Addepar

Addepar

Sr. Sales Engineer

New York, NY; Remote, USA · Senior

No sponsorship$146k-$182kDetected 8 days ago
Product ManagementProduct StrategySalesPublic SpeakingOrganizational Skills

About the role

  • Sales Engineer to become a vital resource within our sales organization.
  • In this role, you will act as a domain expert, leading presentations for C-Suite executives and key operational stakeholders, leveraging your deep understanding of financial software to position the Addepar solution effectively.
  • You will be a creative problem-solver, a self-starter, and a thoughtful advocate for change, working in close partnership with Account Executives.

Responsibilities

  • Sales Process Support: Serve as the product domain expert, supporting Account Executives and their prospects throughout the entire sales lifecycle.
  • 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.
  • 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.
  • 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.
  • 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).
  • Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows.
  • More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets.
  • Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity.

Requirements

  • 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.
  • Knowledge of modern software architecture and database concepts.
  • Familiarity with Data Lakehouse and API concepts.

Compensation

  • The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

Benefits

  • The current range for this role is $146,000 - $182,000 (base salary) + bonus + equity + benefits.
  • Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

Company info

  • Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo.
  • We are seeking a highly consultative and deeply knowledgeable Sr. Sales Engineer to become a vital resource within our sales organization. In this role, you will act as a domain expert, leading presentations for C-Suite executives and key operational stakeholders, leveraging your deep understanding of financial software to position the Addepar solution effectively.
  • You will be a creative problem-solver, a self-starter, and a thoughtful advocate for change, working in close partnership with Account Executives. Your efforts will ensure prospects are fully informed about Addepar's product development, workflows, and compelling use cases.
  • This role requires an outstanding communicator, a well-organized professional, and someone with a deep grasp of investment management.
  • Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.
  • We are seeking a highly consultative and deeply knowledgeable Sr.
  • Your efforts will ensure prospects are fully informed about Addepar's product development, workflows, and compelling use cases.

Visa & Work Authorization

  • Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1 /OPT, or similar), and must be authorized to beg
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This listing is sourced directly from Addepar's careers page and normalized into a canonical job model.