Senior Sales Engineer

Responsibilities

• Act as a strategic advisor and domain authority for fund managers, institutional allocators, and OCIOs.
• Partner with Account Executives to design complex deal structures and multi-year expansion roadmaps.
• Lead technical portions of the sales cycle, including POC construction, RFPs, RFIs, and Statements of Work.
• Conduct executive-level discovery to identify business inefficiencies and map them to technical solutions involving AI and data lakehouses.
• Demonstrate how Addepar's AI-powered insights and platform modernization create value for institutional clients.
• Mentor teammates and establish sales playbooks to institutionalize standards for technical validation.
• Collaborate cross-functionally with Product, Engineering, Professional Services, and Legal teams.

Requirements

• 7+ years of experience in Sales Engineering or Solutions Architecture, specifically closing high-revenue enterprise deals.
• Deep domain expertise in investment management and analysis (LPs and GPs).
• High-level systems design skills and knowledge of modern software architecture and APIs.
• Fluency in AI-driven software and modern data ecosystems.
• Bachelor's degree is required.
• Ability to travel 10–20%.

Preferred Qualifications

• CFA, CFP, or a Master's degree.
• Experience navigating global enterprise procurement processes.
• Understanding of complex data set integration and data lakehouse workflows.

About the Company

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. 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 hundreds of partners to power end-to-end investment operations across firms of all sizes and complexity.