Addepar
501 - 1000 employees
Founded 2013
💸 Finance
💳 Fintech
☁️ SaaS
💰 $130M Corporate Round on 2021-11
Finance • Fintech • SaaS
Addepar is a comprehensive technology and data platform designed to streamline wealth management for investment professionals globally. It empowers firms with sophisticated tools to manage complex investment portfolios, offering features like data aggregation, portfolio trading, portfolio modeling, and fee tracking. With over $6 trillion in assets managed, Addepar serves a variety of financial services including wealth managers, family offices, private banks, and broker-dealers. It supports more than 45 markets worldwide and provides customizable reporting and integration solutions, facilitating better decision-making and client satisfaction.
Enterprise Sales Engineer
🕒 June 1
🏄 California, New York – Remote
💵 $122k - $153k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Sales Engineer
🦅 H1B Visa Sponsor
📊 Check your resume score for this job
Improve your chances of getting an interview by checking your resume score before you apply.
Addepar
501 - 1000 employees
Founded 2013
💸 Finance
💳 Fintech
☁️ SaaS
💰 $130M Corporate Round on 2021-11
Finance • Fintech • SaaS
Addepar is a comprehensive technology and data platform designed to streamline wealth management for investment professionals globally. It empowers firms with sophisticated tools to manage complex investment portfolios, offering features like data aggregation, portfolio trading, portfolio modeling, and fee tracking. With over $6 trillion in assets managed, Addepar serves a variety of financial services including wealth managers, family offices, private banks, and broker-dealers. It supports more than 45 markets worldwide and provides customizable reporting and integration solutions, facilitating better decision-making and client satisfaction.
📋 Description
• Serve as the primary domain expert supporting account executives throughout the entire sales lifecycle • Guide existing clients through the modernization of their workflows • Conduct deep-dive discovery sessions to understand prospect requirements • Design and build tailored demo environments • Lead technical executive reviews and expansion executions • Manage the technical portions of the sales cycle
🎯 Requirements
• 3+ years in Sales Engineering or Solutions Architecture • Strong proficiency in AI-driven software and data ecosystems • Confidence to guide high-stakes technical engagements • Understanding of global financial markets and a broad spectrum of asset classes • Bachelor’s Degree required, certifications such as the CFA, CFP and Masters Degree are a plus • Flexibility to travel on short notice (10-20%)
🏖️ Benefits
• bonus • equity • benefits
Apply NowSimilar Jobs
🕒 May 30
Sales Engineer driving adoption of Agentic Process Automation at Automation Anywhere. Demonstrating AI-driven solutions to enhance productivity and streamline collaboration.
🇺🇸 United States – Remote
💵 $185k - $195k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Sales Engineer
🦅 H1B Visa Sponsor
🕒 May 30
Channel Sales Engineer driving technical sales and partner enablement for cybersecurity. Building partner relationships and ensuring the Oasis Platform meets partner needs.
🕒 May 29
Sales Engineer supporting Zscaler's Enterprise West team to deliver technical product presentations and gather customer requirements. Collaborating with various teams to ensure cloud-enabled digital solutions.
🇺🇸 United States – Remote
💵 $147k - $183.8k / year
💰 Secondary Market on 2017-11
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Sales Engineer
🦅 H1B Visa Sponsor
🕒 May 28
Senior Sales Engineer at Zscaler providing technical solutions for customers with a focus on cybersecurity. Leading the sales engineering process while collaborating with internal teams.
🇺🇸 United States – Remote
💵 $154.9k - $221.3k / year
💰 Secondary Market on 2017-11
⏰ Full Time
🟠 Senior
💸 Sales Engineer
🦅 H1B Visa Sponsor
🕒 May 28
Sales Engineer providing technical expertise through sales presentations and product demonstrations at Datadog. Partnering with sales to close opportunities and improve product offerings based on customer feedback.
🇺🇸 United States – Remote
💵 $149k - $198k / year
⏰ Full Time
🟠 Senior
💸 Sales Engineer
🦅 H1B Visa Sponsor
