Investment Data Platform Sales Engineer

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

Job summary

Addepar, Inc. is seeking a highly consultative Sales Engineer to become a vital resource within our sales organization.

You will lead presentations for C‑Suite and operations stakeholders, leveraging deep knowledge of financial software to position Addepar’s solution. In this role you will partner with Account Executives, provide technical consultation, design demo environments, and support POCs to demonstrate how Addepar delivers insights across investment workflows.

Qualifications

• 3+ years in Financial Services roles such as FinTech deployment or sales engineering.
• Bachelor's Degree.
• Deep understanding of investment management and modern software architecture.
• Familiarity with Data Lakehouse and API concepts.
• Excellent oral and written communication across all levels.
• Highly organized with ability to manage many prospects.
• Willing to travel 20%+ on short notice.

Responsibilities

• Serve as product domain expert supporting Account Executives through the sales lifecycle.
• Provide in-depth technical consultation highlighting Addepar's advantages.
• Support POCs, load client data, and design demo environments.
• Coordinate internal resources for prospect meetings.
• Assist with RFPs/RFIs and budget estimates including SOWs.
• Help create sales resources for current and future Account Executives.
• Advise existing customers on technical matters and roadmap.

Skills

Financial services

Sales engineering

Solutions architecture

Communication

Organization

Project leadership

Travel flexibility

Education

Bachelor's Degree

Job description

Addepar, Inc. is seeking a highly consultative Sales Engineer to become a vital resource within our sales organization.

You will lead presentations for C‑Suite and operations stakeholders, leveraging deep knowledge of financial software to position Addepar’s solution. In this role you will partner with Account Executives, provide technical consultation, design demo environments, and support POCs to demonstrate how Addepar delivers insights across investment workflows.