo, proposal, negotiation, and

Qualifications

• 4+ years of experience in software or SaaS sales with a track record of meeting or exceeding quota.
• Experience selling into wealth management or financial services (RIAs, family offices, private banks).
• Proven ability to run a structured end-to-end sales process (discovery, demo, close).
• 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.

Responsibilities

• Develop and execute a territory plan to identify, qualify, and close new business within named accounts (RIAs, Family Offices, Multi-Family Offices).
• Own the full sales cycle from outreach through demo, negotiation, and close.
• Prospect aggressively and build a pipeline via outbound, referrals, events, and inbound leads.
• Conduct compelling product demonstrations linking Addepar’s platform to customer challenges.
• Engage VP/C-suite stakeholders and maintain accurate pipeline data in Salesforce.
• Partner with Pre-sales and Client Success for smooth handoffs and strong client onboarding.
• Represent Addepar at industry events and meetings (40-50% travel).

Skills

4+ years of SaaS sales experience

Structured sales process

Executive engagement (VP/C-suite)

Hands-on Salesforce

Strong presentation & communication

Web conferencing tools (Zoom/ Teams)

Tools

Salesforce

Zoom

Teams

Job description

Addepar is seeking an Account Executive to join our Sales Team. We’re looking for a quota-carrying sales performer to grow ARR for large RIAs, Multi-Family Offices, and Private Banks. The current base salary range is $108,000–$120,000 plus bonus, equity, and benefits, with recruiter-led discussions on location-based specifics.

Candidates must be legally authorized to work in the United States. You will own the full sales cycle, from outreach and discovery to demo, proposal, negotiation, and