Sales Engineer - Remote

Overview

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $6 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune.

In Short

• We are currently seeking a Sales Engineer to join our Sales Team.
• You will be a key technical and consultative resource throughout our sales process.
• Lead client presentations at C-Suite level prospects.
• Bring deep knowledge of financial software and implementation processes.
• Liaise between Services, Product, Engineering, and Data teams.
• Assist in building resources for the sales team.
• Support senior SEs and Sales Executives with prospective clients.
• Assist with the completion of RFPs & RFIs.
• Highlight the differentiating benefits of the Addepar solution.
• Support the sales effort with “Proof of Concepts”.

Requirements

• At least 5 years of experience in the Financial Services space.
• Worked at prior SaaS companies in similar roles.
• Understanding of modern software architecture.
• Ability to grasp financial concepts.
• Effective oral and written communicator.
• Ability to multi-task and track processes.
• Ability to manage complex projects and relationships.
• Flexibility to travel on short notice.
• Knowledge of database concepts, cloud infrastructure, security, SQL, Python, and APIs.
• Bachelor's Degree in Computer Science, Mathematics, or Engineering field a plus.

Benefits

• Collaborative work environment.
• Opportunities for professional growth.
• Inclusive company culture.
• Flexible work arrangements.
• Competitive compensation package.