[Hiring] Senior Enterprise Sales Engineer @Addepar

Role Description

We are currently seeking a Senior Enterprise Sales Engineer to join our team. As a strategic partner throughout the sales process, you will lead high-stakes engagements with C-Suite executives and global stakeholders, architecting how Addepar’s vertically integrated platform transforms complex legacy operations into modern, AI-driven ecosystems. You bring a mastery of financial software to help our prospects and large relationships contextualize Addepar as a mission-critical component of their long-term business strategy.

You will work with our Account Executives to drive the technical side of the sales cycle, focusing on AI-driven workflows and data integration. Internally, you will work with teams to ensure our prospects are abreast of the product development, workflows, and use cases at Addepar. You are an inspirational leader where other internal teams can rely on and prospects seek guidance from!

What You’ll Do

• Strategic Advisory: Act as the lead domain authority for global, multi-billion dollar opportunities, partner with account executives to design complex deal structures and multi-year expansion roadmaps.
• Platform & AI Evolution: Guide existing clients through the modernization of their workflows. You’ll demonstrate how migrating to a platform or adopting Addepar’s AI-powered insights creates a vertically integrated ecosystem that outpaces their current setup.
• Business Transformation Discovery: Conduct executive-level discovery to identify systemic business inefficiencies, mapping them to a holistic technical vision that incorporates AI, data lakehouses, and third-party integrations.
• Demo Construction: Design and build tailored demo environments, run end-to-end proof-of-concepts including the ingestion of client data to showcase the platform's value.
• Enterprise Account Growth: Lead technical executive reviews and expansion executions for our largest existing relationships, identifying and delivering new platform value that directly drives incremental ARR.
• Technical Sales Support: Manage the technical portions of the sales cycle, including responding to RFPs/RFIs and coordinating with internal product and engineering teams.
• Sales Engineering Leadership: Act as a force multiplier by mentoring, establishing and refining sales playbooks, and institutionalizing standards for demos and technical validation.

Qualifications

• 5+ years in Sales Engineering or Solutions Architecture, with a proven history of closing your company’s highest revenue generating deals and navigating global enterprise procurement.
• Deep fluency in AI-driven software and modern data ecosystems.
• Confidence to guide high-stakes technical engagements and lead executive reviews for C-suite stakeholders.
• High-level systems design capability, understanding how Addepar integrates into massive, multi-vendor legacy architectures.
• Understanding of global wealth management trends and positioning Addepar accordingly.
• Intellectual curiosity and skill in connecting technical milestones to tangible business value and ARR growth.
• Understanding of workflows embedded and the concept of integrating complex data sets.

Education

• Bachelor’s Degree required; other certifications such as the CFA, CFP, and Masters Degree are a plus.

Travel

• Flexibility to travel on short notice (10-20%).

Our 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.