Senior Solutions Engineer (Institutions)

Join Addepar, a global technology company, as a Senior Solutions Engineer focused on the institutional vertical. In this role, you will lead high-stakes engagements with C-Suite executives, drive the technical side of the sales cycle, and act as a strategic advisor for fund managers and institutional allocators. You will also guide prospects and clients through the modernization of their workflows, design tailored demo environments, and lead technical executive reviews for existing relationships. This is a unique opportunity to help establish and grow a hyper-growth line of business within an already-global technology company.

• Act as the lead domain authority for fund managers, institutional allocators, and OCIOs, partnering with Account Executives to design complex deal structures and multi-year expansion roadmaps.
• Guide prospects and clients through the modernization of their workflows, demonstrating how migrating to the platform or adopting Addepar's AI-powered insights creates a vertically integrated ecosystem.
• Lead technical executive reviews for our largest existing relationships, identifying and delivering new platform value that directly drives incremental ARR.
• Executive presence: Confidence to guide high-stakes technical engagements and lead executive reviews for C-Suite stakeholders, navigating differing opinions
• AI fluency: Deep fluency in AI-driven software and modern data ecosystems. You can translate "data strategy" for a CTO and "efficiency" for a COO, while having multi-threaded discussions with investment teams — and champion AI-first workflows internally
• Architectural mindset: You excel at high-level systems design, understanding how Addepar integrates into multi-vendor legacy architectures and can clearly articulate value throughout
• Education: Bachelor's degree required. CFA, CFP, or Master's degree a plus
• Experience: 7+ years in Sales/Solutions Engineering or Solutions Architecture with a proven history of closing high-revenue enterprise deals and navigating global enterprise procurement
• Industry knowledge: Deep domain expertise in investment management and analysis across LPs and GPs You understand where the industry is heading and can position Addepar accordingly
• Technical foundation: Knowledge of modern software architecture, database concepts, and API integration
• 0-1 mentality: You are able to build simple, creative solutions to complex problems and communicate the solutions clearly. You take full ownership and present new ideas thoughtfully
• Communication: Effective oral and written communicator, able to work with all levels of an organization internally and externally
• Revenue-minded engineer: You connect technical milestones to tangible business value and ARR growth across the full lifecycle of a relationship
• Data Lakehouse: Understanding of workflows embedded in and the concept of integrating complex data sets
• Travel: Flexibility to travel on short notice (10–20%)