Sales Engineer

Summary

Join Addepar's Sales Team as a Sales Engineer! You'll be a key technical consultant throughout the sales process, leading client presentations and showcasing Addepar's value. Leverage your financial software and implementation expertise to help prospects understand Addepar's product fit. You'll collaborate with internal teams, build sales resources, and act as a creative problem-solver. This role requires at least 5 years of experience in financial services, strong communication skills, and a deep understanding of investment management. Ideal candidates will have prior Addepar client experience and familiarity with deployment processes. The position offers opportunities for professional growth within a dynamic and innovative company.

Requirements

• At least 5 years of experience in the Financial Services space including roles in FinTech deployment, sales engineering, solutions architecture, product experience and financial platforms
• Worked at prior SaaS companies in similar roles such as deployments, product, engineering looking to make transition to sales
• Understanding of modern software architecture
• Ability to grasp financial concepts
• Effective oral and written communicator with the ability to interface with members at all levels of an organization, both internally and externally
• Ability to multi-task and track processes and deliverables for numerous prospective clients
• Ability to manage complex projects, relationships and timelines
• Flexibility to travel on short notice (At least 25% for in office, 35% if remote)
• Knowledge of database concepts, cloud infrastructure, security, SQL, Python and APIs
• Bachelor's Degree (Computer Science, Mathematics and/or Engineering field a plus)

Responsibilities

• Become a resource on both sides of the due diligence process to help the prospect understand how Addepar fits into their current business while ensuring they are the right fit for our technology
• Support senior SEs and Sales Executives with prospective clients throughout the entire sales process by acting as the subject matter expert on the Addepar product, data platform, and implementation process
• Assist our Sales Team with the completion of RFPs & RFIs
• Assist Sales Team in coordinating appropriate internal product and technical resources for prospect calls and meetings
• Highlight and communicate the differentiating benefits of the Addepar solution vs. the competition by demonstrating knowledge of the Addepar product, client workflows, and financial industry domain
• Support the sales effort with “Proof of Concepts”. Understand prospective clients key business requirements, load client data, and design custom demo environments to help clients conceptualize their future Addepar experience
• Support in designing solutions for prospective clients to address their current business needs. De-risk future implementation projects by outlining and validating a comprehensive approach to address client requirements
• Assist with the creation of the Statement of Work (SOW), budgetary estimates, and work with key internal teams (Professional Services including Data, Implementation Project Managers, Support, Finance, and Legal)

Preferred Qualifications

• Experience previously working with Addepar clients
• Exposure to the tools and processes of the deployment process