Senior Sales Engineer

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

📋 Description

• Act as the subject matter expert for the product, providing support to Account Executives and their prospects throughout the entire sales process.

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

• Assist in sales initiatives by developing 'Proof of Concepts' (POCs). Input prospective client data and create tailored demo environments to illustrate the future Addepar experience aligned with their specific business needs.

• Organize internal product and technical resources for meetings with prospects.

• Help Account Executives in completing RFPs & RFIs, and contribute to the development of Statements of Work (SOW) and budget estimates, collaborating with essential internal teams (Professional Services, Data, Implementation Project Managers, Support, Finance, and Legal).

• Play a role in formalizing knowledge for current and future Account Executives by contributing to the creation of sales resources.

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

⛳️ Requirements

• Over 7 years of proven experience in the Financial Services sector, encompassing roles in FinTech deployment, sales engineering, solutions architecture, product roles, or financial platforms.

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

• Bachelor's Degree.

• Profound knowledge of investment management.

• Understanding of modern software architecture and database principles.

• Familiarity with Data Lakehouse and API concepts.

• Strong oral and written communication skills, capable of engaging with all levels of the organization, both internally and externally.

• Highly organized with the capacity to manage and monitor processes while handling multiple prospective clients concurrently.

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

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

🏝️ Benefits

• Bonus

• Equity

• Benefits