Addepar is a global data and AI company serving the financial services ecosystem. Powering more than 9T in assets across 1,400+ clients and 60+ countries.
About the role
We are seeking a highly consultative and deeply knowledgeable Sales Engineer to become a vital resource within our sales organization. In this role, you will act as a domain expert, leading presentations for C-Suite executives and key operational stakeholders, leveraging your deep understanding of financial software to position the Addepar solution effectively. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- Sales Process Support: Serve as the product domain expert, supporting Account Executives and their prospects throughout the entire sales lifecycle
- Technical Consultation: Provide in-depth product knowledge to customers and prospects, clearly highlighting Addepar's differentiating advantages and capabilities over competitors
- Load prospective client data and design custom demo environments to demonstrate the future Addepar experience based on their specific business requirements
- Internal Coordination: Coordinate internal product and technical resources for prospect meetings
- Strategic Resource Building: Contribute to the institutionalization of knowledge for current and future Account Executives by assisting in the creation of sales resources
More about this role
Who We Are
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore.
The Role
We are seeking a highly consultative and deeply knowledgeable Sales Engineer to become a vital resource within our sales organization. In this role, you will act as a domain expert, leading presentations for C-Suite executives and key operational stakeholders, leveraging your deep understanding of financial software to position the Addepar solution effectively.
You will be a creative problem-solver, a self-starter, and a thoughtful advocate for...
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