Sr. Enterprise Sales Engineer
The Role
We are currently seeking a Senior Enterprise Sales Engineer to join our team. As a strategic partner throughout the sales process, you will lead high-stakes engagements with C-Suite executives and global stakeholders, architecting how Addepar’s vertically integrated platform transforms complex legacy operations into modern, AI-driven ecosystems. You bring a mastery of financial software to help our prospects and large relationships contextualise Addepar as a mission-critical component of their long-term business strategy.
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'll be a trusted authority internally and a strategic advisor externally — someone both colleagues and prospects turn to for guidance.
Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.
What You’ll Do
Strategic Advisory: Act as the lead domain authority for global, multi-billion pound/dollar opportunities, partner with account executives to design complex deal structures and multi-year expansion roadmaps
Platform & AI Evolution: Guide existing clients through the modernisation of their workflows. You’ll demonstrate how migrating to a platform or adopting Addepar’s AI-powered insights creates a vertically integrated ecosystem that outpaces their current setup
Business Transformation Discovery: Conduct executive-level discovery to identify systemic business inefficiencies, mapping them to a holistic technical vision that incorporates AI, data lakehouses, and third-party integrations
Demo Construction: Design and build tailored demo environments, run end-to-end proof-of-concepts including the ingestion of client data to showcase the platform's value
Enterprise Account Growth: Lead technical executive reviews and expansion executions for our largest existing relationships, identifying and delivering new platform value that directly drives ARR
Technical Sales Support: Manage the technical portions of the sales cycle, including responding to RFPs/RFIs/DDQs and coordinating with internal product and engineering teams
Sales Engineering Leadership: Act as a force multiplier by mentoring, establishing and refining sales playbooks, and institutionalising standards for demos and technical validation
Who You Are
Experience: multiple years in Sales Engineering, Solutions Architecture, Pre-Sales Consultant, Solutions Consultant, or Technical Account Manager, with a proven history of closing your company’s highest revenue generating deals and navigating global enterprise procurement
AI Advocate & Strategist: Deep fluency in AI-driven software and modern data ecosystems. You are equally adept at pitching high-impact use cases to external stakeholders as you are at pushing technical boundaries internally. You know how to translate "data strategy" for a CTO, "efficiency" for a COO, applicability for an advisor and champion AI-first workflows to elevate the sales team
Strategic External Partner: You possess the confidence to guide high-stakes technical engagements and the experience to lead executive reviews for c-suite stakeholders and can navigate differing opinions
Architectural Mindset: While you can "roll up your sleeves," you excel at high-level systems design, understanding how Addepar integrates into massive, multi-vendor legacy architectures and can clearly articulate value along the way
Market Thought Leader: Beyond understanding asset classes, you are a student of the industry. You understand where global wealth management is heading and can position Addepar as the only platform capable of meeting future platform and market demands
Revenue-Minded Engineer: You see the technical journey as a means to a business end. You are intellectually curious and equally skilled at connecting technical milestones to tangible business value and ARR growth throughout the entire lifecycle of a relationship
Data Lakehouse: understanding workflows embedded and concept of integrating complex data sets.
Education: Ideally you’ll have a Bachelor’s Degree , other certifications such as the CFA, CFP, IMC or CISI qualifications and Masters Degree are a plus
Travel: Flexibility to travel on short notice (10-20%)