# Senior Account Executive - Key Accounts

**Company:** [Addepar](https://hotfix.jobs/companies/addepar)
**Location:** New York, NY
**Role:** Account Executive
**Salary:** $128k – $150k/yr
**Experience:** 10+ years
**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
**Posted:** 2026-09-02

> 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.

## Job Description

## 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.

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