Sales Engineer

The Role

We are excited to expand Addepar’s footprint in the UK and are looking for a Sales Engineer to join or team in London. This is an exciting role in building on our success in the region, supporting our commercial efforts and collaborating with our team across the UK and EMEA, and partnering closely with global counterparts. You will serve as a critical technical and consultative resource throughout the sales process, working with prospective clients to show how Addepar’s solutions can deliver transformational value to their business. 

As a Sales Engineer, you are a key technical and consultative resource throughout our sales process including leading client presentations at CSuite level prospects to help deliver the value of Addepar. You will bring a deep knowledge of financial software and implementation process to help our prospects contextualize the Addepar product fit. Your tactical objectives are interfacing with a variety of prospects and markets spanning the UHNW wealth management industry to provide an in-depth understanding of the product advantages and capabilities. 

You will liaise regularly between our Services, Product, Engineering and Data teams to ensure our sales executives are abreast on the product development, workflows and use cases at Addepar. Strategically, you will assist in building out resources for the sales team to institutionalize the knowledge for our current and future sales executives. Our ideal candidate is an exceptional communicator, very well organized with a deep understanding of investment management

You must be prepared to be a creative problem solver and vocal thought leader with a positive attitude and thoughtful voice to drive change and improvement as part of a premier organization within Addepar where an entrepreneurial and team player will thrive.

Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.

What You’ll Do

• You will become a resource on both sides of the due diligence process to help the prospect understand how Addepar fits into their current business while ensuring they are the right fit for our technology.
• Support senior SEs and Sales Executives with prospective clients throughout the entire sales process by acting as the subject matter expert on the Addepar product, data platform, and implementation process.
• Assist our Sales Team with the completion of RFPs & RFIs.
• Assist Sales Team in coordinating appropriate internal product and technical resources for prospect calls and meetings.
• Highlight and communicate the differentiating benefits of the Addepar platform vs. the competition by demonstrating knowledge of the platform, client workflows, and financial industry domain.
• Support the sales effort with “Proof of Concepts”. Understand prospective clients key business requirements, load client data, and design custom demo environments to help clients conceptualize their future Addepar experience.
• Support in designing solutions for prospective clients to address their current business needs. De-risk future implementation projects by outlining and validating a comprehensive approach to address client requirements. 
• Assist with the creation of the Statement of Work (SOW), budgetary estimates, and work with key internal teams (Professional Services including Data, Implementation Project Managers, Support, Finance, and Legal).

Who You Are

• Several years of experience in the Financial Services space including roles in FinTech deployment, sales engineering, solutions architecture, product experience and financial platforms.
• Worked at prior SaaS companies in similar roles such as deployments, product, engineering looking to make transition to sales.
• Understanding of modern software architecture
• Ability to grasp financial concepts
• Effective oral and written communicator with the ability to interface with members at all levels of an organization, both internally and externally.
• Ability to multi-task and track processes and deliverables for numerous prospective clients.
• Ability to manage complex projects, relationships and timelines.
• Knowledge of database concepts, cloud infrastructure, security, SQL, Python and APIs.
• Bachelor's Degree (Computer Science, Mathematics and/or Engineering field a plus).