Senior FinTech Solutions Engineer

Addepar; New York (NY); On-site; USD 146,000 - 182,000; Full time

Job summary

Addepar is looking for an experienced professional in New York City to support the sales process and provide technical consultation to clients. The ideal candidate will have over 7 years of experience in the Financial Services sector, particularly in SaaS roles, with strong communication and organizational skills.

You will be responsible for assisting with proposals, conducting proof of concepts, and advising clients on product navigation. This role entails a significant level of coordination with internal teams and offers competitive compensation, including a base salary of $146,000 - $182,000.

Qualifications

• 7+ years of experience in Financial Services roles.
• Prior SaaS experience in deployment or client success roles.
• Ability to manage and track processes effectively.

Responsibilities

• Support sales lifecycle as a product domain expert.
• Provide technical consultation to clients.
• Assist Account Executives with proposals and estimates.

Skills

Financial Services experience

SaaS knowledge

Investment management understanding

Communication skills

Education

Bachelor's Degree

Tools

Data Lakehouse understanding

API knowledge

Job description

Addepar is looking for an experienced professional in New York City to support the sales process and provide technical consultation to clients. The ideal candidate will have over 7 years of experience in the Financial Services sector, particularly in SaaS roles, with strong communication and organizational skills.

You will be responsible for assisting with proposals, conducting proof of concepts, and advising clients on product navigation. This role entails a significant level of coordination with internal teams and offers competitive compensation, including a base salary of $146,000 - $182,000.