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.