Sr. Account Executive - Key Accounts

Addepar
New York, New York, United States
Full Time
On Site
Senior
USD 128,000 – 150,000
Bachelor Degree
Sales Financial Services Insurance

Posted 2 days ago

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Excellent 4.7

Job summary

Senior Account Executive responsible for managing and expanding client relationships with large RIA firms and Multi-Family Offices, driving sales strategies, and collaborating with various internal teams to deliver tailored solutions in the wealth management sector.

Responsibilities

The Account Executive will manage consultative sales cycles with large RIAs and Multi-Family Offices to drive new annual recurring revenue. They will also lead cross-functional teams to execute expansion strategies and maintain high-priority commercial relationships.

Qualifications

business development client relationships complex negotiations consultative sales CRM multi-stakeholder sales pipeline management sales sales motion strategic account planning

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 executive-level communication skills.

English

Benefits

  • Bonus
  • Equity
  • Health Insurance

Company

Addepar

Addepar

linkedin
Software Development
Location
New York, New York, United States

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Excellent 4.7
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