Sales Engineer

🕒 September 29

🗽 New York – Remote

🗽 New York – Remote

💵 $122k - $153k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Sales Engineer

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.Why this score:

• Open for 47 days.
• Jobs at this company usually fill in 49 days.

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Addepar

WebsiteLinkedInAll Job Openings

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 product domain expert, supporting Account Executives and prospects throughout the entire sales lifecycle • Provide in-depth product knowledge to customers and prospects, highlighting Addepar's differentiating advantages and capabilities over competitors • Support sales efforts with Proof of Concepts (POCs) • Load prospective client data and design custom demo environments based on specific business requirements • Coordinate internal product and technical resources for prospect meetings • Assist Account Executives with RFPs and RFIs • Help create Statements of Work and budgetary estimates • Coordinate with Professional Services, Data, Implementation Project Managers, Support, Finance, and Legal • Contribute to institutionalizing knowledge for current and future Account Executives by creating sales resources • Periodically advise existing customers on technical matters, product roadmap navigation, and service or product upsells

🎯 Requirements

• 3+ 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 • Effective oral and written communication skills • 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%+) • Legally authorized to work in the United States for any employer without requiring current or future visa sponsorship • Authorized to begin work in the U.S. on the first day of employment

🏖️ Benefits

• Bonus • Equity • Benefits • Reasonable accommodation for individuals with disabilities • Equal opportunity and inclusive workplace • Travel opportunities (20%+) • No equipment or supplies purchase required during onboarding

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