Sr. Enterprise Sales Engineer



501-1,000 employees

Wealth management platform for investors & advisors

Data & Analytics

$140,000 - $175,000

Bonus, Equity


Remote in USA

Required Skills
  • 5+ years of experience in the Financial Services space including roles in FinTech deployment, sales engineering, solutions architecture, product experience, and financial platforms
  • Worked at prior SaaS companies in similar roles such as deployments, product, engineering, and/or client success
  • Domain expertise in wealth management, portfolio accounting/analysis, data integration, and software implementation
  • Effective oral and written communicator with the ability to work with members at all levels of an organization, both internally and externally
  • Ability to multi-task and track processes and work for numerous prospective clients
  • Flexible to travel on short notice (20%+)
  • Technical sales point for highly strategic multimillion-dollar enterprise accounts
  • Partner with account executives in communicating the value proposition across multiple products throughout sophisticated sales cycles
  • Presentations, product demonstration, and detailed discovery with multiple client personas: technical team, operations team, front-office, executives, and end-clients
  • Coordinate large, cross-functional account teams driving initial implementation and growth opportunities
  • Initiate and lead sophisticated projects to completion with a high level of execution

Addepar's mission is to create a more transparent financial system. The company provides wealth managers with real-time portfolio reporting and insights required to make and implement better investment decisions. By helping people achieve the best possible outcomes, Addepar aims to get more assets flowing into more impactful investments and ideas, benefiting our society as a whole.

Company Stage

Series F

Total Funding



Mountain View, California



Growth & Insights

6 month growth


1 year growth


2 year growth



Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar

Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world

Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule

Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy

Learning & Development Allowance: Your continued growth and development are important to us

Dynamic Team: Strong investment in the best talent at the intersection of technology and finance