Addepar is a global data and AI platform empowering investment professionals to turn complex ... They are seeking a highly consultative and deeply knowledgeable Sr. Sales Engineer to act as a ...
56 Addepar Sales Jobs Hiring Near You
Addepar is a global data and AI platform empowering investment professionals to turn complex ... They are seeking a highly consultative and deeply knowledgeable Sr. Sales Engineer to act as a ...
Sr. Sales Engineer
New York, NY · On-site +1
$146K - $182K/yr
Who We Are Addepar is a global data and AI platform empowering investment professionals to turn ... We are seeking a highly consultative and deeply knowledgeable Sr. Sales Engineer to become a vital ...
Sr. Sales Engineer
New York, NY · On-site +1
$146K - $182K/yr
Who We Are Addepar is a global data and AI platform empowering investment professionals to turn ... We are seeking a highly consultative and deeply knowledgeable Sr. Sales Engineer to become a vital ...
Sales Enablement Specialist
New York, NY · On-site
$68K - $106K/yr
Who We Are Addepar is a global data and AI platform empowering investment professionals to turn ... Ideal candidates will have a background in Sales, Sales Enablement, Customer Education, or ...
Sales Enablement Specialist
New York, NY · On-site
$68K - $106K/yr
Who We Are Addepar is a global data and AI platform empowering investment professionals to turn ... Ideal candidates will have a background in Sales, Sales Enablement, Customer Education, or ...
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. The Sales Enablement - Tech Specialist will be ...
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. The Sales Enablement - Tech Specialist will be ...
Sr. Sales Engineer
New York, NY · On-site +1
$146K - $182K/yr
Addepar takes a market-based approach to pay. A successful candidate's starting pay will be ... Sales Process Support: Serve as the product domain expert, supporting Account Executives and their ...
Sr. Sales Engineer
New York, NY · On-site +1
$146K - $182K/yr
Addepar takes a market-based approach to pay. A successful candidate's starting pay will be ... Sales Process Support: Serve as the product domain expert, supporting Account Executives and their ...
Sales Enablement Specialist
New York, NY · On-site
$68K - $106K/yr
At Addepar, you ensure all systems associated with a GTM role are running smoothly. You will play a ... Ideal candidates will have a background in Sales, Sales Enablement, Customer Education, or ...
Sales Enablement Specialist
New York, NY · On-site
$68K - $106K/yr
At Addepar, you ensure all systems associated with a GTM role are running smoothly. You will play a ... Ideal candidates will have a background in Sales, Sales Enablement, Customer Education, or ...
Sr. Manager / Director, GTM Strategy & Planning
New York, NY · On-site
$184K - $230K/yr
You'll establish the operational objectives for your function and partner closely with senior leaders across Sales, Finance, Product, and Marketing to align planning efforts to Addepar's strategic ...
Sr. Manager / Director, GTM Strategy & Planning
New York, NY · On-site
$184K - $230K/yr
You'll establish the operational objectives for your function and partner closely with senior leaders across Sales, Finance, Product, and Marketing to align planning efforts to Addepar's strategic ...
Sr. Solutions Engineer- Institutions
New York, NY · On-site +1
$146K - $182K/yr
... Addepar as a mission-critical component of their long-term business strategy. You will work with Senior Account Executives to drive the technical side of the sales cycle. Internally, you will work ...
Sr. Solutions Engineer- Institutions
New York, NY · On-site +1
$146K - $182K/yr
... Addepar as a mission-critical component of their long-term business strategy. You will work with Senior Account Executives to drive the technical side of the sales cycle. Internally, you will work ...
Client Success Manager
$69K - $107K/yr
The Role The Key & Strategic Client Success Management (CSM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures ...
Client Success Manager
$69K - $107K/yr
The Role The Key & Strategic Client Success Management (CSM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures ...
Sr. Account Executive - Institutions
New York, NY · On-site
$128K - $160K/yr
You will lead full-cycle consultative sales, shape go-to-market strategy, collaborate cross-functionally with global teams, and build trusted relationships that will define Addepar's future in the ...
