Sales Engineer, Addepar
$119-149k
+ Bonus + Equity. Salary based on location. Salary ranged displayed are for roles in Colorado, California, and New York
Addepar is a software and data platform for even the most complex investment portfolios.
Be an early applicant
Addepar is a software and data platform for even the most complex investment portfolios.
501-1000 employees
Be an early applicant
$119-149k
+ Bonus + Equity. Salary based on location. Salary ranged displayed are for roles in Colorado, California, and New York
501-1000 employees
Company mission
Be the tech and data platform that connects the global investment ecosystem.
Role
Who you are
- 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
What the job involves
- 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
Our take
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.
Addepar currently tracks more than $4 trillion of assets with circa 800 clients including individual advisers, family offices, and large institutions such as AllianceBernstein, Bartlett Wealth Management, and Morgan Stanley.
The multi-unicorn company has been pursuing global expansion, opening its first office outside of the United States in Scotland in 2021 and a new London office in late 2022 and appointing new leadership members from the likes of Oracle and Amazon Web Services. Addepar is certainly gaining momentum as it expands operations and further innovates its suite of solutions.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 7 rounds)
Nov 2021
$130m
LATE VC
Jun 2021
$150m
SERIES F
Total funding: $642.8m
Company benefits
- 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
Company values
- Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes
- Build Together - Collaborate to unlock the best solutions. Deliver lasting value
- Champion Our Clients - Exceed client expectations. Our clients’ success is our success
- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry
- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset
Company HQ
Old Mountain View, Mountain View, CA
Articles
Leadership
Joe Lonsdale
(Chairman)Currently Founder of 8VC and Palantir Technologies and Chairman of ONEHope Wine.
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