Sr. Account Executive - Institutions
Core
Senior Account Executive driving full-cycle consultative sales for global institutional investors, asset managers, and financial institutions.
Role type
Senior Account Executive (Institutional)
Builds
Multi-year enterprise contracts and strategic partnerships for Addepar's institutional platform
Domain
Financial Services / Investment Technology
Deliverable
client delivery
Required skills
complex enterprise sales, multi-stakeholder deal management, C-level stakeholder engagement, strategic account planning, pipeline forecasting, consultative selling
Preferred skills
SaaS or platform sales experience, wealth management or financial services background, cross-functional leadership
Technologies
Addepar platform
Responsibilities
Lead complex, multi-stakeholder sales cycles for large global institutional clients; build and expand strategic relationships with key accounts; develop and execute multi-year account plans; collaborate with Solutions Engineering, Client Success, and Product teams; engage with C-level stakeholders; manage pipeline and forecasting discipline.
Seniority
Senior, hands-on IC
