Addepar is hiring a

Sr. Sales Engineer (London)

London, United Kingdom

Who We Are

Addepar’s purpose is to maximize the positive impact of the world’s capital. More than 700 of the world’s leading financial services firms trust Addepar to unlock the power and possibility of informed, data driven investing and advice. These family offices, wealth managers, banks and institutions use Addepar’s purpose-built SaaS platform and associated Marketplace to deliver exceptional value to their clients in a modern, scalable and secure way. 

Our clients use Addepar to manage and advise on more than $3.5 trillion in assets, and we’ve been adding more than $15 billion per week for many consecutive quarters, making us one of the fastest growing companies in fintech. Our board and investors are some of the best in the business: D1 Capital, WestCap, 8VC and Valor Equity Partners have led our last few rounds. 

We’re now expanding Addepar’s business around the globe, with clients in more than 25 countries. We’re constantly doubling down on tech- and data-fueled innovation, and our product and platform roadmap is more ambitious today than ever. We place our clients at the center of everything we do, and see a virtually unlimited set of opportunities to expand our client footprint and deepen the value we can unlock by building together. 

Addepar is a Forbes Fintech 50 company and an honored member of the CB Insights Fintech 250. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City and Edinburgh, Scotland.

*Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.

The Role

We are currently seeking a Senior Sales Engineer to join our UK team! As a Sales Engineer, you are a key technical and consultative resource throughout our sales process. Sales Engineers bring deep knowledge of financial software and the implementation process, to help our prospects understand the Addepar product fit. As a single-threaded point of contact, you will collaborate closely with our Services, Product, Engineering, and Data teams to ensure our sales executives are abreast on the product development, workflows, and use cases at Addepar.

Tactical objectives include: collaborating with a variety of prospects and markets spanning the UHNW wealth management industry to provide an in-depth understanding of the product advantages and capabilities. Other projects include leading client presentations with Executive level prospects to help deliver the value of Addepar. Strategically, you will assist in building out resources for the sales team to institutionalize the knowledge for our current and future sales executives. Our ideal candidate will have outstanding communication skills, well-organized with a deep understanding of investment management, and an expert in the use of Addepar.

What You’ll Do

  • Support senior "SEs" and Sales Executives with prospective clients throughout the entire sales process by acting as the domain expert on the Addepar product, data platform, and implementation process
  • Assist our Sales Team with the completion of RFPs & RFIs
  • Assist Sales Team in coordinating appropriate internal product and technical resources for prospect calls and meetings
  • Highlight and communicate the differentiating benefits of the Addepar solution vs. the competition by demonstrating knowledge of the Addepar product, client workflows, and financial industry domain
  • Support the sales effort with “Proof of Concepts”
  • Understand prospective clients' key business requirements, load client data, and design custom demo environments to help clients conceptualize their future Addepar experience
  • Support in designing solutions for prospective clients to address their current business needs. De-risk future implementation projects by outlining and validating a comprehensive approach to address client requirements
  • Assist with the creation of the Statement of Work (SOW), budgetary estimates, and work with key internal teams (Professional Services including Data, Implementation Project Managers, Support, Finance, and Legal)

Who You Are

  • 6+ years of demonstrated experience in the Financial Services space including roles in FinTech deployment, sales engineering, solutions architecture, product experience, and financial platforms
  • Bachelor's Degree (Computer Science, Mathematics, and/or Engineering field a plus)
  • Worked at prior SaaS companies in similar roles such as deployments, product, engineering
  • Understanding of modern software architecture
  • Effective oral and written communicator with the ability to collaborate with members at all levels of an organization, both internally and externally
  • Ability to multi-task and track processes for numerous prospective clients
  • Ability to lead complex projects, relationships, and timelines
  • Flexible to travel on short notice (At least 25% for in office, 35% if remote)
  • Knowledge of database concepts, cloud infrastructure, security, SQL, Python, and APIs!

Our Values 

  • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
  • Build Together - Collaborate to unlock the best solutions. Deliver lasting value. 
  • Champion Our Clients - Exceed client expectations. Our clients’ success is our success. 
  • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. 
  • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. 

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.

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