Sr. Account Executive - Enterprise

- 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.

- 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.

Our GTM team members come from a variety of different backgrounds, experiences, and cultures, yet all exemplify the following attributes:

- Deeply connected to our mission as an organization and to each other

- Experience and passion for driving successful client experiences

- Collaborative mentality with the ability to mold consensus through thought leadership and a data-driven strategy

- Reputation for being a trusted colleague and thought partner to colleagues and clients