Senior Account Executive – Enterprise

Addepar

Enterprise Account Executive leading complex sales efforts with major wealth management firms. Shaping client experience through technology integration and strategic partnerships.

Posted 4/29/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $149,000 - $223,000 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.

Benefits

Comp & perks

Bonuses
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Hard Skills & Tools

SaaS salesplatform salesaccount strategypipeline managementforecasting

Soft Skills

relationship buildingconsultative sellingexecutive communicationcollaborationcuriosityself-directionaccountability