Sr. Account Executive - Key Accounts
Core
Sr. Account Executive managing consultative sales cycles for largest RIAs and Multi-Family Offices to drive new ARR and manage top existing clients.
Role type
Senior Account Executive (Key Accounts)
Builds
SaaS platform for investment professionals (portfolio, market, client data unification with AI insights)
Domain
Financial Technology / Wealth Management
Deliverable
production ML models
Required skills
SaaS sales, complex multi-stakeholder sales cycles, new logo acquisition, account expansion, executive presence, wealth management ecosystem knowledge, Salesforce proficiency, strategic account planning
Preferred skills
Thought leadership, cross-functional partnership, market intelligence, deal qualification discipline
Technologies
Salesforce
Responsibilities
Prospect and develop net new relationships within named account list, execute sales motion with deep account research and multi-threaded engagement, identify and engage economic buyers and technical stakeholders, own commercial relationship and expansion strategy for existing accounts, conduct executive business reviews and strategic account planning, build and maintain deep stakeholder maps, partner with Client Success and Pre-sales for upsell/cross-sell, maintain pipeline and forecast discipline in Salesforce
Seniority
Senior, hands-on IC
