Sr. Account Executive - Key Accounts

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AddeparWealth Management SaaS
Remote, USAFull-TimeSenior
Salary$128,000 - $160,000 (base salary) + bonus + equity + benefits
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Job Details

Experience
10+ years
Required Skills
Salesforce

Requirements

  • 10+ years of software or SaaS sales experience with a consistent track record of closing.
  • Demonstrated success running complex, multi-stakeholder sales cycles involving multiple business units or legal entities.
  • Proven experience building pipelines from scratch with named or greenfield accounts.
  • Executive presence and credibility at the CIO, CEO, COO, and Managing Partner levels.
  • Deep familiarity with the wealth management ecosystem, specifically large RIAs, PE-backed consolidators, and institutional-grade family offices.
  • Proficiency in Salesforce for pipeline management, forecasting, and account planning.
  • Strong deal qualification discipline.
  • Ability to travel as required for executive meetings, client events, and internal strategy sessions.
  • Bachelor’s degree required.

Responsibilities

  • Prospect and develop net new relationships within named accounts, focusing on underpenetrated firms.
  • Execute sales motions including deep account research, target outreach, and multi-threaded engagement.
  • Identify and engage economic buyers, champions, and technical stakeholders across complex organizational structures.
  • Own commercial relationships and expansion strategy across the existing account base.
  • Conduct executive business reviews and strategic account planning to surface expansion opportunities.
  • Maintain deep stakeholder maps and ensure multi-threaded relationships at all levels.
  • Serve as the senior commercial point of contact for strategic accounts with complex or bespoke arrangements.
  • Partner with Client Success, Services, and Pre-sales to identify upsell/cross-sell opportunities and deliver solution narratives.
  • Maintain rigorous pipeline and forecast discipline in Salesforce.
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$128,000 - $160,000 (base salary) + bonus + equity + benefits
Apply Now