Addepar - Sales Engineer
Requirements
• Several years of experience in the Financial Services space including roles in FinTech deployment, sales engineering, solutions architecture, product experience and financial platforms. • Understanding of modern software architecture • Ability to grasp financial concepts • Effective oral and written communicator with the ability to interface with members at all levels of an organization, both internally and externally. • Ability to multi-task and track processes and deliverables for numerous prospective clients. • Ability to manage complex projects, relationships and timelines. • Knowledge of database concepts, cloud infrastructure, security, SQL, Python and APIs. • Bachelor's Degree (Computer Science, Mathematics and/or Engineering field a plus). • 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
• You will become a resource on both sides of the due diligence process to help the prospect understand how Addepar fits into their current business while ensuring they are the right fit for our technology. • Support senior SEs and Sales Executives with prospective clients throughout the entire sales process by acting as the subject matter expert on the Addepar product, data platform, and implementation process. • Assist our Sales Team with the completion of RFPs & RFIs. • Assist Sales Team in coordinating appropriate internal product and technical resources for prospect calls and meetings. • Highlight and communicate the differentiating benefits of the Addepar platform vs. the competition by demonstrating knowledge of the platform, client workflows, and financial industry domain. • Support the sales effort with “Proof of Concepts”. Understand prospective clients key business requirements, load client data, and design custom demo environments to help clients conceptualize their future Addepar experience. • Support in designing solutions for prospective clients to address their current business needs. De-risk future implementation projects by outlining and validating a comprehensive approach to address client requirements. • Assist with the creation of the Statement of Work (SOW), budgetary estimates, and work with key internal teams (Professional Services including Data, Implementation Project Managers, Support, Finance, and Legal).
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