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Addepar is a global data and AI platform that empowers investment professionals to transform complex financial information into actionable intelligence. The company unifies portfolio, market, and client data to deliver AI-powered insights within investment and client workflows. With over 1,400 firms across nearly 60 countries managing approximately $9 trillion in assets, Addepar operates an open platform integrating with 650+ software, data, and consulting partners.
As a Senior Account Executive on the Enterprise Sales team, you will own and grow strategic relationships with some of the world's largest wealth management firms, including many ranked in Barron's Top 40. This is a senior individual contributor role focused on leading complex, consultative sales efforts with a small portfolio of highly strategic clients.
Key responsibilities include: building and deepening relationships with key enterprise clients; leading multi-stakeholder sales cycles across large financial institutions spanning regions and business lines; developing and executing multi-year account plans aligned to client priorities and Addepar's go-to-market strategy; operating as a cross-functional leader with Sales Engineering, Client Success, Services, and Partnerships teams; engaging at the C-level with client stakeholders; contributing field perspective to shape enterprise engagement models; and maintaining disciplined pipeline management and forecasting.
You will act as the business owner for your accounts, setting strategy and aligning internal teams to deliver meaningful outcomes. This role requires fluency in German and ideally experience selling into the DACH market. You bring proven enterprise SaaS or platform sales experience, preferably in wealth management or financial services. You are a strategic, consultative seller comfortable navigating large organizations, asking incisive questions, and articulating complex ideas to senior stakeholders. You build long-term client relationships focused on outcomes, work collaboratively across teams, and operate with autonomy and accountability as the enterprise business grows.
