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 Senior Enterprise Sales Engineer will lead strategic technical engagements, advise executive stakeholders, architect AI-driven and data-integrated solutions, and support enterprise sales and account expansion.
Responsibilities
- Act as the lead domain authority for global, multi-billion dollar opportunities, partner with account executives to design complex deal structures and multi-year expansion roadmaps
- Guide existing clients through the modernization of their workflows. You’ll demonstrate how migrating to a platform or adopting Addepar’s AI-powered insights creates a vertically integrated ecosystem that outpaces their current setup
- Conduct executive-level discovery to identify systemic business inefficiencies, mapping them to a holistic technical vision that incorporates AI, data lakehouses, and third-party integrations
- Design and build tailored demo environments, run end-to-end proof-of-concepts including the ingestion of client data to showcase the platform's value
- Lead technical executive reviews and expansion executions for our largest existing relationships, identifying and delivering new platform value that directly drives incremental ARR
- Manage the technical portions of the sales cycle, including responding to RFPs/RFIs and coordinating with internal product and engineering teams
- Act as a force multiplier by mentoring, establishing and refining sales playbooks, and institutionalizing standards for demos and technical validation
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
- 5+ years in Sales Engineering or Solutions Architecture, with a proven history of closing your company's highest revenue generating deals and navigating global enterprise procurement
- Deep fluency in AI-driven software and modern data ecosystems
- You are equally adept at pitching high-impact use cases to external stakeholders as you are at pushing technical boundaries internally
- You know how to translate "data strategy" for a CTO, "efficiency" for a COO, applicability for an advisor and champion AI-first workflows to uplevel the sales team
- You possess the confidence to guide high-stakes technical engagements and the experience to lead executive reviews for c-suite stakeholders and can navigate differing opinions
- While you can "roll up your sleeves," you excel at high-level systems design, understanding how Addepar integrates into massive, multi-vendor legacy architectures and can clearly articulate value along the way
- Beyond understanding asset classes, you are a student of the industry
- You understand where global wealth management is heading and can position Addepar as the only platform capable of meeting future platform and market demands
- You see the technical journey as a means to a business end
- You are intellectually curious and equally skilled at connecting technical milestones to tangible business value and ARR growth throughout the entire lifecycle of a relationship
- Understanding workflows embedded and concept of integrating complex data sets
- Bachelor's Degree required
- Other certifications such as the CFA, CFP and Masters Degree are a plus
Benefits
- Bonus
- Equity
Company Overview