[Remote] Sr. Account Executive - Enterprise

Note: The job is a remote job and is open to candidates in USA. Addepar is a global data and AI platform serving investment professionals. The Enterprise Account Executive leads strategic sales relationships with large financial institutions, driving new business and long-term account growth. The role sets account strategy and coordinates cross-functional teams to deliver client outcomes.

Responsibilities

• 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

Skills

• Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment
• You bring significant experience leading complex SaaS or platform sales cycles
• You know how to navigate large organizations, ask the right questions, and align solutions to broader business objectives
• You're comfortable engaging senior stakeholders and can clearly articulate complex ideas in a way that resonates
• You work well across teams and understand how to bring the right people together to move deals forward and support clients over time
• You're comfortable operating with autonomy as we continue to grow and evolve our enterprise business
• Experience and passion for driving successful client experiences
• Strong communication skills
• Consultative selling approach
• Collaborative mentality with the ability to mold consensus through thought leadership and a data-driven strategy
• Strong intellectual horsepower
• Strong technical proficiency
• Desire to both teach and learn
• Ideally within wealth management or financial services
• You bring your own perspective and best practices, while also being open to learning and evolving how we operate

Benefits

• Bonus
• Equity

Company Overview