Sr. Account Executive - Enterprise
Core
Lead complex, consultative sales efforts with a small set of highly strategic global financial institutions, driving new business and expanding long-term partnerships.
Role type
Senior Enterprise Account Executive (SaaS/Platform)
Builds
New business, renewals, and multi-year expansion opportunities for enterprise clients
Domain
Financial Services / Wealth Management / SaaS
Deliverable
client delivery
Required skills
complex SaaS or platform sales cycles, wealth management or financial services experience, multi-stakeholder deal management, executive-level communication, cross-functional leadership, strategic account planning
Preferred skills
navigating large organizations, aligning solutions to business objectives, shaping engagement models, pipeline management
Technologies
Addepar platform, partner ecosystem
Responsibilities
Build, expand, and deepen relationships with key enterprise clients; Own complex, multi-stakeholder deals across large financial institutions; Develop and execute multi-year account plans; Work closely with Sales Engineering, Client Success, Services, and Partnerships; Build trusted relationships with C-level stakeholders; Contribute to go-to-market strategy and engagement models; Maintain strong pipeline and forecasting discipline