Addepar

4 weeks ago

Sr. Sales Engineer

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 17 hours agoStatus: Live

Job Summary

Drive technical engagement as a product domain expert in the sales cycle for a fintech data platform. Lead technical conversations with C-Suite and stakeholders, design PoCs and custom demos, and coordinate internal resources to articulate competitive advantages, scope projects, and support upsells in a fast-growing SaaS environment.

Location: New York

Workplace: Remote

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•Serve as the product domain expert, supporting Account Executives and their prospects throughout the entire sales lifecycle.
•Provide in-depth product knowledge to customers and prospects, clearly highlighting Addepar's differentiating advantages and capabilities over competitors.
•Support sales efforts with Proofs of Concepts (POCs), load prospective client data and design custom demo environments based on business requirements.
•Coordinate internal product and technical resources for prospect meetings.
•Assist Account Executives with the completion of RFPs & RFIs, and help create Statements of Work, budget estimates, coordinating with internal teams.

Travel: Medium travel

Pay and Benefits

Salary: USD 146,000 - 182,000 annually

Equity and Bonus:Equity

Key Requirements

•7+ years of experience in the Financial Services space (FinTech deployment, sales engineering, solutions architecture, product experience, or financial platforms)
•Bachelor's Degree
•Deep understanding of investment management
•Knowledge of modern software architecture and database concepts
•Familiarity with Data Lakehouse and API concepts

Experience:7+ yearsFinTechFinancial ServicesSaaS

Education:Bachelor's

Skills:CommunicationPresentationProblem-solvingCustomer-facing

Languages:English

Tech Stack:Data LakehouseAPIsSoftware architectureCloud

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

4 weeks ago

Sr. Sales Engineer

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 17 hours agoStatus: Live

Job Summary

Location: New York

Workplace: Remote

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•Serve as the product domain expert, supporting Account Executives and their prospects throughout the entire sales lifecycle.
•Provide in-depth product knowledge to customers and prospects, clearly highlighting Addepar's differentiating advantages and capabilities over competitors.
•Support sales efforts with Proofs of Concepts (POCs), load prospective client data and design custom demo environments based on business requirements.
•Coordinate internal product and technical resources for prospect meetings.
•Assist Account Executives with the completion of RFPs & RFIs, and help create Statements of Work, budget estimates, coordinating with internal teams.

Travel: Medium travel

Pay and Benefits

Salary: USD 146,000 - 182,000 annually

Equity and Bonus:Equity

Key Requirements

•7+ years of experience in the Financial Services space (FinTech deployment, sales engineering, solutions architecture, product experience, or financial platforms)
•Bachelor's Degree
•Deep understanding of investment management
•Knowledge of modern software architecture and database concepts
•Familiarity with Data Lakehouse and API concepts

Experience:7+ yearsFinTechFinancial ServicesSaaS

Education:Bachelor's

Skills:CommunicationPresentationProblem-solvingCustomer-facing

Languages:English

Tech Stack:Data LakehouseAPIsSoftware architectureCloud

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