Enterprise Sales Engineer

Join Addepar as an Enterprise Sales Engineer, where you will lead technical presentations with C-Suite executives and other key stakeholders. You will work closely with Account Executives to drive the technical side of the sales cycle, focusing on AI-driven workflows and data integration. You will also serve as the primary domain expert, guide existing clients through the modernization of their workflows, and manage the technical portions of the sales cycle. This role offers a competitive benefits package, equity, and the opportunity to work in a global hybrid workforce.

• Lead presentations with C-Suite and key stakeholders, showcasing how Addepar’s platform solves complex financial challenges.
• Work with Account Executives to drive the technical side of the sales cycle, focusing on AI-driven workflows and data integration.
• Conduct deep-dive discovery sessions to understand prospect requirements and map them to Addepar’s technical solutions.
• You bring a deep knowledge of financial software to help our prospects and large relationships contextualize the Addepar solution fit
• Education: Bachelor’s Degree required while other certifications such as the CFA, CFP and Masters Degree are a plus
• Hands-on Technical Execution: You are a "roll-up-your-sleeves" practitioner. You can jump into the weeds of data architecture and managed database workflows one hour, and then pivot to a high-level strategic pitch the next
• Revenue-Minded Engineer: You see the technical journey as a means to a business end. You are intellectually curious and equally skilled at connecting technical milestones to tangible business value and ARR growth throughout the entire lifecycle of a relationship
• Data Lakehouse: understanding of workflows embedded and concept of integrating complex data sets are a plus
• Investment Management Domain Expert: You possess a robust understanding of global financial markets and a broad spectrum of asset classes (from equities and fixed income to complex alternatives). This allows you to navigate high-stakes conversations with sophisticated buyers at large multinational firms, speaking their language fluently, while building immediate credibility
• Executive Presence & Leadership: You possess the confidence to guide high-stakes technical engagements and the experience to lead executive reviews for senior stakeholders at multi-billion dollar firms
• AI Specialist & Champion: Strong proficiency in AI-driven software and data ecosystems. You are comfortable supporting the pitch of AI use cases to external partners and act as an early adopter of new AI tools internally. You can articulate the value of "data strategy" and "operational efficiency" to various stakeholders and help your peers integrate AI-first workflows into their daily routines
• Experience: 3+ years in Sales Engineering or Solutions Architecture, with a proven track record of supporting both initial sales and large-scale account expansions
• Travel: Flexibility to travel on short notice (10-20%)