Strategic Sales Engineer - FinTech AI for Investment Ops

Addepar1; United States; A distancia; USD 122.000 - 153.000; Jornada completa

Descripción de la vacante

Addepar is seeking a highly consultative Sales Engineer to become a vital resource within our sales organization in the United States. You will act as a domain expert, leading presentations for C-Suite executives and key stakeholders, and positioning the Addepar solution effectively.

This role requires an outstanding communicator with deep investment management knowledge, ready to collaborate with Account Executives and cross-functional teams. Travel up to 20% may be required.

Formación

• 3+ years in Financial Services, FinTech deployment, or SaaS sales engineering.
• Experience in deployment, product, engineering, or client success at SaaS firms.
• Bachelor's degree.
• Deep understanding of investment management.
• Strong communication and organizational skills.
• Willingness to travel 20%+.

Responsabilidades

• Serve as product domain expert supporting Account Executives through the sales lifecycle.
• Provide in-depth product knowledge highlighting Addepar's advantages over competitors.
• Support Proofs of Concept (POCs) and customization efforts.
• Load client data and design demo environments for tailored experiences.
• Coordinate internal product and technical resources for prospect meetings.
• Assist with RFPs/RFIs and help create SOWs and budget estimates.
• Develop sales resources to support current and future Account Executives.
• Advise existing customers on technical matters and roadmap opportunities.

Conocimientos

Financial services domain

Sales engineering

Solutions architecture

Investment management

Educación

Bachelor's Degree

Herramientas

Data Lakehouse

APIs

Descripción del empleo

Addepar is seeking a highly consultative Sales Engineer to become a vital resource within our sales organization in the United States. You will act as a domain expert, leading presentations for C-Suite executives and key stakeholders, and positioning the Addepar solution effectively.

This role requires an outstanding communicator with deep investment management knowledge, ready to collaborate with Account Executives and cross-functional teams. Travel up to 20% may be required.