Sr. Account Executive - Key Accounts

About the Role

As a Key Account Executive, you will manage consultative sales cycles with Addepar's largest RIAs and Multi-Family Offices. This role offers the opportunity to develop and implement strategies that grow new annual recurring revenue, advise mid-tier clients, and manage the top existing client base. You will work cross-functionally with Marketing, Pre-sales, Partnerships, Services, Client Success, and R&D to deliver trusted and scalable solutions.

What You'll Do

• 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 including 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

Who You Are

• 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: ability to build pipelines from scratch with named or greenfield accounts, not just manage 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, with 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

You Will Also Bring

• The strategic mindset to treat each account as its own business - with a unique entry point, stakeholder map, and commercial thesis
• High accountability: own your numbers, your pipeline, and your client relationships without ambiguity
• Collaborative instincts: ability to mobilize internal resources

Pay

The current range for this role is $128,000 - $150,000 (base salary) + bonus + equity + benefits. A successful candidate's starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions.

Our Values

• Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
• Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
• Champion Our Clients - Exceed client expectations. Our clients' success is our success.
• Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
• Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.