[Hiring] Enterprise Sales Engineer @Addepar

Role Description

We are currently seeking an Enterprise Sales Engineer to join our team. As the key resource throughout our sales process, you will be leading presentations with C-Suite, advisors, and other key stakeholders showcasing how Addepar’s vertically integrated platform solves complex financial challenges. You bring a deep knowledge of financial software to help our prospects and large relationships contextualize the Addepar solution fit.

• Work with Account Executives to drive the technical side of the sales cycle, focusing on AI-driven workflows and data integration.
• Ensure prospects are informed about product development, workflows, and use cases at Addepar.
• Act as an inspirational leader for internal teams and provide guidance to prospects.

Qualifications

• 3+ years in Sales Engineering or Solutions Architecture, with a proven track record of supporting both initial sales and large-scale account expansions.
• Strong proficiency in AI-driven software and data ecosystems.
• Confidence to guide high-stakes technical engagements and lead executive reviews for senior stakeholders at multi-billion dollar firms.
• Hands-on experience with data architecture and managed database workflows.
• Robust understanding of global financial markets and a broad spectrum of asset classes.
• Intellectually curious with the ability to connect technical milestones to tangible business value and ARR growth.
• Understanding of workflows embedded and the concept of integrating complex data sets is a plus.
• Bachelor’s Degree required; other certifications such as the CFA, CFP, and Master’s Degree are a plus.
• Flexibility to travel on short notice (10-20%).

Requirements

• Serve as the primary domain expert, supporting account executives throughout the entire sales and relationship expansion lifecycle.
• Guide existing clients through the modernization of their workflows, demonstrating how migrating to a platform or adopting Addepar’s AI-powered insights creates a vertically integrated ecosystem.
• Conduct deep-dive discovery sessions to understand prospect requirements and map them to Addepar’s technical solutions.
• 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.
• Lead technical executive reviews and expansion executions for our largest existing relationships, identifying and delivering new platform value that drives incremental ARR.
• Manage the technical portions of the sales cycle, including responding to RFPs/RFIs and coordinating with internal product and engineering teams.

Benefits

• Base salary range: $122,000 - $153,000 (plus bonus, equity, and benefits).
• Specific salary range for your preferred location will be shared during the hiring process.

Company Description

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets.

• Offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo.
• Open platform integrates with nearly 650 software, data, and consulting partners.