Senior Enterprise Sales Engineer

• We are currently seeking a Senior Enterprise Sales Engineer to join our team. As a strategic partner throughout the sales process, you will lead high-stakes engagements with C-Suite executives and global stakeholders, architecting how Addepar’s vertically integrated platform transforms complex legacy operations into modern, AI-driven ecosystems
• You bring a mastery of financial software to help our prospects and large relationships contextualize Addepar as a mission-critical component of their long-term business strategy
• You will work with our Account Executives to drive the technical side of the sales cycle, focusing on AI-driven workflows and data integration. Internally, you will work with teams to ensure our prospects are abreast of the product development, workflows, and use cases at Addepar. You are an inspirational leader where other internal teams can rely on and prospects seek guidance from!
• Strategic Advisory: Act as the lead domain authority for global, multi-billion dollar opportunities, partner with account executives to design complex deal structures and multi-year expansion roadmaps
• Platform & AI Evolution: Guide existing clients through the modernization of their workflows. You’ll demonstrate how migrating to a platform or adopting Addepar’s AI-powered insights creates a vertically integrated ecosystem that outpaces their current setup
• Business Transformation Discovery: Conduct executive-level discovery to identify systemic business inefficiencies, mapping them to a holistic technical vision that incorporates AI, data lakehouses, and third-party integrations
• Demo Construction: Design and build tailored demo environments, run end-to-end proof-of-concepts including the ingestion of client data to showcase the platform’s value
• Enterprise Account Growth: Lead technical executive reviews and expansion executions for our largest existing relationships, identifying and delivering new platform value that directly drives incremental ARR
• Technical Sales Support: Manage the technical portions of the sales cycle, including responding to RFPs/RFIs and coordinating with internal product and engineering teams
• Sales Engineering Leadership: Act as a force multiplier by mentoring, establishing and refining sales playbooks, and institutionalizing standards for demos and technical validation

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

• Market Thought Leader: Beyond understanding asset classes, you are a student of the industry. You understand where global wealth management is heading and can position Addepar as the only platform capable of meeting future platform and market demands
• Strategic External Partner: You possess the confidence to guide high-stakes technical engagements and the experience to lead executive reviews for c-suite stakeholders and can navigate differing opinions
• AI Evangelist & Strategist: Deep fluency in AI-driven software and modern data ecosystems. You are equally adept at pitching high-impact use cases to external stakeholders as you are at pushing technical boundaries internally. You know how to translate “data strategy” for a CTO, “efficiency” for a COO, applicability for an advisor and champion AI-first workflows to uplevel the sales team
• Architectural Mindset: While you can “roll up your sleeves,” you excel at high-level systems design, understanding how Addepar integrates into massive, multi-vendor legacy architectures and can clearly articulate value along the way
• Revenue-Minded Engineer: You see the technical journey as a means to a business end. You are intellectually curious and equally skilled at connecting technical milestones to tangible business value and ARR growth throughout the entire lifecycle of a relationship
• Education: Bachelor’s Degree required while other certifications such as the CFA, CFP and Masters Degree are a plus
• Experience: 5+ years in Sales Engineering or Solutions Architecture, with a proven history of closing your company’s highest revenue generating deals and navigating global enterprise procurement
• Travel: Flexibility to travel on short notice (10-20%)
• Data Lakehouse: understanding workflows embedded and concept of integrating complex data sets