Sr. Account Executive - Enterprise
Core
Lead complex, consultative sales efforts with a small set of highly strategic enterprise clients in the wealth management and financial services sector.
Role type
Senior Enterprise Account Executive
Builds
New business, renewals, and multi-year expansion opportunities for large financial institutions
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Enterprise SaaS sales, complex multi-stakeholder deal management, account strategy, executive-level communication, cross-functional leadership, pipeline management
Preferred skills
Experience in wealth management or financial services, consultative selling approach, thought leadership
Technologies
Addepar platform, partner ecosystem
Responsibilities
Build and deepen relationships with key enterprise clients; Lead complex, multi-stakeholder sales cycles; Develop and execute multi-year account plans; Partner with Sales Engineering, Client Success, and R&D; Engage with C-level stakeholders; Contribute to go-to-market strategy and engagement models; Maintain pipeline and forecasting discipline