# Sr. Sales Engineer - Institutions

**Company:** [Addepar](https://hotfix.jobs/companies/addepar)
**Location:** New York, NY
**Role:** Sales Engineering
**Experience:** 7+ years
**Skills:** Sales Engineering, Solutions Architecture, Ai-Driven Software, Data Lakehouse, Modern Software Architecture, Database Concepts, API Integrations, Enterprise Sales, Poc Construction, Rfp/Rfi Management
**Posted:** 2026-06-22

> Lead technical sales engagements for institutional clients, designing POCs, guiding AI and data modernization, and driving enterprise deal structures as a domain expert in investment management.

## Job Description

## What You'll Do

- **Strategic advisory**: Act as the lead domain authority for fund managers, institutional allocators, and OCIOs. Partner with Account Executives to design complex deal structures and multi-year expansion roadmaps.
- **Platform and AI evolution**: Guide prospects and clients through the modernization of their workflows. Demonstrate how migrating to the platform or adopting Addepar's AI-powered insights creates a vertically integrated ecosystem that outpaces their current setup.
- **Business transformation discovery**: 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.
- **Demo & POC construction**: Design and build tailored demo environments. Run end-to-end, custom proof-of-concepts (POCs) including the ingestion of client data to showcase the platform's value.
- **Enterprise account growth**: Lead technical executive reviews for our largest existing relationships, identifying and delivering new platform value that directly drives incremental ARR.
- **Technical sales**: Manage the technical portions of the sales cycle, including POCs, RFPs and RFIs, Statements of Work, and budgetary estimates.
- **Cross-functional alignment**: Professional Services, Data, Implementation, Support, Finance, and Legal, as well as internal product and engineering teams.
- **Sales engineering leadership**: Mentor teammates, establish and refine sales playbooks, and institutionalize standards for demos and technical validation.

## Who You Are

- **Experience**: 7+ years in Sales Engineering or Solutions Architecture with a proven history of closing high-revenue enterprise deals and navigating global enterprise procurement.
- **Industry knowledge**: Deep domain expertise in investment management and analysis across LPs and GPs. You understand where the industry is heading and can position Addepar accordingly.
- **AI fluency**: Deep fluency in AI-driven software and modern data ecosystems. You can translate "data strategy" for a CTO and "efficiency" for a COO, while having multi-threaded discussions with investment teams — and champion AI-first workflows internally.
- **Executive presence**: Confidence to guide high-stakes technical engagements and lead executive reviews for C-Suite stakeholders, navigating differing opinions.
- **Architectural mindset**: You excel at high-level systems design, understanding how Addepar integrates into multi-vendor legacy architectures and can clearly articulate value throughout.
- **Revenue-minded engineer**: You connect technical milestones to tangible business value and ARR growth across the full lifecycle of a relationship.
- **Data Lakehouse**: Understanding of workflows embedded in and the concept of integrating complex data sets.
- **Technical foundation**: Knowledge of modern software architecture, database concepts, and API integration.
- **Communication**: Effective oral and written communicator, able to work with all levels of an organization internally and externally.
- **Education**: Bachelor's degree required. CFA, CFP, or Master's degree a plus.
- **Travel**: Flexibility to travel on short notice (10–20%).

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