Sr. Account Executive - Key Accounts

Overview

Sr. Account Executive for Key Accounts, managing consultative sales cycles with Addepar's largest RIAs and Multi-Family Offices, growing new ARR and managing the existing top client base.

What you'll do

• Prospect and develop net new relationships within your named account list, focusing on firms that have historically been underpenetrated or uncontacted.
• Execute a sales motion: deep account research, target outreach, multi-threaded engagement, and disciplined qualification.
• Identify and engage economic buyers, champions, and technical stakeholders across complex organizational structures, including PE-backed rollups and RIAs.
• Own the commercial relationship and expansion strategy across your existing account base.
• Conduct regular executive business reviews and strategic account planning sessions to surface expansion opportunities aligned to client growth initiatives.
• Build and maintain deep stakeholder maps across each account, ensuring multi-threaded relationships at every level of the organization.
• Serve as the senior commercial point of contact for high-priority strategic accounts, including those with complex or bespoke commercial arrangements.
• Partner with Client Success and Services to identify upsell and cross-sell opportunities tied to platform adoption and evolving client needs.
• Partner closely with Pre-sales to architect and deliver technically credible and client-specific solution narratives.
• Collaborate with Marketing, Partnerships, and Product to ensure your accounts are engaged with Addepar's roadmap and strategic initiatives.
• Maintain rigorous pipeline and forecast discipline in Salesforce.
• Contribute to the evolution of Addepar's key accounts playbook, bringing market intelligence and deal learning back to the broader organization.

What you'll need

• 10+ years of software or SaaS sales experience, with a consistent track record of closing.
• Demonstrated success running complex, multi-stakeholder sales cycles, including deals that span multiple business units, legal entities, or decision-making structures.
• Proven sales motion: you have built pipelines from scratch with named or greenfield accounts, not just managed inbound or inherited relationships.
• Executive presence and credibility at the CIO, CEO, COO, and Managing Partner levels with sophisticated financial institutions.
• Deep familiarity with the wealth management ecosystem, particularly large RIAs, PE-backed consolidators, and institutional-grade family offices.
• Experience with both new logo acquisition and account expansion, and the ability to manage both motions simultaneously within the same book.
• Strong deal qualification discipline.
• Proficient in Salesforce for pipeline management, forecasting, and account planning.
• Bachelor's degree required.
• Legally authorized to work in the United States for any employer without requiring current or future visa sponsorship, and authorized to begin work in the U.S. on the first day of employment.

Details

• Location: Remote, USA.
• Ability to travel as required for executive meetings, client events, and internal strategy sessions.
• Base salary range: $128,000 to $150,000 USD, plus bonus, equity, and benefits.