Sales Engineer, Addepar
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
501-1000 employees
Company mission
Be the tech and data platform that connects the global investment ecosystem.
Role
Who you are
- Our ideal candidate is an exceptional communicator, very well organized with a deep understanding of investment management and an expert in the use of Addepar. The best candidates will have experience previously working with Addepar clients and ideally have had exposure to the tools and processes of the deployment process
- You will bring a deep knowledge of financial software and implementation process to help our prospects contextualize the Addepar product fit. Your tactical objectives are interfacing with a variety of prospects and markets spanning the UHNW wealth management industry to provide an in-depth understanding of the product advantages and capabilities
- At least 5 years of experience in the Financial Services space including roles in FinTech deployment, sales engineering, solutions architecture, product experience and financial platforms
- Worked at prior SaaS companies in similar roles such as deployments, product, engineering looking to make transition to sales
- Understanding of modern software architecture
- Ability to grasp financial concepts
- Effective oral and written communicator with the ability to interface with members at all levels of an organization, both internally and externally
- Ability to multi-task and track processes and deliverables for numerous prospective clients
- Ability to manage complex projects, relationships and timelines
- Flexibility to travel on short notice (At least 25% for in office, 35% if remote)
- Knowledge of database concepts, cloud infrastructure, security, SQL, Python and APIs
- Bachelor's Degree (Computer Science, Mathematics and/or Engineering field a plus)
What the job involves
- We are currently seeking a Sales Engineer to join our Sales Team. As a Sales Engineer, you are a key technical and consultative resource throughout our sales process including leading client presentations at CSuite level prospects to help deliver the value of Addepar.
- You will liaise regularly between our Services, Product, Engineering and Data teams to ensure our sales executives are abreast on the product development, workflows and use cases at Addepar. Strategically, you will assist in building out resources for the sales team to institutionalize the knowledge for our current and future sales executives.
- You must be prepared to be a creative problem solver and vocal thought leader with a positive attitude and thoughtful voice to drive change and improvement as part of a premier organization within Addepar where an entrepreneurial and team player will thrive
- You will become a resource on both sides of the due diligence process to help the prospect understand how Addepar fits into their current business while ensuring they are the right fit for our technology
- Support senior SEs and Sales Executives with prospective clients throughout the entire sales process by acting as the subject matter expert on the Addepar product, data platform, and implementation process
- Assist our Sales Team with the completion of RFPs & RFIs
- Assist Sales Team in coordinating appropriate internal product and technical resources for prospect calls and meetings
- Highlight and communicate the differentiating benefits of the Addepar solution vs. the competition by demonstrating knowledge of the Addepar product, client workflows, and financial industry domain
- Support the sales effort with “Proof of Concepts”. Understand prospective clients key business requirements, load client data, and design custom demo environments to help clients conceptualize their future Addepar experience
- Support in designing solutions for prospective clients to address their current business needs. De-risk future implementation projects by outlining and validating a comprehensive approach to address client requirements
- Assist with the creation of the Statement of Work (SOW), budgetary estimates, and work with key internal teams (Professional Services including Data, Implementation Project Managers, Support, Finance, and Legal)
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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