Addepar is seeking a Sales Engineer to act as a product domain expert within the sales organization, supporting Account Executives throughout the entire sales lifecycle. In this role, you will deliver technical presentations to C-suite executives, design custom demonstrations, and guide prospects through proof of concepts to showcase Addepar’s financial data and AI platform.
What You'll Do
- 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
What We're Looking For
- 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
- Flexibility to travel on short notice (20%+)
- 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
Technical Stack
- API
- Data Lakehouse
- database concepts
- modern software architecture
Team & Environment
- Reports to Account Executives
- Culture grounded in ownership, collaboration, client advocacy, innovation, and continuous learning
- Commitment to diversity, inclusion, and belonging as a shared responsibility
Benefits & Compensation
- Base salary: $122,000 - $153,000
- Equity
- Bonus
- Comprehensive benefits
- Reasonable accommodation for individuals with disabilities
- Inclusive and welcoming environment
- Opportunity to work in diverse global offices
Work Mode
- Hybrid work model
- Available locations: New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, São Paulo
- Flexibility to travel on short notice (20%+)
Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