Sr. Account Executive - Institutions
New York, NY · On-site
$128K - $160K/yr
You will lead full-cycle consultative sales, shape go-to-market strategy, collaborate cross-functionally with global teams, and build trusted relationships that will define Addepar's future in the ...
Account Executive - Core
$108K - $120K/yr
We are seeking an experienced, quota-carrying sales performer who is looking to help grow Addepar to be the financial platform for the Finance Industry. The Account Executive will be responsible for ...
Account Executive - Core
$108K - $120K/yr
We are seeking an experienced, quota-carrying sales performer who is looking to help grow Addepar to be the financial platform for the Finance Industry. The Account Executive will be responsible for ...
Business Development Representative
New York, NY · On-site
$75K - $105K/yr
The Role Addepar is looking for a high-energy, results-driven Business Development Representative to join our Business Development & Sales organization. Working very closely with Sales and key ...
Business Development Representative
New York, NY · On-site
$75K - $105K/yr
The Role Addepar is looking for a high-energy, results-driven Business Development Representative to join our Business Development & Sales organization. Working very closely with Sales and key ...
Sr. Account Executive - Enterprise
$149K - $223K/yr
The Role Addepar's Enterprise Sales team partners with some of the largest wealth management firms in the U.S. and globally, including many listed on the Barron's Top 40. As an Enterprise Account ...
Sr. Account Executive - Enterprise
$149K - $223K/yr
The Role Addepar's Enterprise Sales team partners with some of the largest wealth management firms in the U.S. and globally, including many listed on the Barron's Top 40. As an Enterprise Account ...
Client Success Manager
$69K - $107K/yr
The Role The Key & Strategic Client Success Management (CSM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures ...
Client Success Manager
$69K - $107K/yr
The Role The Key & Strategic Client Success Management (CSM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures ...
Sr. Account Executive - Key Accounts
$128K - $160K/yr
... Addepar grow new annual recurring revenue and advise our mid-tier clients while managing our top existing client base. This role works in a cross-functional environment with Marketing, Pre-sales ...
Sr. Account Executive - Key Accounts
$128K - $160K/yr
... Addepar grow new annual recurring revenue and advise our mid-tier clients while managing our top existing client base. This role works in a cross-functional environment with Marketing, Pre-sales ...
Implementation Project Manager
New York, NY · On-site
$11K - $14K/mo
... Sales Engineering, Client Success & Account Management, Solutions Architecture, Data Solutions, Product, Engineering, and C-suites. Addepar takes a market-based approach to pay. A successful ...
Implementation Project Manager
New York, NY · On-site
$11K - $14K/mo
... Sales Engineering, Client Success & Account Management, Solutions Architecture, Data Solutions, Product, Engineering, and C-suites. Addepar takes a market-based approach to pay. A successful ...
Implementation Project Manager
Salt Lake City, UT · On-site
$11K - $14K/mo
... Sales Engineering, Client Success & Account Management, Solutions Architecture, Data Solutions, Product, Engineering, and C-suites. Addepar takes a market-based approach to pay. A successful ...
Implementation Project Manager
Salt Lake City, UT · On-site
$11K - $14K/mo
... Sales Engineering, Client Success & Account Management, Solutions Architecture, Data Solutions, Product, Engineering, and C-suites. Addepar takes a market-based approach to pay. A successful ...
Sr. Account Executive - Key Accounts
$128K - $160K/yr
... Addepar grow new annual recurring revenue and advise our mid-tier clients while managing our top existing client base. This role works in a cross-functional environment with Marketing, Pre-sales ...
Sr. Account Executive - Key Accounts
$128K - $160K/yr
... Addepar grow new annual recurring revenue and advise our mid-tier clients while managing our top existing client base. This role works in a cross-functional environment with Marketing, Pre-sales ...
ADM Solutions Consultant (SLC)
Salt Lake City, UT · On-site
$74K - $90K/yr
... Addepar teams including our Data, Product, Client Management, and Sales teams. They must possess a deep understanding of our target markets and the clients we serve. They are passionate about ...
