Addepar
Sr. Account Executive - Key Accounts
$128K–$150K
New York, NY +1 · Remote · Senior · Full-time · Posted Sep 2, 2026
- Location
- New York, NY
Remote - United States - Experience
- 10+ years of software or SaaS sales experience.
- Education
- Bachelor’s degree required.
About the job
Leads consultative sales and account expansion for major RIA and family-office clients, driving new revenue, multi-year contracts, and strategic client outcomes.
What you'll do
- Develop new relationships and lead complex sales cycles across named accounts, including prospecting, qualification, and stakeholder engagement.
- Own commercial relationships and expansion strategy; identify upsell and cross-sell opportunities with Client Success and Services.
- Maintain pipeline and forecasts in Salesforce, and collaborate cross-functionally on client solutions and account strategy.
What they ask for
- 10+ years of software or SaaS sales experience with a consistent track record of closing.
- Demonstrated success running complex, multi-stakeholder sales cycles and building pipelines from scratch with named or greenfield accounts.
- Deep familiarity with the wealth management ecosystem, particularly large RIAs, PE-backed consolidators, and institutional-grade family offices.
- Proficient in Salesforce; able to travel as required; bachelor’s degree required.
Pay
$128,000 — $150,000 USD (base salary)
Tools
Salesforce
Model-written summary · the original posting is authoritative