Sr. Enterprise Sales Engineer

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role We are currently seeking a Senior Enterprise Sales Engineer to join our team. As a strategic partner throughout the sales process, you will lead high-stakes engagements with C-Suite executives and global stakeholders, architecting how Addepar’s vertically integrated platform transforms complex legacy operations into modern, AI-driven ecosystems. You bring a mastery of financial software to help our prospects and large relationships contextualize Addepar as a mission-critical component of their long-term business strategy. You will work with our Account Executives to drive the technical side of the sales cycle, focusing on AI-driven workflows and data integration. Internally, you will work with teams to ensure our prospects are abreast of the product development, workflows, and use cases at Addepar. You are an inspirational leader where other internal teams can rely on and prospects seek guidance from! Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $146,000 - $182,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. What You’ll Do Strategic Advisory: Act as the lead domain authority for global, multi-billion dollar opportunities, partner with account executives to design complex deal structures and multi-year expansion roadmaps Platform & AI Evolution: Guide existing clients through the modernization of their workflows. You’ll demonstrate how migrating to a platform or adopting Addepar’s AI-powered insights creates a vertically integrated ecosystem that outpaces their current setup Business Transformation Discovery: Conduct executive-level discovery to identify systemic business inefficiencies, mapping them to a holistic technical vision that incorporates AI, data lakehouses, and third-party integrations Demo Construction: Design and build tailored demo environments, run end-to-end proof-of-concepts including the ingestion of client data to showcase the platform’s value Enterprise Account Growth: Lead technical executive reviews and expansion executions for our largest existing relationships, identifying and delivering new platform value that directly drives incremental ARR Technical Sales Support: Manage the technical portions of the sales cycle, including responding to RFPs/RFIs and coordinating with internal product and engineering teams Sales Engineering Leadership: Act as a force multiplier by mentoring, establishing and refining sales playbooks, and institutionalizing standards for demos and technical validation Who You Are Experience: 5+ years in Sales Engineering or Solutions Architecture, with a proven history of closing your company’s highest revenue generating deals and navigating global enterprise procurement AI Evangelist & Strategist: Deep fluency in AI-driven software and modern data ecosystems. You are equally adept at pitching high-impact use cases to external stakeholders as you are at pushing technical boundaries internally. You know how to translate “data strategy” for a CTO, “efficiency” for a COO, applicability for an advisor and champion AI-first workflows to uplevel the sales team Strategic External Partner: You possess the confidence to guide high-stakes technical engagements and the experience to lead executive reviews for c-suite stakeholders and can navigate differing opinions Architectural Mindset: While you can “roll up your sleeves,” you excel at high-level systems design, understanding how Addepar integrates into massive, multi-vendor legacy architectures and can clearly articulate value along the way Market Thought Leader: Beyond understanding asset classes, you are a student of the industry. You understand where global wealth management is heading and can position Addepar as the only platform capable of meeting future platform and market demands Revenue-Minded Engineer: You see the technical journey as a means to a business end. You are intellectually curious and equally skilled at connecting technical milestones to tangible business value and ARR growth throughout the entire lifecycle of a relationship Data Lakehouse: understanding workflows embedded and concept of integrating complex data sets. Education: Bachelor’s Degree required while other certifications such as the CFA, CFP and Masters Degree are a plus Travel: Flexibility to travel on short notice (10-20%) Our Values Act Like an Owner