Enterprise Sales Engineer

3 hours, 27 minutes ago
Full-time
Mid Level
Customer and Technical Support
Addepar

Addepar

Addepar is a financial operating system that aggregates over $4 trillion in assets for professional wealth and asset management firms, offering customizable reporting and visualization tools.

Capital Markets
251-1K
Founded 2009
$473M raised

Description

  • Serve as the primary domain expert throughout the sales and relationship expansion lifecycle.
  • Lead presentations with C-suite, advisors, and other key stakeholders to demonstrate the platform’s value.
  • Work with account executives to drive the technical side of the sales cycle.
  • Conduct deep-dive discovery sessions and map prospect needs to technical solutions.
  • Design and build tailored demo environments and run end-to-end proof-of-concepts.
  • Ingest client data as part of proof-of-concepts to showcase platform capabilities.
  • Lead technical executive reviews and expansion efforts for large existing relationships.
  • Respond to RFPs and RFIs and coordinate with internal product and engineering teams.
  • Guide clients through workflow modernization and adoption of AI-powered insights.
  • Help internal teams and prospects understand product development, workflows, and use cases.

Requirements

  • 3+ years of experience in Sales Engineering or Solutions Architecture.
  • Proven experience supporting both initial sales and large-scale account expansions.
  • Strong proficiency in AI-driven software and data ecosystems.
  • Ability to support and explain AI use cases to external partners.
  • Confidence leading high-stakes technical engagements and executive reviews.
  • Hands-on experience with data architecture and managed database workflows.
  • Strong understanding of global financial markets and multiple asset classes, including equities, fixed income, and alternatives.
  • Ability to connect technical milestones to business value and ARR growth.
  • Bachelor’s degree required.
  • CFA, CFP, or a master’s degree is a plus.
  • Understanding of workflows embedded and integrating complex data sets is a plus.
  • Willingness to travel on short notice 10-20%.
  • Must be legally authorized to work in the United States without current or future visa sponsorship.

Benefits

  • $122,000 - $153,000 base salary range.
  • Bonus eligibility.
  • Equity eligibility.
  • Benefits package.
  • Opportunity to work in a global company with offices across major international cities.

Interested in this position?

Apply directly on the company website

Apply Now

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