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

• Become a resource on both sides of the due diligence process.
• Support senior SEs and Sales Executives throughout the sales process.
• Assist with the completion of RFPs & RFIs.
• Coordinate internal product and technical resources for prospect calls.
• Communicate the differentiating benefits of the Addepar solution.
• Support the sales effort with “Proof of Concepts”.
• Design solutions for prospective clients.
• Assist with the creation of the Statement of Work (SOW).

Requirements

• At least 5 years of experience in the Financial Services space.
• Experience in 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.

Benefits

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