Senior Account Executive - Key Accounts
Leads consultative new-business and expansion sales across strategic wealth-management accounts, managing complex, multistakeholder cycles and executive relationships. Requires 10+ years of software or SaaS sales experience, Salesforce proficiency, deep wealth-management expertise, and a bachelor’s degree.
About the job
Responsibilities
- Prospect and develop net-new relationships within named key accounts, focusing on underpenetrated or uncontacted firms.
- Execute consultative sales motions through account research, targeted outreach, multithreaded engagement, and disciplined qualification.
- Identify and engage economic buyers, champions, and technical stakeholders across complex organizational structures.
- Own commercial relationships and expansion strategies across the existing account base.
- Conduct executive business reviews and strategic account-planning sessions to identify expansion opportunities.
- Build and maintain stakeholder maps and multilevel relationships within each account.
- Serve as the senior commercial point of contact for high-priority strategic accounts.
- Partner with Client Success and Services on upsell and cross-sell opportunities.
- Partner with Pre-sales to develop technically credible, client-specific solution narratives.
- Collaborate with Marketing, Partnerships, and Product on account engagement and strategic initiatives.
- Maintain pipeline and forecast discipline in Salesforce.
- Contribute market intelligence and deal learnings to the key accounts playbook.
Requirements
- 10+ years of software or SaaS sales experience with a consistent record of closing.
- Demonstrated success managing complex, multi-stakeholder sales cycles spanning business units, legal entities, or decision-making structures.
- Experience building pipelines from scratch with named or greenfield accounts.
- Executive presence and credibility with CIO, CEO, COO, and Managing Partner stakeholders at sophisticated financial institutions.
- Deep familiarity with wealth management, particularly large RIAs, PE-backed consolidators, and institutional-grade family offices.
- Experience with both new-logo acquisition and account expansion.
- Strong deal-qualification discipline.
- Proficiency with Salesforce for pipeline management, forecasting, and account planning.
- Ability to travel for executive meetings, client events, and internal strategy sessions.
- Bachelor’s degree required.
Compensation
- $128,000–$150,000 target base salary for roles in Colorado, California, and New York, plus bonus, equity, and benefits.
Skills
SaaS Sales, Consultative Selling, Account Planning, Pipeline Management, Salesforce, Forecasting, Deal Qualification, Stakeholder Mapping, New Logo Acquisition, Account Expansion, Upselling, Cross-Selling, Executive Selling, Wealth Management, Ria
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