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Sr. Enterprise Sales Engineer

Addepar

London

On-site

GBP 100,000 - 125,000

Full time

30+ days ago

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Job summary

An innovative technology and data company seeks a dynamic individual to drive sales and client engagement within the financial sector. In this pivotal role, you will leverage your expertise in financial software and SaaS solutions to lead presentations and coordinate complex sales cycles with high-profile clients. You will collaborate closely with account executives to communicate the value of Addepar’s offerings, ensuring prospects are well-informed about product innovations. This is an exciting opportunity to be part of a forward-thinking organization that values collaboration, client success, and continuous learning, all while making a significant impact in the financial services industry.

Qualifications

  • Several years of experience in Financial Services, particularly in FinTech deployment.
  • Domain expertise in wealth management and software implementation.

Responsibilities

  • Lead presentations and product demonstrations for enterprise accounts.
  • Coordinate cross-functional teams for implementation and growth.

Skills

Sales Engineering
Financial Software Knowledge
Effective Communication
Problem Solving
Project Management

Education

Experience in Financial Services
Experience in SaaS Companies

Job description

Who We Are

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune.

The Role

As the key consultative resource throughout our sales process, you will be leading presentations with C-Suite and other key operational resources. You bring a deep knowledge of financial software to help our prospects contextualise the Addepar solution fit.

You will work with our Sales team to ensure our prospects are abreast of the product innovation at Addepar. You are a creative problem solver, self-starter, and a thoughtful voice to motivate change within an outstanding sales organisation!

What You’ll Do

  • Technical sales point for highly strategic multimillion-dollar enterprise accounts.
  • Partner with account executives in communicating the value proposition across multiple products throughout sophisticated sales cycles.
  • Presentations, product demonstration, in-depth proof of concepts, and detailed discovery with multiple client personas: technical team, operations team, front-office, executives, and end-clients.
  • Coordinate large, cross-functional account teams driving initial implementation and growth opportunities.
  • Initiate and lead sophisticated projects to completion with a high level of execution.

Who You Are

  • Several years of experience in the Financial Services space including roles in FinTech deployment, sales engineering, solutions architecture, product experience, and financial platforms.
  • Worked at prior SaaS companies in similar roles such as deployments, product, engineering, and/or client success.
  • Lead complex engagements with 9-12 month sales cycles, across multiple stakeholders and teams.
  • Prior experience selling into private banks, general partners, and asset allocators (Sovereign Wealth Funds, Pension Funds, Endowments).
  • Domain expertise in wealth management, portfolio accounting/analysis, data integration, and software implementation.
  • Effective oral and written communicator with the ability to work with members at all levels of an organisation, both internally and externally.
  • Ability to multi-task and track processes and work for numerous prospective clients.
  • Flexible to travel on short notice (20%+).

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.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

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