Sales Engineer

This is a fully remote position, open to applicants in New York.

📋 Description

• Act as the product domain specialist, assisting Account Executives and potential clients throughout the complete sales process.

• Deliver comprehensive product insights to customers and prospects, showcasing Addepar's unique advantages and features compared to competitors.

• Support sales initiatives with Proof of Concepts (POCs).

• Input prospective client data and create tailored demo environments based on specific business needs.

• Facilitate coordination of internal product and technical resources for client meetings.

• Aid Account Executives with Requests for Proposals (RFPs) and Requests for Information (RFIs).

• Contribute to the creation of Statements of Work and budget estimates.

• Collaborate with Professional Services, Data, Implementation Project Managers, Support, Finance, and Legal teams.

• Help institutionalize knowledge for current and future Account Executives by developing sales resources.

• Occasionally provide guidance to existing customers on technical issues, product roadmap navigation, and opportunities for service or product upsells.

⛳️ Requirements

• Over 3 years of proven experience in the Financial Services industry, including roles such as FinTech deployment, sales engineering, solutions architecture, product experience, or financial platforms.

• Previous experience in comparable positions (deployment, product, engineering, and/or client success) within SaaS companies.

• Bachelor’s Degree.

• Strong understanding of investment management.

• Familiarity with modern software architecture and database concepts.

• Knowledge of Data Lakehouse and API concepts.

• Excellent oral and written communication skills.

• Highly organized with the capability to manage and track processes while working with multiple prospective clients simultaneously.

• Demonstrated ability to lead complex projects, manage intricate relationships, and meet deadlines.

• Willingness to travel on short notice (20%+).

• Legally authorized to work in the United States for any employer without the need for current or future visa sponsorship.

• Authorized to start work in the U.S. on the first day of employment.

🏝️ Benefits

• Bonus.

• Equity.

• Benefits.

• Reasonable accommodations for individuals with disabilities.

• Equal opportunity and inclusive workplace.

• Travel opportunities (20%+).

• No need to purchase equipment or supplies during onboarding.