Sales Engineer

New York, NY · Remote · USD 122,000-153,000 · 3+ years experience · Remote · Posted Sep 29, 2026

At a glance

The Sales Engineer acts as a domain expert and vital resource within the sales organization, leading presentations for C-Suite executives and key stakeholders. This role involves partnering with Account Executives to position the Addepar solution by demonstrating product workflows and compelling use cases.

Serve as the product domain expert supporting Account Executives throughout the sales lifecycle
Provide in-depth product knowledge to highlight differentiating advantages over competitors
Support sales efforts with Proof of Concepts (POCs)
Load prospective client data and design custom demo environments
Coordinate internal product and technical resources for prospect meetings
Assist with the completion of RFPs and RFIs
Create Statements of Work (SOW) and budgetary estimates
Contribute to the institutionalization of knowledge by creating sales resources
Advise existing customers on technical matters, product roadmap navigation, and upsell opportunities

3+ years of relevant demonstrated experience in the Financial Services space
Prior experience in deployment, product, engineering, 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
Effective oral and written communication skills
Ability to manage and track processes across numerous prospective clients simultaneously
Proven ability to lead sophisticated projects and manage complex relationships
Flexibility to travel on short notice (20%+)