Sales Engineer



501-1,000 employees

Wealth management platform for investors & advisors

Data & Analytics

$93,000 - $116,000

Bonus, Equity

Junior, Mid, Senior

Salt Lake City, UT, USA

Required Skills
  • 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%+)
  • API exposure/knowledge is a plus
  • 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.

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