Senior Account Executive

Who you are

• Proven enterprise seller - You bring significant experience leading complex SaaS or platform sales cycles, ideally within wealth management or financial services
• Client-focused and outcomes-driven- You have a track record of building long-term relationships and delivering meaningful results for clients
• Strategic and consultative - You know how to navigate large organizations, ask the right questions, and align solutions to broader business objectives
• Executive communicator - You’re comfortable engaging senior stakeholders and can clearly articulate complex ideas in a way that resonates
• Collaborative by nature - You work well across teams and understand how to bring the right people together to move deals forward and support clients over time
• Curious and continuously learning - You bring your own perspective and best practices, while also being open to learning and evolving how we operate
• Self-directed and accountable - You’re comfortable operating with autonomy as we continue to grow and evolve our enterprise business
• Deeply connected to our mission as an organization and to each other
• Experience and passion for driving successful client experiences
• Outcome driven mindset
• Strong communication skills
• Consultative selling approach
• Collaborative mentality with the ability to mold consensus through thought leadership and a data-driven strategy
• Reputation for being a trusted colleague and thought partner to colleagues and clients
• Strong intellectual horsepower
• Strong technical proficiency
• Desire to both teach and learn

What the job involves

• As an Enterprise Account Executive, you will lead complex, consultative sales efforts with a small set of highly strategic clients
• This is a senior role with responsibility for both driving new business and expanding long-term partnerships across global financial institutions
• You will act as the business owner for your accounts, setting strategy, leading execution, and aligning internal teams to deliver meaningful outcomes for clients
• This role goes beyond traditional sales; you’ll help shape how leading firms evolve their advisor and client experience through technology
• You’ll operate in a highly cross-functional environment, partnering with teams across Sales Engineering, Client Success, Services, Partnerships, Marketing, and R&D to deliver a consistent, high-quality experience from initial engagement through long-term growth
• Own and grow strategic relationships - Build, expand, and deepen relationships with key enterprise clients. Drive new business, renewals, and multi-year expansion opportunities across your portfolio
• Lead consultative enterprise sales cycles - Own complex, multi-stakeholder deals across large financial institutions, often spanning regions, business lines, and senior decision-makers
• Set account strategy and drive execution - Develop and execute thoughtful, multi-year account plans aligned to client priorities and Addepar’s broader GTM strategy
• Operate as a cross-functional leader - Work closely with Sales Engineering, Client Success, Services, and Partnerships to deliver a coordinated, “one team” experience—minimizing friction and maximizing client impact
• Engage at the executive level - Build trusted relationships with C-level stakeholders within client organizations and partner with Addepar’s leadership team when appropriate to advance strategic opportunities
• Contribute to how we go to market - Bring perspective from your experience and from the field—sharing best practices, shaping engagement models, and helping evolve how we serve enterprise clients
• Maintain strong pipeline and forecasting discipline - Ensure timely, accurate pipeline management and forecasting to support internal alignment and planning

Benefits

• Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar
• Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world
• Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule
• Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy
• Learning & Development Allowance: Your continued growth and development are important to us
• Dynamic Team: Strong investment in the best talent at the intersection of technology and finance