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Sr. Account Executive - Strategic

1 week, 2 days ago
United States
Full-time
Lead
Account Executive
Sales and Business Development
Salesforce
Apply Now
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
View All Jobs 33

Description

  • Own and execute a strategic sales plan for a defined territory of larger RIAs, multi-family offices, and family offices.
  • Lead the full sales cycle from targeted prospecting and executive engagement through contract negotiation and close.
  • Build and manage relationships with C-suite and board-level stakeholders, including CIOs, CEOs, COOs, and managing partners.
  • Develop multi-threaded account strategies aligned to each prospect’s operational, regulatory, and growth priorities.
  • Partner with Pre-Sales, Services, and Product to design and present tailored solutions for complex client needs.
  • Maintain pipeline hygiene and provide accurate forecasts to senior leadership using Salesforce.
  • Negotiate and close multi-year contracts while navigating legal, compliance, and procurement processes.
  • Represent Addepar at industry events, conferences, and executive forums, with 40-50% travel expected.
  • Contribute market intelligence and best practices to improve Addepar’s go-to-market strategy.

Requirements

  • 8+ years of software sales experience, including at least 3 years in wealth management or financial services technology.
  • A demonstrated track record of consistently meeting or exceeding quota.
  • Deep familiarity with the RIA, multi-family office, and family office market and how these firms evaluate, buy, and implement technology.
  • Proven ability to manage multi-threaded sales cycles across multiple stakeholders, including C-suite and investment committee decision-makers.
  • Experience negotiating and closing multi-year SaaS contracts in regulated financial environments.
  • Strong executive presence and the ability to present credibly to senior leaders and collaborate with operations teams.
  • Proficiency in Salesforce for pipeline management and forecasting.
  • Bachelor’s degree required; MBA or CFA preferred.
  • Applicants must be legally authorized to work in the United States without current or future visa sponsorship and must be able to begin work on their first day of employment.
  • A consultative, client-first mindset, high accountability, self-direction, and a collaborative approach are expected.

Benefits

  • Base salary of $128,000 - $160,000, plus bonus, equity, and benefits.
  • Location-specific salary details can be shared by the recruiter during the hiring process.
  • Equal opportunity employer committed to inclusion and belonging.
  • Reasonable accommodations are provided for individuals with disabilities during the application or interview process.
  • Opportunity to work with a globally distributed team across multiple offices and regions.

Interested in this position?

Apply directly on the company website

Apply Now

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