Description

You will act as a domain expert, leading presentations for C-Suite executives and operational stakeholders. Leverage your deep understanding of financial software to position Addepar's solution, support the full sales lifecycle, and design custom demo environments.

Requirements

• 3+ years experience in financial services (FinTech, sales engineering, solutions architecture)
• Bachelor's degree
• Deep understanding of investment management
• Knowledge of modern software architecture and database concepts
• Excellent communication and organizational skills

Responsibilities

• Support sales process as product domain expert
• Provide technical consultation on Addepar's advantages
• Customize Proof of Concepts with prospective client data
• Coordinate internal resources for prospect meetings
• Assist with RFPs, RFIs, and Statements of Work