Sr. Account Executive - Enterprise

What You’ll Do

• 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.

Who You Are

• 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.