Addepar - Sales Engineer
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Requirements
• 3+ years of relevant demonstrated experience in the Financial Services space, including roles such as FinTech deployment, sales engineering, solutions architecture, product experience, or financial platforms • Bachelor's Degree • Deep understanding of investment management • Knowledge of modern software architecture and database concepts • Familiarity with Data Lakehouse and API concepts • An effective oral and written communicator, able to work with all organizational levels, internally and externally • Highly organized with the ability to manage and track processes and work across numerous prospective clients simultaneously • Proven ability to lead sophisticated projects, manage complex relationships, and adhere to timelines • Flexibility to travel on short notice (20%+) • 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
• Sales Process Support: Serve as the product domain expert, supporting Account Executives and their prospects throughout the entire sales lifecycle • Sales Process Support: • Technical Consultation: Provide in-depth product knowledge to customers and prospects, clearly highlighting Addepar's differentiating advantages and capabilities over competitors • Technical Consultation: • Proof of Concept & Customization: • Support sales efforts with "Proof of Concepts" (POCs) • Load prospective client data and design custom demo environments to demonstrate the future Addepar experience based on their specific business requirements • Internal Coordination: Coordinate internal product and technical resources for prospect meetings • Internal Coordination: • Documentation & Estimates: Assist Account Executives with the completion of RFPs & RFIs, and help create Statements of Work (SOW), budgetary estimates, coordinating with key internal teams (Professional Services, Data, Implementation Project Managers, Support, Finance, and Legal) • Documentation & Estimates: • Strategic Resource Building: Contribute to the institutionalization of knowledge for current and future Account Executives by assisting in the creation of sales resources • Strategic Resource Building: • Client Optimization (Periodic): Periodically advise existing customers on technical matters, product roadmap navigation, and opportunities for service or product upsells • Client Optimization (Periodic):
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