Sales Engineer

The Role

We are seeking a Sales Engineer to join our growing European team. As a Sales Engineer, you will be a key technical and consultative resource throughout the sales process. This includes leading presentations to senior stakeholders, including C-suite executives, and demonstrating the value of Addepar’s solutions. Leveraging your expertise in financial software and implementation processes, you will help prospects understand how Addepar aligns with their specific needs.

Your role will involve engaging with a diverse range of prospects and markets across the UHNW wealth management industry, providing insights into our product's advantages and capabilities. You will act as a bridge between our Sales, Services, Product, Engineering, and Data teams, ensuring the sales team stays informed about product developments, workflows, and use cases.

Strategically, you will contribute to developing resources and tools to enhance the sales team’s knowledge base. We are looking for someone who is an excellent communicator, highly organised, and deeply knowledgeable about investment management. Ideally, you will have experience working with Addepar clients and be familiar with deployment tools and processes.

The ideal candidate is a creative problem-solver and thought leader who thrives in a collaborative, entrepreneurial environment. You will play a critical role in driving improvements and contributing to the success of Addepar in the EMEA region.

What You’ll Do

• Act as a resource during the due diligence, helping prospects understand how Addepar fits their business while ensuring the right fit for our technology
• Support senior Sales Engineers and Sales Executives throughout the sales process by providing expertise on Addepar’s product, data platform, and implementation approach
• Assist with completing RFPs and RFIs
• Coordinate with internal product and technical teams to support prospect calls and meetings
• Highlight and communicate the unique benefits of Addepar compared to competitors by demonstrating a deep understanding of the product, client workflows, and the financial industry
• Lead "Proof of Concept" initiatives: understand client requirements, load client data, and design customised demo environments to showcase the Addepar experience
• Design tailored solutions to address clients' business needs, mitigating risks in future implementations by outlining comprehensive approaches to meet their requirements
• Collaborate on the creation of Statements of Work (SOW), and budget estimates, and liaise with teams including Professional Services, Data, Implementation Project Management, Support, Finance, and Legal

Who You Are

• Several ears of experience in financial services, including roles in FinTech deployment, sales engineering, solutions architecture, product management, or financial platforms
• Experience with SaaS companies in similar roles, such as deployments or product engineering, with an interest in transitioning to sales
• Strong understanding of modern software architecture and financial concepts
• Exceptional verbal and written communication skills, with the ability to engage stakeholders at all levels, both internally and externally
• Proficient in managing multiple tasks, processes, and deliverables for various prospective clients
• Skilled at managing complex projects, relationships, and timelines
• Flexibility to travel as needed (approximately 25% for in-office roles, 35% for remote roles)
• Familiarity with database concepts, cloud infrastructure, security, SQL, Python, and APIs
• Bachelor’s degree preferred (Computer Science, Mathematics, or Engineering background is a plus)