Sr. Sales Engineer

Responsibilities

• Serve as a product domain expert, supporting Account Executives and prospects throughout the entire sales lifecycle
• Provide in-depth technical consultation to highlight Addepar's differentiating advantages over competitors
• Lead Proof of Concept (POC) efforts by loading prospective client data and designing custom demo environments
• Coordinate internal product and technical resources for high-level prospect meetings
• Assist with the completion of RFPs/RFIs and help create Statements of Work (SOW) and budgetary estimates
• Contribute to the creation of sales resources to institutionalize knowledge for the sales organization
• Periodically advise existing customers on technical matters and product roadmap navigation

Requirements

• 7+ years of relevant experience in Financial Services (e.g., FinTech deployment, sales engineering, or solutions architecture)
• Proven experience in similar technical roles within a SaaS company
• Bachelor's Degree
• Deep understanding of investment management
• Knowledge of modern software architecture and database concepts
• Familiarity with Data Lakehouse and API concepts
• Ability to travel 20%+

About the Company

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. The platform unifies portfolio, market, and client data to deliver AI-powered insights within investment workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage nearly $9 trillion in assets.