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 currently seeking a Senior Enterprise Sales Engineer to join our team. As a strategic partner throughout the sales process, you will lead high-stakes engagements with C-Suite executives and global stakeholders, architecting how Addepar’s vertically integrated platform transforms complex legacy operations into modern, AI-driven ecosystems.
What they're looking for
- Experience: 5+ years in Sales Engineering or Solutions Architecture, with a proven history of closing your company’s highest revenue generating deals and navigating global enterprise procurement
- Strategic External Partner: You possess the confidence to guide high-stakes technical engagements and the experience to lead executive reviews for c-suite stakeholders and can navigate differing opinions
- Data Lakehouse: understanding workflows embedded and concept of integrating complex data sets
- Education: Bachelor’s Degree required while other certifications such as the CFA, CFP and Masters Degree are a plus
- Travel: Flexibility to travel on short notice (10-20%)
- Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes
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 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo.
We are currently seeking a Senior Enterprise Sales Engineer to join our team. As a strategic partner throughout the sales process, you will lead high-stakes engagements with C-Suite executives and global stakeholders, architecting how Addepar’s vertically integrated platform transforms complex legacy operations into modern, AI-driven ecosystems. You bring a mastery of financial software to help our prospects and large relationships contextualize Addepar as a...
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