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 large RIAs and Multi-Family Offices, focusing on developing new relationships and driving revenue growth while collaborating with various internal 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
- 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
Benefits
- Bonus
- Equity
- Benefits
Company Overview