Addepar

Addepar

Enterprise Sales Engineer

Remote, USA

No sponsorship$122k-$153kDetected 8 days ago
SalesLeadershipPublic SpeakingCFA

About the role

  • We are currently seeking an Enterprise Sales Engineer to join our team.
  • As the key resource throughout our sales process, you will be leading presentations with C-Suite, advisor and other key stakeholders showcasing how Addepar's vertically integrated platform solves complex financial challenges.
  • You bring a deep knowledge of financial software to help our prospects and large relationships contextualize the Addepar solution fit.

Responsibilities

  • Platform & AI Evolution: Guide existing clients through the modernization of their workflows. You'll demonstrate how migrating to a platform or adopting Addepar's AI-powered insights creates a vertically integrated ecosystem that outpaces their current setup
  • Demo Construction: Design and build tailored demo environments, run end-to-end proof-of-concepts including the ingestion of client data to showcase the platform's value
  • Enterprise Account Growth: Lead technical executive reviews and expansion executions for our largest existing relationships, identifying and delivering new platform value that directly drives incremental ARR
  • Technical Sales Support: Manage the technical portions of the sales cycle, including responding to RFPs/RFIs and coordinating with internal product and engineering teams
  • Executive Presence & Leadership: You possess the confidence to guide high-stakes technical engagements and the experience to lead executive reviews for senior stakeholders at multi-billion dollar firms
  • This allows you to navigate high-stakes conversations with sophisticated buyers at large multinational firms, speaking their language fluently, while building immediate credibility
  • 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.

Requirements

  • AI Specialist & Champion: Strong proficiency in AI-driven software and data ecosystems.
  • You can articulate the value of "data strategy" and "operational efficiency" to various stakeholders and help your peers integrate AI-first workflows into their daily routines
  • Hands-on Technical Execution: You are a "roll-up-your-sleeves" practitioner.
  • You can jump into the weeds of data architecture and managed database workflows one hour, and then pivot to a high-level strategic pitch the next
  • You are intellectually curious and equally skilled at connecting technical milestones to tangible business value and ARR growth throughout the entire lifecycle of a relationship

Nice to have

  • understanding of workflows embedded and concept of integrating complex data sets are a plus
  • Bachelor's Degree required while other certifications such as the CFA, CFP and Masters Degree are a plus
  • Data Lakehouse: understanding of workflows embedded and concept of integrating complex data sets are a plus

Compensation

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

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.
  • The Role
  • We are currently seeking an Enterprise Sales Engineer to join our team. As the key resource throughout our sales process, you will be leading presentations with C-Suite, advisor and other key stakeholders showcasing how Addepar's vertically integrated platform solves complex financial challenges. You bring a deep knowledge of financial software to help our prospects and large relationships contextualize the Addepar solution fit.
  • You will work with our Account Executives to drive the technical side of the sales cycle, focusing on AI-driven workflows and data integration. Internally, you will work with teams to ensure our prospects are abreast of the product development, workflows, and use cases at Addepar. You are an inspirational leader where other internal teams can rely on and prospects seek guidance from!
  • Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.

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 begi
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This listing is sourced directly from Addepar's careers page and normalized into a canonical job model.