Remote Sales Engineer

Summary

The job is for a Sales Engineer at Addepar, a global technology and data company. The role involves leading presentations, collaborating with Account Executives, and providing an in-depth understanding of Addepar's products. The successful candidate should have 3+ years of experience in the Financial Services space, a Bachelor's Degree, and knowledge of modern software architecture and database concepts.

Requirements

• 3+ years of demonstrated experience in the Financial Services space
• Bachelor's Degree
• Worked at prior SaaS companies in similar roles such as deployments, product, engineering, and/or client success
• Knowledge of modern software architecture and database concepts
• Effective oral and written communicator with the ability to work with members at all levels of an organization, both internally and externally
• Ability to multi-task and track processes and work for numerous prospective clients
• Ability to lead sophisticated projects, relationships, and timelines
• Flexible to travel on short notice (20%+)

Responsibilities

• Lead presentations with C-Suite and other key operational resources
• Collaborate with Account Executives and their prospects throughout the entire sales process
• Act as the domain expert on the Addepar products
• Advise firms periodically on technical matters to optimize, upsell services and products; navigate product roadmap
• Coordinate appropriate internal product and technical resources for prospect calls and meetings
• Highlight and communicate the differentiating benefits of Addepar vs. the competition
• Support the sales effort with ‘Proof of Concepts’
• Understand prospective client key business requirements, load client data, and design custom demo environments to help clients conceptualize their future Addepar experience
• Assist with the creation of the Statement of Work (SOW) as needed, budgetary estimates, and work with key internal teams
• Assist our Account Executives with the completion of RFPs & RFIs

Preferred Qualifications

[Bonus] API exposure/knowledge is a plus!

Benefits

Base salary $93,000 - $116,000 + bonus + equity + benefits