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Salary: USD 146,000 - 182,000 / annual
Addepar is a global data and AI platform serving 1,400+ firms managing nearly $9 trillion in assets across 60 countries. The company unifies portfolio, market, and client data to deliver AI-powered insights within investment and client workflows, integrating with 650+ software, data, and consulting partners.
As Senior Enterprise Sales Engineer, you will be a strategic technical partner throughout the sales cycle, leading high-stakes engagements with C-Suite executives and global stakeholders. You will architect how Addepar's vertically integrated platform transforms complex legacy operations into modern, AI-driven ecosystems.
Key responsibilities include:
• Strategic Advisory: Lead domain authority for multi-billion dollar opportunities; partner with account executives to design complex deal structures and multi-year expansion roadmaps for global clients.
• Platform & AI Evolution: Guide existing clients through workflow modernization, demonstrating how migrating to Addepar's platform or adopting AI-powered insights creates a vertically integrated ecosystem.
• Business Transformation Discovery: Conduct executive-level discovery to identify systemic inefficiencies and map them to holistic technical vision incorporating AI, data lakehouses, and third-party integrations.
• Demo Construction: Design and build tailored demo environments; run end-to-end proof-of-concepts including client data ingestion to showcase platform value.
• Enterprise Account Growth: Lead technical executive reviews and expansion executions for largest existing relationships, identifying and delivering new platform value that drives incremental ARR.
• Technical Sales Support: Manage technical portions of sales cycle, including RFPs/RFIs, and coordinate with internal product and engineering teams.
• Sales Engineering Leadership: Act as force multiplier by mentoring, establishing sales playbooks, and institutionalizing standards for demos and technical validation.
You will work with Account Executives to drive the technical side of the sales cycle, focusing on AI-driven workflows and data integration. Internally, you will ensure prospects understand product development, workflows, and use cases at Addepar. You are an inspirational leader where internal teams can rely on you and prospects seek guidance.
Travel: 10-20% flexibility required.
REQUIREMENTS:
• 5+ years in Sales Engineering or Solutions Architecture with proven history of closing highest revenue-generating deals and navigating global enterprise procurement
• Deep fluency in AI-driven software and modern data ecosystems; ability to translate data strategy for CTOs, efficiency for COOs, and champion AI-first workflows
• Confidence to guide high-stakes technical engagements and lead executive reviews for C-suite stakeholders
• Architectural mindset: excel at high-level systems design, understanding how Addepar integrates into massive multi-vendor legacy architectures
• Industry thought leadership: understand asset classes and where global wealth management is heading; position Addepar as platform meeting future demands
• Revenue-minded approach: connect technical milestones to tangible business value and ARR growth throughout relationship lifecycle
• Understanding of data lakehouse workflows and integrating complex data sets
• Bachelor's Degree required; CFA, CFP, or Master's Degree a plus
• Must be legally authorized to work in the United States without requiring visa sponsorship
