The Role

We are currently seeking a Sales Engineer to join our team. As the key consultative resource throughout our sales process, you will be leading presentations with C-Suite and other key operational resources. You bring a deep knowledge of financial software to help our prospects contextualize the Addepar solution fit. 

You will work with our Account Executive teams to ensure our prospects are abreast of the product development, workflows, and use cases at Addepar. You are a creative problem solver, self-starter, and a thoughtful voice to motivate change as part of an outstanding sales organization!

Tactical objectives include: collaborating with a variety of prospects, to provide an in-depth understanding of Addepar’s product advantages and capabilities. Strategically, you will assist in building out resources for the Sales team to institutionalize the knowledge for our current and future Account Executives. The successful candidate will be an outstanding communicator, consultative, and very well-organized with a deep understanding 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 $119,000 - $149,000 (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.

What You’ll Do

• Support Account Executives and their prospects throughout the entire sales process by acting as the domain expert on the Addepar products 
• Advise firms periodically on technical matters to optimize, upsell services and products; navigate product roadmap
• Coordinate appropriate internal product and technical resources for prospect calls and meetings
• Highlight and communicate the differentiating benefits of Addepar vs. the competition
• Support the sales effort with “Proof of Concepts” 
• Understand prospective client key business requirements, load client data, and design custom demo environments to help clients conceptualize their future Addepar experience
• Assist with the creation of the Statement of Work (SOW) as needed, budgetary estimates, and work with key internal teams (Professional Services including Data, Implementation Project Managers, Support, Finance, and Legal)
• Assist our Account Executives with the completion of RFPs & RFIs.

Who You Are

• 3+ years of demonstrated experience in the Financial Services space including roles in FinTech deployment, sales engineering, solutions architecture, product experience, and financial platforms
• Bachelor’s Degree
• Worked at prior SaaS companies in similar roles such as deployments, product, engineering, and/or client success
• Knowledge of modern software architecture and database concepts
• 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
• Ability to lead sophisticated projects, relationships, and timelines
• Flexible to travel on short notice (20%+)
• [Bonus] API exposure/knowledge is a plus!