Addepar

Senior Sales Engineer

Addepar

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $146,000 - $182,000 per year

Job Level

Senior

About the role

  • Sales Process Support: Serve as the product domain expert, supporting Account Executives and their prospects throughout the entire sales lifecycle.
  • Technical Consultation: Provide in-depth product knowledge to customers and prospects, clearly highlighting Addepar's differentiating advantages and capabilities over competitors.
  • Proof of Concept & Customization:
  • 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.
  • Internal Coordination: Coordinate internal product and technical resources for prospect meetings.
  • Documentation & Estimates: 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).
  • Strategic Resource Building: Contribute to the institutionalization of knowledge for current and future Account Executives by assisting in the creation of sales resources.
  • Client Optimization (Periodic): Periodically advise existing customers on technical matters, product roadmap navigation, and opportunities for service or product upsells.

Requirements

  • 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%+).
Benefits
  • Addepar takes a market-based approach to pay.
  • Bonus
  • Equity
  • Benefits
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
sales engineeringsolutions architectureinvestment managementmodern software architecturedatabase conceptsData LakehouseAPI conceptsProof of Conceptscustom demo environmentsRFPs & RFIs
Soft Skills
effective communicationorganizational skillsproject managementrelationship managementprocess trackingflexibilityclient optimizationinternal coordinationstrategic resource buildingtechnical consultation
Certifications
Bachelor's Degree