# Sr. Sales Engineer

**Company:** [Addepar](https://hotfix.jobs/companies/addepar)
**Location:** New York, NY
**Role:** Sales Engineering
**Experience:** 7+ years
**Skills:** Sales Engineering, Solutions Architecture, Financial Services, Fintech, Investment Management, Software Architecture, Database Concepts, Data Lakehouse, API, SaaS
**Posted:** 2026-06-23

> Serve as the technical product expert supporting Account Executives through the full sales lifecycle, including POCs, RFPs, and client optimization for a financial SaaS platform. Requires 7+ years in financial services or FinTech and a bachelor's degree.

## Job Description

## What You’ll Do

**Sales Process Support:** Serve as the product domain expert, supporting Account Executives and their prospects throughout the entire sales lifecycle.

**Technical Consultation:** Provide in-depth product knowledge to customers and prospects, clearly highlighting Addepar's differentiating advantages and capabilities over competitors.

**Proof of Concept & Customization:** Support sales efforts with "Proof of Concepts" (POCs). Load prospective client data and design custom demo environments to demonstrate the future Addepar experience based on their specific business requirements.

**Internal Coordination:** Coordinate internal product and technical resources for prospect meetings.

**Documentation & Estimates:** Assist Account Executives with the completion of RFPs & RFIs, and help create Statements of Work (SOW), budgetary estimates, coordinating with key internal teams (Professional Services, Data, Implementation Project Managers, Support, Finance, and Legal).

**Strategic Resource Building:** Contribute to the institutionalization of knowledge for current and future Account Executives by assisting in the creation of sales resources.

**Client Optimization (Periodic):** Periodically advise existing customers on technical matters, product roadmap navigation, and opportunities for service or product upsells.

## Who You Are

- 7+ 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.
- An effective oral and written communicator, able to work with all organizational levels, internally and externally.
- 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%+).

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