Sr. Account Executive - Key Accounts
Core
Managing consultative sales cycles for large RIAs and Multi-Family Offices to drive new annual recurring revenue and multi-year contracts.
Role type
Senior Account Executive (Key Accounts)
Builds
Scalable solutions for wealth management firms using Addepar's data and AI platform
Domain
Wealth Management / Financial Services / SaaS
Deliverable
production ML models | product features | client delivery
Required skills
Complex multi-stakeholder sales cycles, new logo acquisition, account expansion, executive presence at C-suite levels, wealth management ecosystem knowledge, deal qualification, Salesforce proficiency
Preferred skills
Strategic mindset treating accounts as businesses, high accountability, collaborative instincts
Technologies
Salesforce
Responsibilities
Prospect and develop net new relationships with underpenetrated firms, execute sales motion including deep research and multi-threaded engagement, own commercial relationship and expansion strategy for existing accounts, conduct executive business reviews and strategic planning, build deep stakeholder maps, partner with Client Success and Pre-sales for upsell/cross-sell, maintain pipeline discipline in Salesforce, contribute to key accounts playbook
Seniority
Senior, hands-on IC