Addepar is a leading provider of technology for the wealth management industry.
Senior Sales Engineer
Location
New York
Posted
3 days ago
Salary
$146K - $182K / year
Seniority
Senior
Job Description
Senior Sales Engineer
Addepar
• Serve as the product domain expert, supporting Account Executives and their prospects throughout the entire sales lifecycle. • Provide in-depth product knowledge to customers and prospects, clearly highlighting Addepar's differentiating advantages and capabilities over competitors. • 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. • Coordinate internal product and technical resources for prospect meetings. • 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). • Contribute to the institutionalization of knowledge for current and future Account Executives by assisting in the creation of sales resources. • Periodically advise existing customers on technical matters, product roadmap navigation, and opportunities for service or product upsells.
Job Requirements
- 7+ 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%+).
Benefits
- bonus
- equity
- benefits
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