Sales Engineer

• In this role, you will act as a domain expert, leading presentations for C-Suite executives and key operational stakeholders, leveraging your deep understanding of financial software to position the Addepar solution effectively
• You will be a creative problem-solver, a self-starter, and a thoughtful advocate for change, working in close partnership with Account Executives. Your efforts will ensure prospects are fully informed about Addepar’s product development, workflows, and compelling use cases
• Sales Process Support: Serve as the product domain expert, supporting Account Executives and their prospects throughout the entire sales lifecycle
• Technical Consultation: Provide in-depth product knowledge to customers and prospects, clearly highlighting Addepar’s differentiating advantages and capabilities over competitors
• Proof of Concept & Customization:
• Support sales efforts with “Proof of Concepts” (POCs)
• Load prospective client data and design custom demo environments to demonstrate the future Addepar experience based on their specific business requirements
• Internal Coordination: Coordinate internal product and technical resources for prospect meetings
• Documentation & Estimates: Assist Account Executives with the completion of RFPs & RFIs, and help create Statements of Work (SOW), budgetary estimates, coordinating with key internal teams (Professional Services, Data, Implementation Project Managers, Support, Finance, and Legal)
• Strategic Resource Building: Contribute to the institutionalization of knowledge for current and future Account Executives by assisting in the creation of sales resources
• Client Optimization (Periodic): Periodically advise existing customers on technical matters, product roadmap navigation, and opportunities for service or product upsells

Benefits

• Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar
• Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world
• Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule
• Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy
• Learning & Development Allowance: Your continued growth and development are important to us
• Dynamic Team: Strong investment in the best talent at the intersection of technology and finance

• We are seeking a highly consultative and deeply knowledgeable Sales Engineer to become a vital resource within our sales organization
• This role requires an outstanding communicator, a well-organized professional, and someone with a deep grasp of investment management
• Highly organized with the ability to manage and track processes and work across numerous prospective clients simultaneously
• Bachelor’s Degree
• Knowledge of modern software architecture and database concepts
• 3+ years of relevant demonstrated experience in the Financial Services space, including roles such as FinTech deployment, sales engineering, solutions architecture, product experience, or financial platforms
• An effective oral and written communicator, able to work with all organizational levels, internally and externally
• Prior experience in similar roles (deployment, product, engineering, and/or client success) at SaaS companies
• Deep understanding of investment management
• Flexibility to travel on short notice (20%+)
• Proven ability to lead sophisticated projects, manage complex relationships, and adhere to timelines
• Familiarity with Data Lakehouse and API concepts