Enterprise Sales Engineer
Core
Lead technical presentations and discovery sessions for C-Suite stakeholders to demonstrate how Addepar's AI-powered financial data platform solves complex investment challenges.
Role type
Enterprise Sales Engineer (Financial Services)
Builds
AI-driven investment workflows and data integration solutions for asset management firms
Domain
Financial Services / Investment Management / AI Data Platforms
Deliverable
product features
Required skills
Financial software knowledge, AI-driven software proficiency, Data architecture understanding, Executive presence, RFP/RFI management, Asset class expertise (equities, fixed income, alternatives)
Preferred skills
CFA/CFP certification, Masters Degree, Data Lakehouse concepts
Technologies
Managed database workflows, Data Lakehouse
Responsibilities
Lead technical executive reviews for large accounts, Design and build tailored demo environments with client data ingestion, Conduct deep-dive discovery sessions to map requirements to solutions, Manage technical portions of the sales cycle including RFPs/RFIs, Guide existing clients through workflow modernization, Support account executives throughout the sales lifecycle
Seniority
Mid-Senior, hands-on IC