Sales Engineer
About the role
We are seeking a highly consultative and deeply knowledgeable Sales Engineer to become a vital resource within our sales organization. In this role, you will act as a domain expert, leading presentations for C-Suite executives and key operational stakeholders, leveraging your deep understanding of financial software to position the Addepar solution effectively. You will be a creative problem-solver, a self-starter, and a thoughtful advocate for change, working in close partnership with Account Executives. Your efforts will ensure prospects are fully informed about Addepar’s product development, workflows, and compelling use cases. This role requires an outstanding communicator, a well-organized professional, and someone with a deep grasp of investment management.
Responsibilities
- Sales Process Support: Serve as the product domain expert, supporting Account Executives and their prospects throughout the entire sales lifecycle
- Technical Consultation: Provide in-depth product knowledge to customers and prospects, clearly highlighting Addepar's differentiating advantages and capabilities over competitors
- Proof of Concept & Customization: Support sales efforts with "Proof of Concepts" (POCs); load prospective client data and design custom demo environments to demonstrate the future Addepar experience based on their specific business requirements
- Internal Coordination: Coordinate internal product and technical resources for