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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in leading complex SaaS sales cycles within financial services, with a focus on building long-term client relationships and delivering results. Proficient in engaging C-level stakeholders and executing strategic account plans aligned with client priorities.
Highest-signal resume keywords
SaaS Sales Cycle LeadershipClient Relationship ManagementCross-Functional CollaborationStrategic Account PlanningStrong Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Consultative SellingSelf-Directed AccountabilityThought LeadershipConsensus Building
Industry Keywords
Financial ServicesWealth ManagementEnterprise Client EngagementPipeline ManagementMulti-Stakeholder Sales
About the role
Key responsibilities & impact- Build, expand, and deepen relationships with key enterprise clients
- Drive new business, renewals, and multi-year expansion opportunities
- Own complex, multi-stakeholder sales cycles across large financial institutions
- Develop and execute multi-year account plans aligned with client priorities and Addepar’s go-to-market strategy
- Partner with Sales Engineering, Client Success, Services, and Partnerships to deliver a coordinated client experience
- Build trusted relationships with C-level stakeholders
- Partner with Addepar leadership to advance strategic opportunities
- Share best practices, shape engagement models, and help evolve enterprise client service
- Maintain accurate pipeline management and forecasting
Requirements
What you’ll need- Significant experience leading complex SaaS or platform sales cycles, ideally within wealth management or financial services
- Proven track record of building long-term client relationships and delivering meaningful results
- Ability to navigate large organizations, ask the right questions, and align solutions with broader business objectives
- Comfortable engaging senior stakeholders and clearly articulating complex ideas
- Ability to work cross-functionally and bring the right people together to advance deals and support clients
- Self-directed and accountable, with the ability to operate autonomously
- Strong communication skills
- Consultative selling approach
- Ability to build consensus through thought leadership and data-driven strategy
- Strong technical proficiency
Benefits
Comp & perks- Equal opportunity employer
- Reasonable accommodation for individuals with disabilities during application, interview, and employment
- No requirement to purchase equipment or supplies as part of onboarding
