Sr. Sales Engineer

What You’ll Do

• Sales Process Support: Serve as the product domain expert, supporting Account Executives and their prospects throughout the entire sales lifecycle.
• Technical Consultation: Provide in-depth product knowledge to customers and prospects, clearly highlighting Addepar's differentiating advantages and capabilities over competitors.
• Proof of Concept & Customization: Support sales efforts with "Proof of Concepts" (POCs). Load prospective client data and design custom demo environments to demonstrate the future Addepar experience based on their specific business requirements.
• Internal Coordination: Coordinate internal product and technical resources for prospect meetings.
• Documentation & Estimates: Assist Account Executives with the completion of RFPs & RFIs, and help create Statements of Work (SOW), budgetary estimates, coordinating with key internal teams (Professional Services, Data, Implementation Project Managers, Support, Finance, and Legal).
• Strategic Resource Building: Contribute to the institutionalization of knowledge for current and future Account Executives by assisting in the creation of sales resources.
• Client Optimization (Periodic): Periodically advise existing customers on technical matters, product roadmap navigation, and opportunities for service or product upsells.

Who You Are

• 7+ years of relevant demonstrated experience in the Financial Services space, including roles such as FinTech deployment, sales engineering, solutions architecture, product experience, or financial platforms.
• Prior experience in similar roles (deployment, product, engineering, and/or client success) at SaaS companies.
• Bachelor's Degree.
• Deep understanding of investment management.
• Knowledge of modern software architecture and database concepts.
• Familiarity with Data Lakehouse and API concepts.
• An effective oral and written communicator, able to work with all organizational levels, internally and externally.
• Highly organized with the ability to manage and track processes and work across numerous prospective clients simultaneously.
• Proven ability to lead sophisticated projects, manage complex relationships, and adhere to timelines.
• Flexibility to travel on short notice (20%+).