Enterprise Sales Engineer
About the role
Who We Are
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity.
The Role
We are currently seeking an Enterprise Sales Engineer to join our team. As the key resource throughout our sales process, you will be leading presentations with C-Suite, advisor and other key stakeholders showcasing how Addepar’s vertically integrated platform solves complex financial challenges. You bring a deep knowledge of financial software to help our prospects and large relationships contextualize the Addepar solution fit.
You will work with our Account Executives to drive the technical side of the sales cycle, focusing on AI-driven workflows and data integration. Internally, you will work with teams to ensure our prospects are abreast of the product development, workflows, and use cases at Addepar. You are an inspirational leader where other internal teams can rely on and prospects seek guidance from!
What You’ll Do
- Strategic Domain Expertise: Serve as the primary domain expert, supporting account executives throughout the entire sales and relationship expansion lifecycle
- Platform & AI Evolution: Guide existing clients through the modernization of their workflows. You’ll demonstrate how migrating to a platform or adopting Addepar’s AI-powered insights creates a vertically integrated ecosystem that outpaces their current setup
- Technical Discovery: Conduct deep-dive discovery sessions to understand prospect requirements and map them to Addepar’s technical solutions
- Demo Construction: Design and build tailored demo environments, run end-to-end proof-of-concepts including the ingestion of client data to showcase the platform's value
- Enterprise Account Growth: Lead technical executive reviews and expansion executions for our largest existing relationships, identifying and delivering new platform value that directly drives incremental ARR
- Technical Sales Support: Support the sales team with technical expertise throughout the sales cycle