Sales Engineer

Summary

Join Addepar's sales team as a Sales Engineer, acting as a key consultative resource throughout the sales process. You will lead presentations to C-suite executives and other key operational resources, leveraging your deep knowledge of financial software to showcase Addepar's solutions. Collaborate with Account Executives to ensure prospects understand product development, workflows, and use cases. You will be a creative problem-solver and thoughtful voice, motivating change within the sales organization. The role involves supporting Account Executives, advising firms on technical matters, coordinating internal resources, and highlighting Addepar's competitive advantages. You will also create custom demo environments and assist with RFPs and RFIs. Compensation includes a base salary, bonus, equity, and benefits.

Requirements

• 3+ years of demonstrated experience in the Financial Services space including roles in FinTech deployment, sales engineering, solutions architecture, product experience, and financial platforms
• 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

• Support Account Executives and their prospects throughout the entire sales process by acting 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 (Professional Services including Data, Implementation Project Managers, Support, Finance, and Legal)
• Assist our Account Executives with the completion of RFPs & RFIs

Preferred Qualifications

API exposure/knowledge is a plus!

Benefits

• Bonus
• Equity
• Benefits