Financial Software Sales Engineer — AI/Data Insights
Addepar1
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Job summary
Addepar, a global data and AI platform for investment professionals, is hiring a Sales Engineer in New York. You will act as a domain expert, presenting to C-Suite and key stakeholders, and partnering with Account Executives to drive successful engagements.
You will solve complex problems, communicate effectively across levels, and travel as needed to support customers, with a base salary range in the US market and additional bonus/equity benefits.
Qualifications
- 3+ years of experience in the Financial Services space (e.g., FinTech deployment, sales engineering, solutions architecture, product experience, or financial platforms)
- Experience in SaaS deployment/product/engineering/client success roles
- Bachelor's degree required
Responsibilities
- Serve as product domain expert, supporting Account Executives and their prospects throughout the sales lifecycle
- Provide in-depth product knowledge and highlight Addepar's differentiating advantages over competitors
- Lead Proof of Concepts (POCs) and design custom demo environments for clients
- Coordinate internal product and technical resources for prospect meetings
- Assist with RFPs/RFIs and help create SOWs, budgets, and coordination with internal teams
- Contribute to sales resource creation for current and future Account Executives
- Advise existing customers on technical matters, product roadmap, and upsell opportunities
Skills
Education
Tools
Job description
Addepar, a global data and AI platform for investment professionals, is hiring a Sales Engineer in New York. You will act as a domain expert, presenting to C-Suite and key stakeholders, and partnering with Account Executives to drive successful engagements.
You will solve complex problems, communicate effectively across levels, and travel as needed to support customers, with a base salary range in the US market and additional bonus/equity benefits.
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