Sr. Account Executive - Institutions
Core
Senior Account Executive driving new business and expanding long-term partnerships for Addepar's institutional segment (endowments, foundations, pensions, sovereigns, insurers, alternative asset managers) by leading full-cycle consultative sales and shaping go-to-market strategy.
Role type
Senior Account Executive (Institutions)
Builds
Addepar's global data and AI platform for investment professionals
Domain
Financial Services / Investment Management / SaaS
Deliverable
production ML models
Required skills
complex enterprise sales, multi-stakeholder deal management, strategic account planning, C-level relationship building, pipeline forecasting, cross-functional leadership
Preferred skills
wealth management or financial services sales experience, consultative/challenger selling approach
Technologies
Addepar platform, AI-powered investment intelligence tools
Responsibilities
Lead consultative enterprise sales cycles for large global institutional investors; Own and grow strategic relationships with key institutional clients; Set account strategy and drive execution for multi-year account plans; Operate as a cross-functional leader with Solutions Engineering, Client Success, and Product teams; Engage at the executive level with C-level stakeholders; Act as a brand evangelist for the institutional market; Maintain strong pipeline and forecasting discipline
