Sales Engineer
The Role
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.
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 + bonus + equity + benefits.
Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.
Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.
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%+)
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 this role within the United States.
Compensation for this role includes base salary + bonus + equity + benefits.
Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.
Base Salary Range
$122,000—$153,000 USD