Finance Tech Sales Engineer: AI-Driven Enterprise Solutions

Addepar, Inc.; United States; On-site; USD 122,000 - 153,000; Full time

Job summary

Addepar, Inc. is seeking a highly consultative Sales Engineer to join our sales organization.

You will act as a domain expert, leading presentations for C-Suite executives and key stakeholders, leveraging deep knowledge of financial software to position the Addepar solution effectively. You will collaborate with Account Executives, solve complex problems, and ensure prospects are informed about Addepar’s product development, workflows, and compelling use cases.

Qualifications

• 3+ 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 required or equivalent experience.
• Deep understanding of investment management.
• Knowledge of modern software architecture and database concepts.
• Familiarity with Data Lakehouse and API concepts.
• Strong communication across all organizational levels.

Responsibilities

• Sales Process Support: Serve as the product domain expert, supporting Account Executives and their prospects throughout the entire sales lifecycle.
• Technical Consultation: Provide in-depth product knowledge to customers and prospects, clearly highlighting Addepar's differentiating advantages and capabilities over competitors.
• Proof of Concept & Customization: Support sales efforts with POCs and load prospective client data to design custom demo environments.
• Internal Coordination: Coordinate internal product and technical resources for prospect meetings.
• Documentation & Estimates: Assist with RFPs, RFIs, SOWs, budgetary estimates, and liaise with Professional Services, Data, Implementation, Support, Finance, and Legal.
• Strategic Resource Building: Help create sales resources for current and future Account Executives.
• Client Optimization (Periodic): Advise existing customers on technical matters and roadmap opportunities.

Skills

Financial services experience

SaaS familiarity

Sales engineering

Investment management knowledge

Education

Bachelor's Degree

Tools

APIs

Data Lakehouse

Job description

Addepar, Inc. is seeking a highly consultative Sales Engineer to join our sales organization.

You will act as a domain expert, leading presentations for C-Suite executives and key stakeholders, leveraging deep knowledge of financial software to position the Addepar solution effectively. You will collaborate with Account Executives, solve complex problems, and ensure prospects are informed about Addepar’s product development, workflows, and compelling use cases.