Sales Engineer
Addepar
full-time
Posted on:
Location Type: Remote
Location: California • Colorado • United States
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Salary
💰 $122,000 - $153,000 per year
About the role
- 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
Requirements
- 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
- Flexibility to travel on short notice (20%+)
Benefits
- 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 architectureproduct experiencefinancial platformsinvestment managementsoftware architecturedatabase conceptsData LakehouseAPI concepts
Soft Skills
oral communicationwritten communicationorganizational skillsproject managementrelationship management
Certifications
Bachelor's Degree