Sr. Account Executive - Key Accounts
Core
Managing consultative sales cycles for Addepar's largest RIA and Multi-Family Office clients to drive new annual recurring revenue and multi-year contracts.
Role type
Senior Account Executive (Key Accounts)
Builds
AI-powered investment data platform and client workflows
Domain
Wealth Management / Financial Technology
Deliverable
production ML models | product features
Required skills
SaaS sales, complex multi-stakeholder sales cycles, new logo acquisition, account expansion, executive presence, Salesforce proficiency, wealth management ecosystem knowledge
Preferred skills
Strategic account planning, stakeholder mapping, cross-functional collaboration, market intelligence
Technologies
Salesforce
Responsibilities
Prospect and develop net new relationships with underpenetrated firms; execute sales motion including deep account research and multi-threaded engagement; identify and engage economic buyers and technical stakeholders; conduct executive business reviews and strategic account planning; 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