Sales Engineer

Global technology and data company helping investment professionals provide informed guidance for clients, managing over $7 trillion in assets.
Silicon Valley, CA, USANew York, NY, USASalt Lake City, UT, USA
$119,000 - $149,000
Backend
Mid-Level Software Engineer
Hybrid
501 - 1,000 Employees
3+ years of experience
Finance · Enterprise SaaS

Description For Sales Engineer

Addepar is a leading global technology and data company revolutionizing investment management through their platform that aggregates portfolio, market, and client data for over $7 trillion in assets. They're seeking a Sales Engineer to join their dynamic team as a key consultative resource throughout the sales process. This role combines technical expertise with client-facing responsibilities, requiring deep knowledge of financial software and the ability to communicate complex solutions to C-Suite executives.

The position offers an exciting opportunity to work with a company that has established itself as a trusted partner in over 45 countries, integrating with more than 100 software, data, and services partners. The ideal candidate will bring 3+ years of financial services experience, strong technical knowledge, and excellent communication skills to help prospects understand and implement Addepar's solutions.

As a Sales Engineer, you'll lead technical presentations, design custom demos, support proof of concepts, and work closely with Account Executives to drive sales success. The role offers a competitive compensation package including base salary, bonus, equity, and benefits, reflecting Addepar's market-based approach to pay.

The company culture is built on strong values including ownership mentality, collaborative problem-solving, client-centricity, innovation, and continuous learning. Addepar embraces a global flexible workforce model with offices in major tech and financial hubs, offering opportunities for both professional growth and work-life balance.

Last updated 2 months ago

Responsibilities For Sales Engineer

  • Support Account Executives throughout the sales process as domain expert
  • Advise firms on technical matters and product roadmap
  • Coordinate internal product and technical resources for prospect meetings
  • Support sales with Proof of Concepts
  • Design custom demo environments
  • Assist with Statement of Work creation and budgetary estimates
  • Complete RFPs & RFIs

Requirements For Sales Engineer

  • 3+ years experience in Financial Services space
  • Bachelor's Degree
  • Prior SaaS company experience
  • Knowledge of modern software architecture and database concepts
  • Strong communication skills
  • Project management abilities
  • Willing to travel 20%+
  • API knowledge (preferred)

Benefits For Sales Engineer

Medical Insurance
Equity
  • Base salary
  • Bonus
  • Equity
  • Benefits package

Interested in this job?

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