Note: The job is a remote job and is open to candidates in USA. 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
Benefits
- Bonus
- Equity
- Remote work in the USA
Company Overview