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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- 7+ 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
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
sales engineeringsolutions architectureproduct experiencefinancial platformsmodern software architecturedatabase conceptsData LakehouseAPI concepts
Soft Skills
effective communicationorganizational skillsproject managementrelationship managementability to manage processes
Certifications
Bachelor's Degree