Addepar

Addepar is a leading provider of technology for the wealth management industry.

Sales Engineer

Sales EngineerSales EngineerFull TimeRemoteTeam 501-1,000Since 2013H1B SponsorCompany SiteLinkedIn

Location

California + 2 moreAll locations: California, Colorado, New York

Posted

4 days ago

Salary

$122K - $153K / year

Bachelor Degree3 yrs expEnglish

Job Description

• 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

  • 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%+)

Benefits

  • bonus
  • equity
  • benefits

Related Categories

Related Job Pages

More Sales Engineer Jobs

Senior Manager, Sales Engineering Northeast

Omnissa

We make digital work, work – for businesses and their people.

Sales Engineer4 days ago
Full TimeRemoteTeam 1,001-5,000H1B No Sponsor

The Senior Manager will lead and develop a Sales Engineering team supporting Premier and Strategic customers on the East Coast, partnering with Sales leadership to execute regional go-to-market priorities. This role involves guiding the team in delivering compelling technical solutions and business value articulation while removing blockers and coaching individual team members.

Unified Endpoint ManagementVirtual Apps and DesktopsSaaSCloud InfrastructureEnterprise Software SalesDigital Workspace Technologies
United States
$230K - $300K / year

Sales Engineer

Addepar

Addepar is a leading provider of technology for the wealth management industry.

Sales Engineer4 days ago
Full TimeRemoteTeam 501-1,000Since 2013H1B Sponsor

The Sales Engineer will act as a domain expert, leading C-Suite presentations and providing technical consultation throughout the sales lifecycle to position the Company solution effectively. Responsibilities include supporting Account Executives with Proof of Concepts, designing custom demos, assisting with documentation like RFPs/RFIs, and contributing to strategic resource building.

Sales supportFinancial softwareInvestment managementSoftware architectureDatabase conceptsData LakehouseAPIPOC designRFP/RFI completionSOW creationBudgetary estimatesClient data loadingDemo customizationTechnical consulting
United States
$122K - $153K / year
Full TimeRemoteTeam 51-200Since 1973H1B No Sponsor

The consultant will be responsible for identifying qualified sales opportunities within the assigned geography to meet sales quotas, engaging with software partners, and managing the entire sales cycle through to deal closure. Key functions also include capturing customer requirements, developing Statements of Work, and supporting pre-sales demonstrations.

United States
$125K - $130K / year

Sales Engineer

OSARO

Smarter Robots, Smarter Supply Chain

Sales Engineer4 days ago
Full TimeRemoteTeam 51-200Since 2015H1B Sponsor

Sales Engineer evaluating technologies for AI-driven robotics in logistics

California
$140K - $180K / year