Sales Engineer, Addepar

• 3+ years of demonstrated experience in the Financial Services space including roles in FinTech deployment, sales engineering, solutions architecture, product experience, and financial platforms
• Bachelor's Degree
• Worked at prior SaaS companies in similar roles such as deployments, product, engineering, and/or client success
• Knowledge of modern software architecture and database concepts
• Effective oral and written communicator with the ability to work with members at all levels of an organization, both internally and externally
• Ability to multi-task and track processes and work for numerous prospective clients
• Ability to lead sophisticated projects, relationships, and timelines
• Flexible to travel on short notice (20%+)
• [Bonus] API exposure/knowledge is a plus!
• You are a creative problem solver, self-starter, and a thoughtful voice to motivate change as part of an outstanding sales organization!
• The successful candidate will be an outstanding communicator, consultative, and very well-organized with a deep understanding of investment management

• As the key consultative resource throughout our sales process, you will be leading presentations with C-Suite and other key operational resources
• You will work with our Account Executive teams to ensure our prospects are abreast of the product development, workflows, and use cases at Addepar
• Tactical objectives include: collaborating with a variety of prospects, to provide an in-depth understanding of Addepar's product advantages and capabilities
• Strategically, you will assist in building out resources for the Sales team to institutionalize the knowledge for our current and future Account Executives
• Support Account Executives and their prospects throughout the entire sales process by acting as the domain expert on the Addepar products
• Advise firms periodically on technical matters to optimize, upsell services and products; navigate product roadmap
• Coordinate appropriate internal product and technical resources for prospect calls and meetings
• Highlight and communicate the differentiating benefits of Addepar vs. the competition
• Support the sales effort with “Proof of Concepts”
• Understand prospective client key business requirements, load client data, and design custom demo environments to help clients conceptualize their future Addepar experience
• Assist with the creation of the Statement of Work (SOW) as needed, budgetary estimates, and work with key internal teams (Professional Services including Data, Implementation Project Managers, Support, Finance, and Legal)
• Assist our Account Executives with the completion of RFPs & RFIs

• Equity - Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar
• Global Hybrid Workforce - Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world
• Flexible Time Off - Spend time traveling, celebrating with friends and family or relax on your schedule
• Benefits Packages - Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy
• Learning & Development Allowance - Your continued growth and development are important to us
• Dynamic Team - Strong investment in the best talent at the intersection of technology and finance
• Remote Office Setup Allowance For New Hires & Connectivity Reimbursement
• Pension with Employer Contributions
• Wellness and VDU Wallets
• Bi-Annual Hackathons

Total funding: $642.8m

Investment advisers require speed, clarity and flexibility when managing client portfolios. Addepar is a wealth management software platform created with these requirements in mind. The platform aggregates portfolio, market, and client data in one place, allowing financial professionals to analyze and visualize the data they need.