Addepar

3 months ago

Sr. Enterprise Sales Engineer

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Senior Enterprise Sales Engineer responsible for leading strategic advisory and technical engagements with C-suite and global stakeholders to position Addepar’s platform as the core for AI-driven wealth management workflows. You’ll drive technical sales, design custom demos, mentor teams, and advance multi-year expansion opportunities across large enterprise accounts.

Location: United States

Workplace: Remote

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Sr. Manager level

Key Responsibilities

•Strategic Advisory: Act as the lead domain authority for global, multi-billion dollar opportunities, partner with account executives to design complex deal structures and multi-year expansion roadmaps.
•Platform & AI Evolution: Guide existing clients through the modernization of their workflows, demonstrating how migrating to a platform or adopting AI-powered insights creates an integrated ecosystem.
•Business Transformation Discovery: Conduct executive-level discovery to identify inefficiencies and map them to a technical vision including AI, data lakehouses, and integrations.
•Demo Construction: Design and build tailored demo environments, run end-to-end proofs-of-concept including ingestion of client data to showcase value.
•Enterprise Account Growth: Lead technical executive reviews and expansion executions for largest relationships, delivering new platform value that drives ARR.

Travel: Medium travel

Pay and Benefits

Salary: USD 146,000 - 182,000 annually

Equity and Bonus:Equity

Perks:Annual BonusEquityBenefits

Key Requirements

•5+ years in Sales Engineering or Solutions Architecture, with a proven history of closing high-revenue enterprise deals
•Deep fluency in AI-driven software and modern data ecosystems with ability to translate data strategy for executives
•Bachelor’s Degree required; CFA/ CFP or Master’s degree a plus
•Willingness to travel 10-20%
•Legally authorized to work in the United States without requiring visa sponsorship

Experience:5+ yearsWealth managementFinancial softwareEnterprise software

Education:Bachelor's

Skills:LeadershipCommunicationStrategic thinkingCross-functional collaboration

Languages:English

Tech Stack:AIData lakehouseData integration

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

3 months ago

Sr. Enterprise Sales Engineer

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Remote

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Sr. Manager level

Key Responsibilities

•Strategic Advisory: Act as the lead domain authority for global, multi-billion dollar opportunities, partner with account executives to design complex deal structures and multi-year expansion roadmaps.
•Platform & AI Evolution: Guide existing clients through the modernization of their workflows, demonstrating how migrating to a platform or adopting AI-powered insights creates an integrated ecosystem.
•Business Transformation Discovery: Conduct executive-level discovery to identify inefficiencies and map them to a technical vision including AI, data lakehouses, and integrations.
•Demo Construction: Design and build tailored demo environments, run end-to-end proofs-of-concept including ingestion of client data to showcase value.
•Enterprise Account Growth: Lead technical executive reviews and expansion executions for largest relationships, delivering new platform value that drives ARR.

Travel: Medium travel

Pay and Benefits

Salary: USD 146,000 - 182,000 annually

Equity and Bonus:Equity

Perks:Annual BonusEquityBenefits

Key Requirements

•5+ years in Sales Engineering or Solutions Architecture, with a proven history of closing high-revenue enterprise deals
•Deep fluency in AI-driven software and modern data ecosystems with ability to translate data strategy for executives
•Bachelor’s Degree required; CFA/ CFP or Master’s degree a plus
•Willingness to travel 10-20%
•Legally authorized to work in the United States without requiring visa sponsorship

Experience:5+ yearsWealth managementFinancial softwareEnterprise software

Education:Bachelor's

Skills:LeadershipCommunicationStrategic thinkingCross-functional collaboration

Languages:English

Tech Stack:AIData lakehouseData integration

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