Addepar - Sr. Account Executive

• The client relationships you build and expand during your tenure at Addepar will have the opportunity to reshape the industry and usher in a new era of technology innovation across the Wealth Management Sector for RIAs and Multi-Family and Family offices. This role is for someone who has proven to be both a thought leader and execution leader, partnering with the client and your Addepar colleagues to bring expertise and expand our client engagement model. This role affords the candidate with an opportunity to be both a student and teacher as we work together to deliver a new paradigm across global wealth management. • The Account Executive is expected to own and drive the strategy for this sector and lead the sales cycle with a cross-functional team. • Prospect and develop net new relationships within your named account list, with a focus on firms that have historically been underpenetrated or uncontacted • Execute a sales motion - deep account research, target outreach, multi-threaded engagement, and disciplined qualification • Identify and engage economic buyers, champions, and technical stakeholders across complex organizational structures, including PE-backed rollups and RIAs • Own the commercial relationship and expansion strategy across your existing account base • Conduct regular executive business reviews and strategic account planning sessions to surface expansion opportunities aligned to client growth initiatives • Build and maintain deep stakeholder maps across each account, ensuring Addepar has multi-threaded relationships at every level of the organization • Serve as the senior commercial point of contact for high-priority strategic accounts, including those with complex or bespoke commercial arrangements • Partner with Client Success and Services to identify upsell and cross-sell opportunities tied to platform adoption and evolving client needs • Partner closely with Pre-sales to architect and deliver technically credible and client-specific solution narratives • Collaborate with Marketing, Partnerships, and Product to ensure your accounts are engaged with Addepar’s roadmap and strategic initiatives • Maintain rigorous pipeline and forecast discipline in Salesforce • Contribute to the evolution of Addepar’s key accounts playbook, bringing market intelligence and deal learning back to the broader organization • The strategic mindset to treat each account as its own business - with a unique entry point, stakeholder map, and commercial thesis • High accountability: you own your numbers, your pipeline, and your client relationships without ambiguity • Collaborative instincts: you know how to mobilize internal resources • Our Values • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. • Act Like an Owner - • Build Together - Collaborate to unlock the best solutions. Deliver lasting value. • Build Together - • Champion Our Clients - Exceed client expectations. Our clients’ success is our success. • Champion Our Clients - • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. • Drive Innovation - • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. • Embrace Learning -