Sr. Account Executive - Enterprise

45 minutes ago
Full-time
Senior
Sales and Business Development
Addepar

Addepar

Addepar is a financial operating system that aggregates over $4 trillion in assets for professional wealth and asset management firms, offering customizable reporting and visualization tools.

Capital Markets
251-1K
Founded 2009
$473M raised

Description

  • Own and grow strategic relationships with key enterprise clients across your portfolio.
  • Lead complex, consultative enterprise sales cycles with multiple stakeholders and senior decision-makers.
  • Develop and execute multi-year account plans aligned to client priorities and company strategy.
  • Drive new business, renewals, and multi-year expansion opportunities.
  • Act as the business owner for assigned accounts and coordinate internal execution.
  • Partner with Sales Engineering, Client Success, Services, Partnerships, Marketing, and R&D to deliver a coordinated client experience.
  • Build trusted relationships with C-level stakeholders and support executive-level engagements.
  • Contribute field insights and best practices to help shape go-to-market approach and engagement models.
  • Maintain strong pipeline management and accurate forecasting.

Requirements

  • Significant experience leading complex SaaS or platform sales cycles.
  • Experience in wealth management or financial services, ideally.
  • Proven ability to build long-term client relationships and deliver measurable outcomes.
  • Ability to navigate large organizations and align solutions to business objectives.
  • Strong executive communication skills and comfort engaging senior stakeholders.
  • Collaborative mindset and ability to work across functions.
  • Self-directed, accountable, and comfortable operating with autonomy.
  • Curious, continuously learning, and open to evolving how the team works.
  • Strong communication skills, consultative selling approach, and data-driven mindset.
  • Strong technical proficiency and the ability to teach and learn from others.

Benefits

  • Equal opportunity employer committed to inclusion and belonging.
  • Reasonable accommodations provided for applicants and employees with disabilities.
  • Support for participation in the application and interview process with accommodations.

Interested in this position?

Apply directly on the company website

Apply Now

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