Enterprise Sales Engineer

Addepar; New York (NY); On-site; USD 122,000 - 153,000; Full time

Job summary

A leading investment technology company in New York is seeking an Enterprise Sales Engineer to drive technical aspects of the sales process. This role involves showcasing how their platform solves complex financial challenges while collaborating with Account Executives. Qualifications include over 3 years in Sales Engineering, strong understanding of AI-driven software, and expertise in global financial markets. Competitive compensation includes a salary range of $122,000 - $153,000, plus additional benefits.

Qualifications

• 3+ years in Sales Engineering or Solutions Architecture.
• Experience in leading technical engagements.
• Understanding of investment management and global financial markets.

Responsibilities

• Serve as primary domain expert for sales executives.
• Guide clients through workflow modernization.
• Conduct technical discovery sessions to understand requirements.

Skills

Sales Engineering

AI-driven software

Financial markets knowledge

Technical sales support

Education

Bachelor’s Degree

Job description

Who We Are

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.

The Role

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, advisor 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.

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!

Addepar takes a market‑based approach to pay. A successful candidate’s starting pay will be determined based on the role, job‑related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $122,000 - $153,000 (base salary) + bonus + equity + benefits. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship and must be authorized to begin work in the U.S. on their first day of employment.

What You’ll Do

• Strategic Domain Expertise: Serve as the primary domain expert, supporting account executives throughout the entire sales and relationship expansion lifecycle
• Platform & AI Evolution: Guide existing clients through the modernization of their workflows. Demonstrate how migrating to a platform or adopting Addepar’s AI‑powered insights creates a vertically integrated ecosystem that outpaces their current setup
• Technical Discovery: Conduct deep‑dive discovery sessions to understand prospect requirements and map them to Addepar’s technical solutions
• Demo Construction: Design and build tailored demo environments, run end‑to‑end proof‑of‑concepts including 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

Who You Are

• Experience: 3+ years in Sales Engineering or Solutions Architecture, with a proven track record of supporting both initial sales and large‑scale account expansions
• AI Specialist & Champion: 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; able to articulate the value of “data strategy” and “operational efficiency” to various stakeholders and integrate AI‑first workflows into daily routines
• Executive Presence & Leadership: Confidence to guide high‑stakes technical engagements and experience to lead executive reviews for senior stakeholders at multi‑billion‑dollar firms
• Hands‑on Technical Execution: Practitioner who can jump into the weeds of data architecture and managed database workflows one hour, and pivot to a high‑level strategic pitch the next
• Investment Management Domain Expert: Robust understanding of global financial markets and a broad spectrum of asset classes, enabling high‑stakes conversations with sophisticated buyers at large multinational firms
• Revenue‑Minded Engineer: Views the technical journey as a means to a business end; intellectually curious and equally skilled at connecting technical milestones to tangible business value and ARR growth throughout the relationship lifecycle
• Data Lakehouse: Understanding of embedded workflows and concept of integrating complex data sets is a plus
• Education: Bachelor’s Degree required; other certifications such as 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.

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities receive reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING

Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta‑[e-mail].