Sr. Account Executive - Strategic
New
A
AddeparFinancial Technology
Remote, USAFull-TimeSenior
Salary$128,000 - $160,000 (base salary) + bonus + equity + benefits
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Job Details
- Experience
- 8+ years of software sales experience, with at least 3 years focused on wealth management or financial services technology
- Required Skills
- SalesforceSaaS
Requirements
- 8+ years of software sales experience
- At least 3 years of experience focused on wealth management or financial services technology
- Demonstrated track record of consistently meeting or exceeding quota
- Deep familiarity with the RIA, Multi-Family Office, and Family Office market
- Proven ability to run multi-threaded sales cycles across multiple stakeholders
- Experience negotiating and closing multi-year SaaS contracts in regulated financial environments
- Exceptional executive presence for presenting to C-suite and investment committee decision-makers
- Proficiency in Salesforce for pipeline management and forecasting
- Bachelor’s degree required; MBA or CFA a plus
Responsibilities
- Own and drive a strategic sales plan for a defined territory of larger RIAs, Multi-Family Offices, and Family Offices, targeting accounts with $1.5B in AUM
- Lead the full sales cycle end-to-end from targeted prospecting and executive engagement through contract negotiation and close
- Build and manage relationships at the C-suite and board level, including Chief Investment Officers, CEOs, COOs, and Managing Partners
- Develop and execute multi-threaded account strategies that align Addepar’s platform capabilities to each prospect’s operational, regulatory, and growth priorities
- Partner with Pre-Sales, Services, and Product to architect and present tailored solutions that address complex client requirements
- Maintain rigorous pipeline hygiene and deliver accurate forecasts to senior leadership using Salesforce
- Negotiate and close multi-year contracts, navigating legal, compliance, and procurement processes with sophisticated financial institutions
- Represent Addepar at industry events, conferences, and executive forums with 40-50% travel expected
- Contribute to the continuous improvement of Addepar’s GTM strategy by bringing market intelligence and best practices from the field
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