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 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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore.

The Role

We are seeking a highly consultative and deeply knowledgeable Sales Engineer to become a vital resource within our sales organization. In this role, you will act as a domain expert, leading presentations for C‑Suite executives and key operational stakeholders, leveraging your deep understanding of financial software to position the Addepar solution effectively.

You will be a creative problem‑solver, a self‑starter, and a thoughtful advocate for change, working in close partnership with Account Executives. Your efforts will ensure prospects are fully informed about Addepar’s product development, workflows, and compelling use cases.

This role requires an outstanding communicator, a well‑organized professional, and someone with a deep grasp of investment management.

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 + bonus + equity + benefits.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment‑based visas such as H‑1B , F‑1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

What You’ll Do

• 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 "Proof of Concepts" (POCs)
  • Load prospective client data and design custom demo environments to demonstrate the future Addepar experience based on their specific business requirements
• Internal Coordination: Coordinate internal product and technical resources for prospect meetings
• Documentation & Estimates: Assist Account Executives with the completion of RFPs & RFIs, and help create Statements of Work (SOW), budgetary estimates, coordinating with key internal teams (Professional Services, Data, Implementation Project Managers, Support, Finance, and Legal)
• Strategic Resource Building: Contribute to the institutionalization of knowledge for current and future Account Executives by assisting in the creation of sales resources
• Client Optimization (Periodic): Periodically advise existing customers on technical matters, product roadmap navigation, and opportunities for service or product upsells

Who You Are

• 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
• Deep understanding of investment management
• Knowledge of modern software architecture and database concepts
• Familiarity with Data Lakehouse and API concepts
• An effective oral and written communicator, able to work with all organizational levels, internally and externally
• Highly organized with the ability to manage and track processes and work across numerous prospective clients simultaneously
• Proven ability to lead sophisticated projects, manage complex relationships, and adhere to timelines
• Flexibility to travel on short notice (20%+)

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 this role within the United States.

Compensation for this role includes base salary + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

Base Salary Range

$122,000 - $153,000 USD

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 are provided 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.

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service‑connected disability.

A "recently separated veteran" means any veteran during the three‑year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.