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Addepar

Enterprise Sales Engineer

Addepar

Enterprise Sales Engineer at Addepar focusing on AI-driven workflows and data integration. Leading technical engagements and supporting account executives in the sales lifecycle.

Posted 6/1/2026full-timeRemote • California, New York • 🇺🇸 United StatesMid-LevelSenior💰 $122,000 - $153,000 per yearWebsite

About the role

Key responsibilities & impact
  • Serve as the primary domain expert supporting account executives throughout the entire sales lifecycle
  • Guide existing clients through the modernization of their workflows
  • Conduct deep-dive discovery sessions to understand prospect requirements
  • Design and build tailored demo environments
  • Lead technical executive reviews and expansion executions
  • Manage the technical portions of the sales cycle

Requirements

What you’ll need
  • 3+ years in Sales Engineering or Solutions Architecture
  • Strong proficiency in AI-driven software and data ecosystems
  • Confidence to guide high-stakes technical engagements
  • Understanding of global financial markets and a broad spectrum of asset classes
  • Bachelor’s Degree required, certifications such as the CFA, CFP and Masters Degree are a plus
  • Flexibility to travel on short notice (10-20%)

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 ArchitectureAI-driven softwaredata ecosystemstechnical engagement
Soft Skills
guidanceconfidenceflexibility
Certifications
CFACFPBachelor's DegreeMaster's Degree