Sales Engineer

Summary

Addepar is a global data and AI platform that helps investment professionals turn complex financial information into actionable intelligence. The Sales Engineer serves as a financial software domain expert, supporting Account Executives through the sales lifecycle by leading executive presentations, providing technical consultation, developing proof-of-concept environments, and advising clients on product and service opportunities.

Responsibilities

• Serve as the product domain expert, supporting Account Executives and their prospects throughout the entire sales lifecycle
• Provide in-depth product knowledge to customers and prospects, clearly highlighting Addepar's differentiating advantages and capabilities over competitors
• 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
• Coordinate internal product and technical resources for prospect meetings
• 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)
• Contribute to the institutionalization of knowledge for current and future Account Executives by assisting in the creation of sales resources
• Periodically advise existing customers on technical matters, product roadmap navigation, and opportunities for service or product upsells

Skills

• Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment
• 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
• Prior experience in similar roles (deployment, product, engineering, and/or client success) at SaaS companies
• Bachelor's Degree
• Deep understanding of investment management
• Knowledge of modern software architecture and database concepts
• Familiarity with Data Lakehouse and API concepts
• An effective oral and written communicator, able to work with all organizational levels, internally and externally
• Highly organized with the ability to manage and track processes and work across numerous prospective clients simultaneously
• Proven ability to lead sophisticated projects, manage complex relationships, and adhere to timelines

Qualifications

Must Haves

• Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment
• 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
• Prior experience in similar roles (deployment, product, engineering, and/or client success) at SaaS companies
• Bachelor's Degree
• Deep understanding of investment management
• Knowledge of modern software architecture and database concepts
• Familiarity with Data Lakehouse and API concepts
• An effective oral and written communicator, able to work with all organizational levels, internally and externally
• Highly organized with the ability to manage and track processes and work across numerous prospective clients simultaneously
• Proven ability to lead sophisticated projects, manage complex relationships, and adhere to timelines

Benefits

• Bonus
• Equity
• Remote work in the USA