Enterprise Sales Engineer

Addepar•New York, NY

8h•$122,000 - $153,000

About The Position

Addepar is seeking an Enterprise Sales Engineer to be a key resource throughout the sales process. This role involves leading presentations with C-suite, advisors, and other stakeholders, showcasing how Addepar's platform solves complex financial challenges. The ideal candidate will have a deep knowledge of financial software to contextualize the Addepar solution fit for prospects and large relationships. The Sales Engineer will collaborate with Account Executives to drive the technical aspects of the sales cycle, with a focus on AI-driven workflows and data integration. Internally, they will work with various teams to keep prospects informed about product development, workflows, and use cases. This role requires an inspirational leader who can be relied upon by internal teams and sought out for guidance by prospects.

Requirements

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.
Comfortable supporting the pitch of AI use cases to external partners and acting as an early adopter of new AI tools internally.
Ability to articulate the value of "data strategy" and "operational efficiency" to various stakeholders.
Confidence to guide high-stakes technical engagements.
Experience leading executive reviews for senior stakeholders at multi-billion dollar firms.
Ability to "roll-up-your-sleeves" and work hands-on with data architecture and managed database workflows.
Robust understanding of global financial markets and a broad spectrum of asset classes (from equities and fixed income to complex alternatives).
Ability to connect technical milestones to tangible business value and ARR growth.
Bachelor’s Degree required.
Flexibility to travel on short notice (10-20%).
Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship.
Must be authorized to begin work in the U.S. on their first day of employment.

Nice To Haves

Other certifications such as the CFA, CFP and Masters Degree are a plus.
Understanding of workflows embedded and concept of integrating complex data sets (Data Lakehouse) are a plus.

Responsibilities

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 the largest existing relationships, identifying and delivering new platform value that directly drives incremental ARR.
Manage the technical portions of the sales cycle, including responding to RFPs/RFIs and coordinating with internal product and engineering teams.