[Hiring] Senior Account Executive @Addepar

Role Description

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.

What You’ll Do

• Build and expand client relationships to reshape the industry and usher in a new era of technology innovation across the Wealth Management Sector for RIAs and Multi-Family and Family offices.
• Own and drive the strategy for this sector and lead the sales cycle with a cross-functional team.
• Prospect and develop net new relationships within your named account list, focusing 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.

Qualifications

• 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.

You Will Also Bring

• 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.

Our Values

• Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
• Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
• Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
• Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
• Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.