Sales Engineer

Join Addepar, a leading financial software company, as a Sales Engineer. In this role, you will be a domain expert, providing technical consultation, supporting the sales process, and advising existing customers. You will work closely with Account Executives and coordinate internal resources for prospect meetings. This position offers equity, a global hybrid workforce, flexible time off, competitive benefits, and a learning and development allowance.

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.

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

Responsibilities

• Support Account Executives and their prospects throughout the entire sales lifecycle by providing in-depth product knowledge and highlighting Addepar's differentiating advantages.
• 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).
• Highly organized with the ability to manage and track processes and work across numerous prospective clients simultaneously

Requirements

• 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
• 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

Preferred

• Prior experience in similar roles (deployment, product, engineering, and/or client success) at SaaS companies

Pay

USD 122,000 - 153,000