Addepar - Sr. Solutions Engineer- Institutions
Requirements
• Experience: 7+ years in Sales Engineering or Solutions Architecture with a proven history of closing high-revenue enterprise deals and navigating global enterprise procurement. • Industry knowledge: Deep domain expertise in investment management and analysis across LPs and GPs You understand where the industry is heading and can position Addepar accordingly. • Industry knowledge: • AI fluency: Deep fluency in AI-driven software and modern data ecosystems. You can translate "data strategy" for a CTO and "efficiency" for a COO, while having multi-threaded discussions with investment teams — and champion AI-first workflows internally. • AI fluency: • Executive presence: Confidence to guide high-stakes technical engagements and lead executive reviews for C-Suite stakeholders, navigating differing opinions. • Executive presence: • Architectural mindset: You excel at high-level systems design, understanding how Addepar integrates into multi-vendor legacy architectures and can clearly articulate value throughout. • Architectural mindset: • Revenue-minded engineer: You connect technical milestones to tangible business value and ARR growth across the full lifecycle of a relationship. • Revenue-minded engineer: • Data Lakehouse: Understanding of workflows embedded in and the concept of integrating complex data sets. • Data Lakehouse: • Technical foundation: Knowledge of modern software architecture, database concepts, and API integration. • Technical foundation: • Communication: Effective oral and written communicator, able to work with all levels of an organization internally and externally. • Communication: • Education: Bachelor's degree required. CFA, CFP, or Master's degree a plus. • Education: • Travel: Flexibility to travel on short notice (10–20%). • Travel • Our Values • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. • Act Like an Owner - • Build Together - Collaborate to unlock the best solutions. Deliver lasting value. • Build Together - • Champion Our Clients - Exceed client expectations. Our clients’ success is our success. • Champion Our Clients - • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. • Drive Innovation - • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. • Embrace Learning -
Responsibilities
• Strategic advisory: Act as the lead domain authority for fund managers, institutional allocators, and OCIOs. Partner with Account Executives to design complex deal structures and multi-year expansion roadmaps. • Strategic advisory: • Platform and AI evolution: Guide prospects and clients through the modernization of their workflows. Demonstrate how migrating to the platform or adopting Addepar's AI-powered insights creates a vertically integrated ecosystem that outpaces their current setup. • Platform and AI evolution: • Business transformation discovery: Conduct executive-level discovery to identify systemic business inefficiencies, mapping them to a holistic technical vision that incorporates AI, data lakehouses, and third-party integrations. • Business transformation discovery: • Demo & POC construction: Design and build tailored demo environments. Run end-to-end, custom proof-of-concepts (POCs) including the ingestion of client data to showcase the platform's value. • Demo & POC construction: • Enterprise account growth: Lead technical executive reviews for our largest existing relationships, identifying and delivering new platform value that directly drives incremental ARR. • Enterprise account growth: • Technical sales: Manage the technical portions of the sales cycle, including POCs, RFPs and RFIs, Statements of Work, and budgetary estimates. • Technical sales: • Cross-functional alignment: Professional Services, Data, Implementation, Support, Finance, and Legal, as well as internal product and engineering teams. • Cross-functional alignment: • Sales engineering leadership: Mentor teammates, establish and refine sales playbooks, and institutionalize standards for demos and technical validation. • Sales engineering leadership:
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