TL;DR
Sales Engineer (Fintech): Support sales by providing deep product expertise and technical consultation for a financial software platform with an accent on client-specific demos, proof of concepts, and strategic sales enablement. Focus on leading presentations for executives, managing complex sales processes, and advising on product roadmap and upsell opportunities.
Location: New York, NY, United States; must be legally authorized to work in the U.S. without visa sponsorship
Salary: $122,000 - $153,000 base + bonus + equity + benefits
Company
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence, supporting clients worldwide with offices in multiple countries.
What you will do
- Serve as product domain expert supporting Account Executives throughout the sales lifecycle
- Provide in-depth technical consultation and highlight product advantages
- Design custom demos and support proof of concepts tailored to client needs
- Coordinate internal resources for prospect meetings and sales documentation
- Assist with RFPs, RFIs, Statements of Work, and budget estimates
- Advise existing customers on technical matters and product roadmap navigation
Requirements
- Must be legally authorized to work in the U.S. without visa sponsorship
- 3+ years experience in Financial Services or FinTech sales engineering or related roles
- Bachelor's degree and deep understanding of investment management
- Knowledge of modern software architecture, database concepts, Data Lakehouse, and APIs
- Excellent communication and organizational skills with ability to manage multiple clients
- Flexibility to travel on short notice (20%+)
Culture & Benefits
- Core values emphasizing ownership, collaboration, client focus, innovation, and learning
- Equal opportunity employer committed to diversity and inclusion
- Reasonable accommodations provided for individuals with disabilities