CareerPlanGet AI match score →

Sales Engineer

💼 Full-time🗓 2026-06-30 → 2026-07-31

Core

Technical and consultative resource supporting sales executives in the UK/EMEA region to demonstrate Addepar's financial data platform value to UHNW wealth management prospects.

Role type

Sales Engineer

Builds

Addepar's total portfolio view platform for investment professionals

Domain

Financial Services / Wealth Management / FinTech

Deliverable

product features

Required skills

Financial services domain knowledge, SaaS deployment experience, modern software architecture understanding, SQL, Python, APIs, cloud infrastructure, database concepts

Preferred skills

Solutions architecture background, product experience

Technologies

SQL, Python, APIs, cloud infrastructure

Responsibilities

Lead client presentations at C-Suite level, assist with RFPs/RFIs, coordinate internal technical resources for prospect calls, design Proof of Concepts and custom demo environments, create Statements of Work and budgetary estimates

Seniority

Mid-Senior, hands-on IC

Sourced via greenhouse · Listed on CareerPlan, which tracks 70,000+ jobs from 20+ sources.
Apply on Greenhouse ↗