ADM Solutions Consultant (SLC)
Salt Lake City, UT · On-site
$74K - $90K/yr
... Addepar teams including our Data, Product, Client Management, and Sales teams. They must possess a deep understanding of our target markets and the clients we serve. They are passionate about ...
Sr. Account Executive - Institutions
$128K - $160K/yr
You will lead full-cycle consultative sales, shape go-to-market strategy, collaborate cross-functionally with global teams, and build trusted relationships that will define Addepar's future in the ...
Sr. Account Executive - Institutions
$128K - $160K/yr
You will lead full-cycle consultative sales, shape go-to-market strategy, collaborate cross-functionally with global teams, and build trusted relationships that will define Addepar's future in the ...
Addepar Jobs Information
What is it like to work at Addepar?
Addepar is a technology company that prioritizes innovation and collaboration, fostering a culture of open communication and teamwork among its employees. The company's mission-driven approach is reflected in its work environment, where employees are encouraged to contribute to the development of cutting-edge financial technology solutions that empower wealth management professionals. Working at Addepar may appeal to candidates who are passionate about technology and finance, and who are looking for a dynamic and challenging work environment that offers opportunities for growth and professional development.
What makes Addepar an attractive place to work?
Addepar is a leading fintech company that provides a comprehensive wealth management platform, positioning itself at the forefront of the industry's digital transformation. The company's workplace is characterized by a culture of innovation, collaboration, and stability, with a focus on delivering cutting-edge solutions and fostering a supportive team environment. Joining Addepar offers opportunities for professionals to make a meaningful impact, drive growth, and develop their skills in a dynamic and rapidly evolving field.
What are the most popular job types at Addepar?
What are the most popular jobs at Addepar?
What are the most popular categories at Addepar?
Job description
Job Summary:
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. They are seeking a highly consultative and deeply knowledgeable Sr. Sales Engineer to act as a domain expert, leading presentations for C-Suite executives and key operational stakeholders, ensuring prospects are fully informed about Addepar’s product development and workflows.
Responsibilities:
• Serve as the product domain expert, supporting Account Executives and their prospects throughout the entire sales lifecycle.
• Provide in-depth product knowledge to customers and prospects, clearly highlighting Addepar's differentiating advantages and capabilities over competitors.
• 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.
• Coordinate internal product and technical resources for prospect meetings.
• 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).
• Contribute to the institutionalization of knowledge for current and future Account Executives by assisting in the creation of sales resources.
• Periodically advise existing customers on technical matters, product roadmap navigation, and opportunities for service or product upsells.
Qualifications:
Required:
• 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%+).
Company:
Addepar is a financial software company that provides a platform for aggregating, analyzing, and reporting investment portfolios. Founded in 2009, the company is headquartered in New York, USA, with a team of 1001-5000 employees. The company is currently Late Stage.
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. They are seeking a highly consultative and deeply knowledgeable Sr. Sales Engineer to act as a domain expert, leading presentations for C-Suite executives and key operational stakeholders, ensuring prospects are fully informed about Addepar’s product development and workflows.
Responsibilities:
• Serve as the product domain expert, supporting Account Executives and their prospects throughout the entire sales lifecycle.
• Provide in-depth product knowledge to customers and prospects, clearly highlighting Addepar's differentiating advantages and capabilities over competitors.
• 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.
• Coordinate internal product and technical resources for prospect meetings.
• 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).
• Contribute to the institutionalization of knowledge for current and future Account Executives by assisting in the creation of sales resources.
• Periodically advise existing customers on technical matters, product roadmap navigation, and opportunities for service or product upsells.
Qualifications:
Required:
• 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%+).
Company:
Addepar is a financial software company that provides a platform for aggregating, analyzing, and reporting investment portfolios. Founded in 2009, the company is headquartered in New York, USA, with a team of 1001-5000 employees. The company is currently Late Stage.
About Addepar
Sourced by ZipRecruiter
Industry
Software development
Company size
501 - 1,000 Employees
Headquarters location
Mountain View, CA, US
Year founded
2008