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[Remote] Sr. Enterprise Sales Engineer

Work from home Full-time role Hiring

Note: The job is a remote job and is open to candidates in USA. Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. The Senior Enterprise Sales Engineer will lead high-stakes engagements with C-Suite executives, focusing on transforming legacy operations into modern, AI-driven ecosystems and driving the technical side of the sales cycle.

Responsibilities

  • Act as the lead domain authority for global, multi-billion dollar opportunities, partner with account executives to design complex deal structures and multi-year expansion roadmaps
  • Guide existing clients through the modernization of their workflows. You’ll demonstrate how migrating to a platform or adopting Addepar’s AI-powered insights creates a vertically integrated ecosystem that outpaces their current setup
  • Conduct executive-level discovery to identify systemic business inefficiencies, mapping them to a holistic technical vision that incorporates AI, data lakehouses, and third-party integrations
  • Design and build tailored demo environments, run end-to-end proof-of-concepts including the ingestion of client data to showcase the platform's value
  • Lead technical executive reviews and expansion executions for our largest existing relationships, identifying and delivering new platform value that directly drives incremental ARR
  • Manage the technical portions of the sales cycle, including responding to RFPs/RFIs and coordinating with internal product and engineering teams
  • Act as a force multiplier by mentoring, establishing and refining sales playbooks, and institutionalizing standards for demos and technical validation

Skills

  • 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
  • Deep fluency in AI-driven software and modern data ecosystems
  • Ability to pitch high-impact use cases to external stakeholders and push technical boundaries internally
  • Confidence to guide high-stakes technical engagements and lead executive reviews for c-suite stakeholders
  • Experience navigating differing opinions
  • High-level systems design skills, understanding how Addepar integrates into massive, multi-vendor legacy architectures
  • Ability to articulate value along the way
  • Understanding of asset classes and the direction of global wealth management
  • Intellectual curiosity and skills at connecting technical milestones to tangible business value and ARR growth
  • Understanding of workflows embedded and concept of integrating complex data sets
  • Bachelor's Degree required
  • Other certifications such as the CFA, CFP and Masters Degree are a plus
  • Flexibility to travel on short notice (10-20%)

Benefits

  • Bonus
  • Equity
  • Benefits

Company Overview

  • Addepar is a financial software company that provides a platform for aggregating, analyzing, and reporting investment portfolios. It was founded in 2009, and is headquartered in New York, New York, USA, with a workforce of 1001-5000 employees. Its website is https://addepar.com.
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