Note: The job is a remote job and is open to candidates in USA. Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. The Key Account Executive will manage consultative sales cycles with the largest RIAs and Multi-Family Offices, develop strategies to grow new annual recurring revenue, and collaborate across various teams to deliver scalable solutions.
Responsibilities
- Prospect and develop net new relationships within your named account list, with a focus 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
Skills
- 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
Benefits
- Bonus
- Equity
- Benefits
Company Overview