TL;DR

Sales Engineer (Fintech): Provide expert technical consultation and support throughout the sales lifecycle for a financial data and AI platform with an accent on delivering customized demos, proof of concepts, and strategic client engagement. Focus on leading presentations for C-Suite executives, managing complex sales processes, and advising on investment management solutions.

Location: Remote (USA)

Salary: $122,000 - $153,000 base + bonus + equity + benefits

Company

Addepar is a global data and AI platform empowering investment professionals to transform complex financial information into actionable intelligence, serving over 1,400 firms worldwide.

What you will do

  • Support sales process as product domain expert alongside Account Executives throughout the sales lifecycle
  • Provide in-depth technical consultation highlighting product advantages and capabilities
  • Design and deliver customized demos and proof of concepts based on client data and requirements
  • Coordinate internal resources for prospect meetings and assist with RFPs, RFIs, and Statements of Work
  • Contribute to building sales resources and institutional knowledge for Account Executives
  • Advise existing customers on technical matters, product roadmap, and upsell opportunities

Requirements

  • Must be legally authorized to work in the United States without visa sponsorship
  • 3+ years experience in Financial Services or FinTech sales engineering, solutions architecture, 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 skills and ability to manage multiple clients and complex projects
  • Flexibility to travel on short notice (20%+)

Culture & Benefits

  • Values include ownership, collaboration, client focus, innovation, and continuous learning
  • Equal opportunity employer committed to diversity, inclusion, and reasonable accommodations
  • Remote work within the USA with competitive salary, bonus, equity, and benefits