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Responsibilities
Who We AreAddepar 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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore.The RoleWe 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.What You'll DoSales Process Support: Serve as the product domain expert, supporting Account Executives and their prospects throughout the entire sales lifecycleTechnical Consultation: Provide in-depth product knowledge to customers and prospects, clearly highlighting Addepar's differentiating advantages and capabilities over competitorsProof 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 requirementsInternal Coordination: Coordinate internal product and technical resources for prospect meetingsDocumentation & 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 resourcesClient Optimization (Periodic): Periodically advise existing customers on technical matters, product roadmap navigation, and opportunities for service or product upsellsWho You Are3+ years of relevant demonstrated experience in the Financial Services space, including roles such as FinTech deployment, sales engineering, solutions architecture, product experience, or financial platformsPrior experience in similar roles (deployment, product, engineering, and/or client success) at SaaS companiesBachelor's DegreeDeep understanding of investment managementKnowledge of modern software architecture and database conceptsFamiliarity with Data Lakehouse and API conceptsAn effective oral and written communicator, able to work with all organizational levels, internally and externallyHighly organized with the ability to manage and track processes and work across numerous prospective clients simultaneouslyProven ability to lead sophisticated projects, manage complex relationships, and adhere to timelinesFlexibility to travel on short notice (20%+)Our ValuesAct Like an Owner - Think and operate with intention, purpose and care. Own outcomes.Build Together - Collaborate to unlock the best solutions. Deliver lasting value.Champion Our Clients - Exceed client expectations. Our clients' success is our success.Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
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