Senior Account Executive – Key Accounts

This is a fully remote position, open to applicants in United States.

📋 Description

• Identify and cultivate new relationships within designated accounts, concentrating on underrepresented or uncontacted firms.

• Carry out comprehensive account research, targeted outreach, multi-threaded engagement, and systematic qualification.

• Recognize and engage economic buyers, champions, and technical stakeholders throughout complex organizational structures.

• Manage commercial relationships and expansion strategies for current accounts.

• Facilitate executive business reviews and strategic account planning meetings.

• Create and sustain stakeholder maps across accounts.

• Act as the senior commercial point of contact for high-priority strategic accounts.

• Collaborate with Client Success and Services to identify upsell and cross-sell opportunities.

• Work with Pre-sales to design and present technically credible, client-specific solution narratives.

• Partner with Marketing, Partnerships, and Product on roadmap and strategic initiatives.

• Maintain discipline in pipeline and forecasting within Salesforce.

• Provide market intelligence and deal insights to Addepar’s key accounts playbook.

• Lead sales-cycle strategy with cross-functional teams to meet quotas and secure multi-year client contracts.

• Advise mid-tier clients while overseeing the top existing client base.

⛳️ Requirements

• Over 10 years of experience in software or SaaS sales, with a consistent record of closing deals.

• Proven success in managing complex, multi-stakeholder sales cycles, including transactions involving multiple business units, legal entities, or decision-making frameworks.

• Experience in building pipelines from the ground up with named or greenfield accounts.

• Executive presence and credibility at the CIO, CEO, COO, and Managing Partner levels within sophisticated financial institutions.

• Extensive knowledge of the wealth management ecosystem, especially large RIAs, PE-backed consolidators, and institutional-grade family offices.

• Experience with both new logo acquisition and account growth.

• Strong discipline in deal qualification.

• Proficient in Salesforce for pipeline management, forecasting, and account planning.

• Willingness to travel as necessary for executive meetings, client events, and internal strategy sessions.

• Bachelor’s degree is required.

• Must be legally authorized to work in the United States for any employer without current or future visa sponsorship.

• Authorized to commence work in the U.S. on the first day of employment.

🏝️ Benefits

• Bonus

• Equity

• Benefits

• Reasonable accommodation for individuals with disabilities

• Equal opportunity and an inclusive workplace