Senior Sales Engineer – FinTech Data & AI Platform

F5 Remote Jobs; New York (NY); On-site; USD 122,000 - 153,000; Full time

Job summary

Addepar, a global data and AI platform for investment professionals, seeks a Sales Engineer to advance client engagements and drive technical validation throughout the sales cycle. You will leverage deep investment management and financial software knowledge to articulate Addepar’s value and differentiate it from competitors.

You will collaborate closely with Account Executives, craft tailored demos, and support POCs to align product capabilities with client needs.

Qualifications

• 3+ years of experience in the Financial Services space, including FinTech deployment, sales engineering, solutions architecture, product experience, or financial platforms.
• Prior SaaS deployment/product/engineering experience at SaaS companies.
• Bachelor's Degree required.

Responsibilities

• Serve as the product domain expert, supporting Account Executives and prospects throughout the sales lifecycle.
• Provide in-depth product knowledge to customers and prospects, highlighting Addepar's advantages over competitors.
• Support sales efforts with Proofs of Concepts (POCs) and design custom demo environments.
• Coordinate internal product and technical resources for prospect meetings.
• Assist with RFPs/RFIs and help create Statements of Work (SOW), budgetary estimates, coordinating with internal teams.
• Contribute to creation of sales resources to train current and future Account Executives.
• Advise existing customers on technical matters and product roadmap opportunities for upsells.

Skills

FinTech deployment

Solutions architecture

Investment management

Communication skills

Travel readiness

Education

Bachelor's Degree

Job description

Addepar, a global data and AI platform for investment professionals, seeks a Sales Engineer to advance client engagements and drive technical validation throughout the sales cycle. You will leverage deep investment management and financial software knowledge to articulate Addepar’s value and differentiate it from competitors.

You will collaborate closely with Account Executives, craft tailored demos, and support POCs to align product capabilities with client needs.