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Sr. Sales Engineer

🕒 4 days ago
Sales EngineeringFinancial ServicesTechnical ConsultationProof Of Concept

📜 Description

  • 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, highlighting Addepar's advantages over competitors.
  • Support sales efforts with Proof of Concepts (POCs) and design custom demo environments based on client requirements.
  • Coordinate internal product and technical resources for prospect meetings.
  • Assist with RFPs & RFIs, and help create Statements of Work (SOW) and budgetary estimates.
  • Advise existing customers on technical matters and opportunities for service or product upsells.

🛠️ Requirements

  • 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%+).

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