Addepar

Financial Services

EnterpriseSalesEngineer

$122–153k United States Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Enterprise Sales Engineer at Addepar. Skills: Sales Engineering, Solutions Architecture, AI, Data Integration. Serve as domain expert. Support account executives”

What You'll Achieve.

Drive incremental ARR

Industry & Context.

Financial Services
Eligibility Requirements

10-20% travel

What They're Looking For.

Must Have

3+ years in Sales Engineering, 3+ years in Solutions Architecture, Bachelor's Degree required

Nice to Have

CFA a plus, CFP a plus, Masters Degree a plus

What You'll Do.

Serve as domain expert

Support account executives

Guide clients through modernization

Demonstrate platform value

Conduct discovery sessions

Understand prospect requirements

Map requirements to solutions

Design demo environments

Build demo environments

Run proof-of-concepts

Showcase platform value

Lead technical executive reviews

Lead expansion executions

Identify new platform value

Deliver new platform value

Drive incremental ARR

Manage technical sales portions

Coordinate with product teams

Coordinate with engineering teams

How You'll Work.

Team & Collaboration

Internal product teams; Internal engineering teams; Account Executives

Communication Scope

Executive presentations; Technical engagements; Executive reviews

Full Job Description

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo. The Role We are currently seeking an Enterprise Sales Engineer to join our team. As the key resource throughout our sales process, you will be leading presentations with C-Suite, advisor and other key stakeholders showcasing how Addepar’s vertically integrated platform solves complex financial challenges. You bring a deep knowledge of financial software to help our prospects and large relationships contextualize the Addepar solution fit. You will work with our Account Executives to drive the technical side of the sales cycle, focusing on AI-driven workflows and data integration. Internally, you will work with teams to ensure our prospects are abreast of the product development, workflows, and use cases at Addepar. You are an inspirational leader where other internal teams can rely on and prospects seek guidance from! Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $122,000 - $153,000 (base salary) + bonus + equity + benefits. Your

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