Sr. Sales Engineer

We are seeking a highly consultative and deeply knowledgeable Sr. Sales Engineer to become a vital resource within our sales organization. In this role, you will act as a domain expert, leading presentations for C-Suite executives and key operational stakeholders, leveraging your deep understanding of financial software to position the Addepar solution effectively.

Requirements

• 5+ years of relevant demonstrated experience in the Financial Services space, including roles such as FinTech deployment, sales engineering, solutions architecture, product experience, or financial platforms.
• 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.
• An effective oral and written communicator, able to work with all organizational levels, internally and externally.
• 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