Addepar

1 month ago

Enterprise Sales Engineer

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Enterprise Sales Engineer leading the technical dimension of the sales cycle for Addepar’s data and AI platform. You guide AI-driven workflows, perform deep technical discovery, build tailored demos, and collaborate with executives to expand large relationships and drive ARR, while ensuring client data integration and platform value across global account teams.

Location: New York

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•Serve as the primary domain expert, supporting account executives throughout the entire sales and relationship expansion lifecycle
•Guide existing clients through the modernization of their workflows, demonstrating how AI-powered insights create a vertically integrated ecosystem
•Conduct deep-dive discovery sessions to understand prospect requirements and map them to Addepar’s technical solutions
•Design and build tailored demo environments, run end-to-end proofs-of-concept including ingestion of client data to showcase value
•Lead technical executive reviews and expansion executions for the largest relationships to drive incremental ARR

Travel: Low travel

Pay and Benefits

Salary: USD 122,000 - 153,000 annually

Equity and Bonus:Equity

Key Requirements

•3+ years in Sales Engineering or Solutions Architecture, with a track record supporting both initial sales and large-scale account expansions
•Strong proficiency in AI-driven software and data ecosystems; able to articulate AI use cases and integrate AI-first workflows
•Executive presence and leadership experience to guide high-stakes technical engagements and executive reviews with senior stakeholders
•Hands-on technical execution capability across data architecture and managed database workflows, able to switch from technical to strategic pitches
•Bachelor’s Degree required ( CFA/ CFP or Master’s a plus) and willingness to travel 10-20%

Experience:3+ yearsInvestment managementFinance softwareAIData integration

Education:Bachelor's

Skills:CommunicationLeadershipPresentationRelationship-buildingProblem-solving

Languages:English

Tech Stack:AIData integrationData lakehouseSQLDatabaseCloud

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Addepar

Provides a wealth management platform that aggregates, analyzes, and reports on complex financial data for advisors, family offices, and institutions to enable better investment decision-making and portfolio reporting.

Industry: Wealth Management

Company Size: Large (251 to 1,000 employees)

Growth: Established Company

Headquarters: Mountain View, United States

Founded: 2009

Website LinkedIn

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Addepar

1 month ago

Enterprise Sales Engineer

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Location: New York

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•Serve as the primary domain expert, supporting account executives throughout the entire sales and relationship expansion lifecycle
•Guide existing clients through the modernization of their workflows, demonstrating how AI-powered insights create a vertically integrated ecosystem
•Conduct deep-dive discovery sessions to understand prospect requirements and map them to Addepar’s technical solutions
•Design and build tailored demo environments, run end-to-end proofs-of-concept including ingestion of client data to showcase value
•Lead technical executive reviews and expansion executions for the largest relationships to drive incremental ARR

Travel: Low travel

Pay and Benefits

Salary: USD 122,000 - 153,000 annually

Equity and Bonus:Equity

Key Requirements

•3+ years in Sales Engineering or Solutions Architecture, with a track record supporting both initial sales and large-scale account expansions
•Strong proficiency in AI-driven software and data ecosystems; able to articulate AI use cases and integrate AI-first workflows
•Executive presence and leadership experience to guide high-stakes technical engagements and executive reviews with senior stakeholders
•Hands-on technical execution capability across data architecture and managed database workflows, able to switch from technical to strategic pitches
•Bachelor’s Degree required ( CFA/ CFP or Master’s a plus) and willingness to travel 10-20%

Experience:3+ yearsInvestment managementFinance softwareAIData integration

Education:Bachelor's

Skills:CommunicationLeadershipPresentationRelationship-buildingProblem-solving

Languages:English

Tech Stack:AIData integrationData lakehouseSQLDatabaseCloud

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Addepar

Industry: Wealth Management

Company Size: Large (251 to 1,000 employees)

Growth: Established Company

Headquarters: Mountain View, United States

Founded: 2009

Website LinkedIn