Sales Engineer

We are seeking a highly consultative and deeply knowledgeable Sales Engineer to become a vital resource within our sales organization. In this role, you will act as a domain expert, leading presentations for C-Suite executives and key operational stakeholders, leveraging your deep understanding of financial software to position the Addepar solution effectively.

You will be a creative problem-solver, a self-starter, and a thoughtful advocate for change, working in close partnership with Account Executives. Your efforts will ensure prospects are fully informed about Addepar’s product development, workflows, and compelling use cases.

This role requires an outstanding communicator, a well-organized professional, and someone with a deep grasp of investment management.

What You’ll Do:

• Sales Process Support: Serve as the product domain expert, supporting Account Executives and their prospects throughout the entire sales lifecycle.
• Technical Consultation: Provide in-depth product knowledge to customers and prospects, clearly highlighting Addepar’s differentiating advantages and capabilities over competitors.
• Proof of Concept & Customization:
  • Support sales efforts with “Proof of Concepts” (POCs).
  • Load prospective client data and design custom demo environments to demonstrate the future Addepar experience based on their specific business requirements.
• Internal Coordination: Coordinate internal product and technical resources for prospect meetings.
• Documentation & Estimates: Assist Account Executives with the completion of RFPs & RFIs, and help create Statements of Work (SOW), budgetary estimates, coordinating with key internal teams (Professional Services, Data, Implementation Project Managers, Support, Finance, and Legal).
• Strategic Resource Building: Contribute to the institutionalization of knowledge for current and future Account Executives by assisting in the creation of sales resources.
• Client Optimization (Periodic): Periodically advise existing customers on technical matters, product roadmap navigation, and opportunities for service or product upsells.

Who You Are:

• 3+ years of relevant demonstrated experience in the Financial Services space, including roles such as FinTech deployment, sales engineering, solutions architecture, product experience, or financial platforms.
• Prior experience in similar roles (deployment, product, engineering, and/or client success) at SaaS companies.
• Bachelor’s Degree.
• Deep understanding of investment management.
• Knowledge of modern software architecture and database concepts.
• Familiarity with Data Lakehouse and API concepts.
• An effective oral and written communicator, able to work with all organizational levels, internally and externally.
• Highly organized with the ability to manage and track processes and work across numerous prospective clients simultaneously.
• Proven ability to lead sophisticated projects, manage complex relationships, and adhere to timelines.
• Flexibility to travel on short notice (20%+).