Sr. Account Executive - Key Accounts

Addepar
United States
Full Time
Remote
Senior
USD 128,000 – 150,000
Bachelor Degree
Sales Financial Services Insurance

Posted 1 day ago

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Excellent 4.7

Job summary

The role involves managing consultative sales cycles with large RIAs and Multi-Family Offices, developing client relationships, executing sales strategies, and expanding account revenue within the wealth management sector. Candidates should have extensive SaaS sales experience, proficiency in complex multi-stakeholder sales, and strong stakeholder engagement skills.

Responsibilities

The Key Account Executive will manage consultative sales cycles with large RIAs and Multi-Family Offices to drive new annual recurring revenue. They will lead cross-functional teams to deliver scalable solutions while maintaining and expanding relationships with existing top-tier clients.

Qualifications

client management complex sales cycles CRM (Salesforce) executive communication relationship building SaaS sales sales pipeline management stakeholder engagement strategic account planning wealth management ecosystem

Candidates must have 10+ years of software or SaaS sales experience with a proven track record of managing complex, multi-stakeholder sales cycles. A bachelor's degree is required, along with deep familiarity with the wealth management ecosystem and proficiency in Salesforce.

English

Benefits

  • Bonus
  • Equity
  • Health Insurance

Company

Addepar

Addepar

linkedin
Software Development
Location
United States

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Excellent 4.7
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