Sr. Account Executive - Key Accounts

Addepar

13d•$128,000 - $150,000

About The Position

As a Key Account Executive, you will be managing consultative sales cycles with our largest RIA’s and Multi-Family Offices. We are looking for a proven consultative account executive who exemplifies our values around client centricity and has a demonstrated track record of crafting and delivering exceptional client outcomes. In this role, you will have the opportunity to develop and implement strategies that help Addepar grow new annual recurring revenue and advise our mid-tier clients while managing our top existing client base. This role works in a cross-functional environment with Marketing, Pre-sales, Partnerships, Services, Client Success, and R&D to deliver trusted and scalable solutions. The candidate will demonstrate strong selling skills coupled with a genuine curiosity to learn and a passion for being part of a world-class team. The Key Account Executive is empowered and responsible for leading efforts that result in quota achievement and multi-year client contracts. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $128,000 - $150,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

Requirements

10+ years of software or SaaS sales experience, with a consistent track record of closing
Demonstrated success running complex, multi-stakeholder sales cycles - including deals that span multiple business units, legal entities, or decision-making structures
Proven sales motion: You have built pipelines from scratch with named or greenfield accounts, not just managed inbound or inherited relationships
Executive presence and credibility at the CIO, CEO, COO, and Managing Partner levels with sophisticated financial institutions
Deep familiarity with the wealth management ecosystem - particularly large RIAs, PE-backed consolidators, and institutional-grade family offices
Experience with both new logo acquisition and account expansion, and the ability to manage both motions simultaneously within the same book
Strong deal qualification discipline
Proficient in Salesforce for pipeline management, forecasting, and account planning
Ability to travel as required for executive meetings, client events, and internal strategy sessions
Bachelor’s degree required

Nice To Haves

The strategic mindset to treat each account as its own business - with a unique entry point, stakeholder map, and commercial thesis
High accountability: you own your numbers, your pipeline, and your client relationships without ambiguity
Collaborative instincts: you know how to mobilize internal resources

Responsibilities

Prospect and develop net new relationships within your named account list, with a focus on firms that have historically been underpenetrated or uncontacted
Execute a sales motion - deep account research, target outreach, multi-threaded engagement, and disciplined qualification
Identify and engage economic buyers, champions, and technical stakeholders across complex organizational structures, including PE-backed rollups and RIAs
Own the commercial relationship and expansion strategy across your existing account base
Conduct regular executive business reviews and strategic account planning sessions to surface expansion opportunities aligned to client growth initiatives
Build and maintain deep stakeholder maps across each account, ensuring Addepar has multi-threaded relationships at every level of the organization
Serve as the senior commercial point of contact for high-priority strategic accounts, including those with complex or bespoke commercial arrangements
Partner with Client Success and Services to identify upsell and cross-sell opportunities tied to platform adoption and evolving client needs
Partner closely with Pre-sales to architect and deliver technically credible and client-specific solution narratives
Collaborate with Marketing, Partnerships, and Product to ensure your accounts are engaged with Addepar’s roadmap and strategic initiatives
Maintain rigorous pipeline and forecast discipline in Salesforce
Contribute to the evolution of Addepar’s key accounts playbook, bringing market intelligence and deal learning back to the broader organization