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
Addepar's data and AI platform for investment professionals
Domain
Financial Services / Wealth Management / SaaS
Deliverable
client delivery
Required skills
complex SaaS or platform sales, multi-stakeholder deal management, account strategy development, executive-level communication, cross-functional leadership, pipeline and forecasting discipline
Preferred skills
wealth management or financial services industry experience, consultative selling approach, thought leadership, technical proficiency
Technologies
Addepar platform, partner software integrations
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; Engage at the executive level with C-level stakeholders; Contribute to go-to-market strategy and engagement models; Maintain strong pipeline and forecasting discipline