Own and grow strategic relationships
Build, expand, and deepen relationships with key enterprise clients. Drive new business, renewals, and multi-year expansion opportunities across your portfolio.
Lead consultative enterprise sales cycles
Own complex, multi-stakeholder deals across large financial institutions, often spanning regions, business lines, and senior decision-makers.
Set account strategy and drive execution
Develop and execute thoughtful, multi-year account plans aligned to client priorities and Addepar’s broader GTM strategy.
Operate as a cross-functional leader
Work closely with Sales Engineering, Client Success, Services, and Partnerships to deliver a coordinated, “one team” experience—minimizing friction and maximizing client impact.
Engage at the executive level
Build trusted relationships with C-level stakeholders within client organizations and partner with Addepar’s leadership team when appropriate to advance strategic opportunities.
Contribute to how we go to market
Bring perspective from your experience and from the field—sharing best practices, shaping engagement models, and helping evolve how we serve enterprise clients.
Maintain strong pipeline and forecasting discipline
Ensure timely, accurate pipeline management and forecasting to support internal alignment and planning.

Proven enterprise seller
You bring significant experience leading complex SaaS or platform sales cycles, ideally within wealth management or financial services.
Client-focused and outcomes-driven
You have a track record of building long-term relationships and delivering meaningful results for clients.
Strategic and consultative
You know how to navigate large organizations, ask the right questions, and align solutions to broader business objectives.
Executive communicator
You’re comfortable engaging senior stakeholders and can clearly articulate complex ideas in a way that resonates.
Collaborative by nature
You work well across teams and understand how to bring the right people together to move deals forward and support clients over time.
Curious and continuously learning
You bring your own perspective and best practices, while also being open to learning and evolving how we operate.
Self-directed and accountable
You’re comfortable operating with autonomy as we continue to grow and evolve our enterprise business.

Senior Account Executive – Enterprise

Key skills