# Sr. Data Solutions Strategist

**Company:** [Addepar](https://hotfix.jobs/companies/addepar)
**Location:** New York, NY
**Role:** Sales Engineering
**Experience:** 10+ years
**Skills:** Salesforce, Data Lakehouse, Adx, Automated Validation, Sandbox, Financial Data, Data Migrations, Lakehouse Architecture, Data Workflows, Go-to-Market Strategy
**Posted:** 2026-04-29

> Leads technical strategy for data solutions sales in fintech, driving complex migrations to Lakehouse architecture, supporting GTM teams, and influencing product roadmaps. Requires 10+ years in enterprise data sales and deep financial data expertise.

## Job Description

## What You'll Do

**Product Expertise**
- Develop in-depth, technical knowledge of product features, benefits, and applications to serve as the go-to expert.

**Market & Product Analysis**
- Monitor market trends, competitor activity, and customer feedback to guide product improvements and GTM strategy with marketing, sales, and product team.

**Sales & Marketing Support**
- Collaborate with sales/marketing teams to create promotional materials, deliver product presentations, and assist with sales closures.
- Work closely with GTM sales to identify opportunities with both new and existing clients.
- Drive technical strategy for complex data migrations and Lakehouse adoption.
- Create & articulate compelling value propositions that address our clients' specific needs.
- Manage and forecast sales activity and opportunities using **Salesforce**.

**Training & Enablement**
- Create training materials and conduct sessions for internal teams (sales, customer service) and external partners.
- Help educate the GTM teams on successful use cases, wins and losses, and upcoming product features and functionality.

**Customer Engagement**
- Interact with customers to understand needs, provide technical support, and resolve issues, directly impacting customer experience.
- Support existing clients deriving value from the product and ensuring their use cases are captured.

**Product Lifecycle Management**
- Work with design and engineering teams to oversee product development, enhancements, and launch activities.

## Who You Are

- **Bachelor’s degree** or equivalent
- **10+ years** of experience in Fintech or Financial Services, with a background in individual quota-carrying roles across Enterprise Data or Infrastructure Sales.
- Technical-Commercial Fluency: Expert at navigating the financial data landscape; able to translate data workflows and integration requirements into **Data Lakehouse** architecture solutions for business, operations, and technical stakeholders that enable high-velocity decisions.
- Commercial Ownership: Proven ability to lead the "Technical Win" and hit revenue targets within complex, multi-stakeholder institutional sales cycles.
- Infrastructure Displacement: Experienced in transitioning firms from fragmented legacy silos to modern, managed infrastructure (**ADX**).
- Data Integrity Advocate: Focused on solving data challenges by positioning **Automated Validation** as a mission-critical tool for operational efficiency.
- Migration Strategist: Skilled at using **Sandbox** and Testing environments as commercial levers to de-risk enterprise-scale migrations and neutralize technical objections.
- Product Contributor: Ability to synthesize market intelligence to directly influence Product and Engineering roadmaps.
- High-Stakes Communicator: Exceptional ability to translate complex technical "plumbing" into a compelling commercial ROI for C-suite stakeholders.
- Strong collaboration and interpersonal skills: Ability to quickly build trust and strong relationships with internal stakeholders- sales, deployments, CSMs, PMs, designers, and engineers.
- Client-centric: a genuine interest in delivering results for customers
- Self-starter that can both identify and solve problems
- Analytical ability - Be entrepreneurial by taking a data-based approach.

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