Addepar
Financial Services
EnterpriseSalesEngineer
Neural analysis suggests this role is
optimal for Mid+ candidates.
“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.
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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