Addepar - Sr. Account Executive - Enterprise
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Requirements
• Proven enterprise seller - You bring significant experience leading complex SaaS or platform sales cycles, ideally within wealth management or financial services. • Proven enterprise seller - • Client-focused and outcomes-driven - You have a track record of building long-term relationships and delivering meaningful results for clients. • Client-focused and outcomes-driven - • Strategic and consultative - You know how to navigate large organizations, ask the right questions, and align solutions to broader business objectives. • Strategic and consultative - • Executive communicator - You’re comfortable engaging senior stakeholders and can clearly articulate complex ideas in a way that resonates. • Executive communicator - • 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. • Collaborative by nature - • Curious and continuously learning - You bring your own perspective and best practices, while also being open to learning and evolving how we operate. • Curious and continuously learning - • Self-directed and accountable - You’re comfortable operating with autonomy as we continue to grow and evolve our enterprise business. • Self-directed and accountable - • 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 • Outcome driven mindset • Strong communication skills • Consultative selling approach • 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 • Strong intellectual horsepower • Strong technical proficiency • Desire to both teach and learn • 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 -
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. • Own and grow strategic relationships - • Lead consultative enterprise sales cycles - Own complex, multi-stakeholder deals across large financial institutions, often spanning regions, business lines, and senior decision-makers. • Lead consultative enterprise sales cycles - • Set account strategy and drive execution - Develop and execute thoughtful, multi-year account plans aligned to client priorities and Addepar’s broader GTM strategy. • Set account strategy and drive execution - • 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. • Operate as a cross-functional leader - • 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. • Engage at the executive level - • 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. • Contribute to how we go to market - • Maintain strong pipeline and forecasting discipline - Ensure timely, accurate pipeline management and forecasting to support internal alignment and planning. • Maintain strong pipeline and forecasting discipline -
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