Sales Engineer

Addepar is seeking a Sales Engineer to become a vital resource within its sales organization. The role requires a highly consultative and deeply knowledgeable individual to lead presentations for C-Suite executives and key operational stakeholders, leveraging their deep understanding of financial software to position the Addepar solution effectively.

Requirements

• 3+ years of relevant demonstrated experience in the Financial Services space
• Prior experience in similar roles (deployment, product, engineering, and/or client success) at SaaS companies
• Bachelor's Degree
• Deep understanding of investment management
• Knowledge of modern software architecture and database concepts
• Familiarity with Data Lakehouse and API concepts
• Effective oral and written communicator
• Highly organized with the ability to manage and track processes and work across numerous prospective clients simultaneously
• Proven ability to lead sophisticated projects, manage complex relationships, and adhere to timelines
• Flexibility to travel on short notice (20%+)

Benefits

• Bonus
• Equity
• Benefits