Tech Stack

Description

As a Sr. Sales Engineer at Addepar, you will act as a domain expert and partner with Account Executives to drive sales of our AI-powered investment platform. You'll lead technical presentations, customize proof-of-concept demos, and coordinate internal resources to demonstrate how Addepar solves complex financial challenges for prospects.

Requirements

• 5+ years in Financial Services with roles in FinTech, sales engineering, or solutions architecture
• Deep understanding of investment management
• Knowledge of modern software architecture, database concepts, Data Lakehouse, and APIs
• Excellent communication and organizational skills
• Ability to manage multiple prospect processes simultaneously

Responsibilities

• Serve as product domain expert during the sales lifecycle
• Conduct technical consultations highlighting product advantages
• Customize proof of concept demos with prospect data
• Coordinate internal technical resources for prospect meetings
• Assist with RFPs, RFIs, and Statements of Work