The Role

Addepar’s Enterprise Sales team engages and sells to the largest wealth management firms in the US, including many listed on the Barron’s 40.

As an Enterprise Account Executive you will be managing consultative sales cycles with our largest and most strategic financial services clients. We are looking for a proven consultative account executive who exemplifies our values around client centricity and has a demonstrated track record of crafting and delivering exceptional client outcomes. In this role, you will have the opportunity to develop and execute strategies that transform the Advisor/Client experience with the world’s leading wealth management firms. This role works in a cross functional environment with Marketing, Pre-sales, Partnerships, Services, Client Experience & Success, Account Management, and R&D to deliver trusted and scalable solutions. The candidate will demonstrate strong enterprise selling skills coupled with a genuine curiosity to learn and a passion for being part of a world class team. The Enterprise Account Executive is empowered and responsible to lead efforts that result in quota achievement and multi-year client contracts. 

What You’ll Do

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 enterprise sector.  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 master 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.  

• Craft enterprise engagement strategies based on the Addepar GTM model and your experiences as a leader.
• Bring your best practices to Addepar and teach us what has made you wildly successful throughout your career.  We are always looking to learn and improve the model that best serves our clients.  
• Collaborate with your colleagues across Product, Engineering, Services, and more
• Timely and accurate pipeline and forecast management to help drive cross functional alignment and expectations
• Engagement at C-level in enterprise client organizations and within Addepar
• Develop required client relationships and executive engagement to support long-term success

Who You Are

As a proven enterprise account executive you will likely have at least 7+ years experience in Enterprise SaaS sales or the equivalent degree of mastery in a similar environment. We are only interested in individuals that have a genuine passion and proven track record for building and delivering world-class client outcomes.   

• Proven successful experience in leading Enterprise sales cycles
• Excellent written and verbal communication skills
• Proven experience selling to large strategic clients, managing complex deals across all levels of a client’s organization
• Excellent presentation and executive engagement skills
• Excellent negotiation skills
• A self-starter who thrives in a fast paced environment

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
• Ability to operate effectively in a fast-paced, team environment
• Outcome driven mindset
• Strong communication skills
• Consultative selling mindset
• Collaborative mindset with the ability to mold consensus through thought leadership and a data driven approach
• Reputation for being a trusted colleague and thought partner to colleagues and clients
• Strong intellectual horsepower
• Strong technical aptitude
• Desire to both teach and learn