Sr. Account Executive - Key Accounts

Addepar

About The Position

Addepar is a global data and AI platform that empowers investment professionals to transform complex financial information into actionable intelligence. The platform unifies portfolio, market, and client data, providing a total portfolio view and delivering AI-powered insights within investment and client workflows. Over 1,400 firms in nearly 60 countries utilize Addepar to manage and advise on approximately $9 trillion in assets. Its open platform integrates with nearly 650 software, data, and consulting partners to support end-to-end investment operations for firms of varying sizes and complexity. Addepar maintains offices worldwide, including New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo.The Key Account Executive role involves managing consultative sales cycles with Addepar's largest RIAs and Multi-Family Offices. The company seeks a proven consultative account executive who demonstrates client centricity and has a track record of delivering exceptional client outcomes. This position offers the opportunity to develop and implement strategies to grow new annual recurring revenue and advise mid-tier clients while managing the top existing client base. The role operates in a cross-functional environment, collaborating with Marketing, Pre-sales, Partnerships, Services, Client Success, Account Management, and R&D to provide trusted and scalable solutions. The ideal candidate will possess strong selling skills, a genuine curiosity to learn, and a passion for being part of a world-class team. The Key Account Executive is responsible for leading efforts to achieve quota and secure multi-year client contracts.

Requirements

Proven successful experience in leading sales cycles.
Excellent written and verbal communication skills.
Proven experience selling complex technology products and solutions to RIAs and Multi-Family and Family offices, running complex deals across all levels of a client’s organization.
Excellent presentation and executive engagement skills.
Excellent negotiation skills.
A self-starter who thrives in a fast-paced environment.
Experience and passion for driving successful client experiences.
Outcome driven mindset.
Consultative selling approach.
Collaborative mentality with the ability to mold consensus through thought leadership and a data-driven strategy.
Strong intellectual horsepower.
Strong technical proficiency.
Desire to both teach and learn.

Responsibilities

Own and drive the strategy for this sector and lead the sales cycle with a cross-functional team.
Craft RIA and Family office engagement strategies based on the Addepar GTM model and your experiences as a leader.
Bring your best practices to Addepar and teach us what has made you wildly successful throughout your career.
Collaborate with your colleagues across Product, Engineering, Services, and more.
Timely and accurate pipeline and forecast management to help drive cross-functional alignment and expectations.
Engagement at the C-level in enterprise client organizations and within Addepar.
Develop required client relationships and executive engagement to support long-term success.