Sales Engineer
Core
Act as a domain expert and technical consultant for C-Suite executives and operational stakeholders to position the Addepar financial data and AI platform.
Role type
Senior Sales Engineer (Financial Services)
Builds
Addepar's total portfolio view platform for investment professionals
Domain
Financial Services / Investment Management / SaaS
Deliverable
product features
Required skills
Financial software expertise, Investment management knowledge, Modern software architecture, Database concepts, Data Lakehouse, API concepts, Technical consultation, Proof of Concept (POC) design, RFP/RFI assistance, SOW creation, Budgetary estimation
Preferred skills
FinTech deployment experience, SaaS product experience, Solutions architecture, Client success
Technologies
Data Lakehouse, APIs
Responsibilities
Lead presentations for C-Suite executives, Support Account Executives throughout the sales lifecycle, Design custom demo environments and POCs, Coordinate internal product and technical resources, Assist with RFPs, RFIs, and Statements of Work, Advise existing customers on technical matters and product roadmap