Sales Engineer

Addepar

. Serve as the product domain expert, supporting Account Executives and prospects throughout the entire sales lifecycle .

Posted 9/29/2026full-timeRemote • New York • United StatesMid-LevelSenior💰 $122,000 - $153,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Financial Services and investment management, with a strong ability to support sales efforts through effective communication, project management, and technical knowledge. Proficient in creating tailored solutions and coordinating cross-functional teams to enhance client engagement and satisfaction.

Highest-signal resume keywords

Financial Services ExperienceInvestment Management KnowledgeSaaS Product SupportProject Management SkillsEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

FinTech DeploymentSolutions ArchitectureProduct ExperienceDatabase ConceptsData Lakehouse FamiliarityAPI ConceptsSales EngineeringRFP and RFI AssistanceCustom Demo DesignBudgetary Estimates

Soft Skills

Highly OrganizedRelationship ManagementProcess TrackingOral CommunicationWritten Communication

Certifications & Qualifications

Bachelor's Degree

Industry Keywords

Sales LifecycleProof of ConceptsStatements of WorkProfessional Services CoordinationClient Success

About the role

Key responsibilities & impact

Serve as the product domain expert, supporting Account Executives and prospects throughout the entire sales lifecycle
Provide in-depth product knowledge to customers and prospects, highlighting Addepar's differentiating advantages and capabilities over competitors
Support sales efforts with Proof of Concepts (POCs)
Load prospective client data and design custom demo environments based on specific business requirements
Coordinate internal product and technical resources for prospect meetings
Assist Account Executives with RFPs and RFIs
Help create Statements of Work and budgetary estimates
Coordinate with Professional Services, Data, Implementation Project Managers, Support, Finance, and Legal
Contribute to institutionalizing knowledge for current and future Account Executives by creating sales resources
Periodically advise existing customers on technical matters, product roadmap navigation, and service or product upsells

Requirements

What you’ll need

3+ years of relevant demonstrated experience in the Financial Services space, including roles such as FinTech deployment, sales engineering, solutions architecture, product experience, or financial platforms
Prior experience in similar roles (deployment, product, engineering, and/or client success) at SaaS companies
Bachelor's Degree
Deep understanding of investment management
Knowledge of modern software architecture and database concepts
Familiarity with Data Lakehouse and API concepts
Effective oral and written communication skills
Highly organized with the ability to manage and track processes and work across numerous prospective clients simultaneously
Proven ability to lead sophisticated projects, manage complex relationships, and adhere to timelines
Flexibility to travel on short notice (20%+)
Legally authorized to work in the United States for any employer without requiring current or future visa sponsorship
Authorized to begin work in the U.S. on the first day of employment

Benefits

Comp & perks

Bonus
Equity
Benefits
Reasonable accommodation for individuals with disabilities
Equal opportunity and inclusive workplace
Travel opportunities (20%+)
No equipment or supplies purchase required during onboarding