Sales Engineer

Addepar

. Serve as the product domain expert, supporting Account Executives and their prospects throughout the entire sales lifecycle .

Posted 3/10/2026full-timeRemote • California, Colorado, New York • 🇺🇸 United StatesMid-LevelSenior💰 $122,000 - $153,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

bonus
equity
benefits

ATS Keywords

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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