Addepar is seeking a Sr. Sales Engineer to act as a domain expert within the sales organization, supporting Account Executives by leading presentations for C-Suite executives and operational stakeholders. This role will demonstrate platform capabilities, design custom demo environments, and guide prospects through the sales lifecycle using deep product and financial industry knowledge.
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
- 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
- 5+ 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%+)
Technical Stack
- API
- Data Lakehouse
- modern software architecture
- database concepts
Benefits & Compensation
- bonus
- equity
- health benefits
- PTO
- training and development
- inclusive work environment
- reasonable accommodations for individuals with disabilities
Compensation: $146,000 - $182,000 (base salary), equity, bonus, benefits
Work Mode
This is a hybrid role with locations in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo. Candidates must be flexible 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.
