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Sr. Sales Engineer - Institutions at Addepar - ApplyBlast

Sr. Sales Engineer - Institutions

Addepar

4 months ago

3.9 on Glassdoor

New York, NY

Hybrid

Full Time

Senior

0 applicants

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About this role

Addepar is seeking a seasoned Senior Sales Engineer to establish and grow its institutional vertical by leading high-stakes engagements with C-Suite executives in the investment management industry. This strategic partner role involves designing complex deal structures, guiding clients through platform modernization, and managing the technical aspects of the sales cycle, including demonstrations and proof-of-concepts.

Responsibilities

Lead high-stakes engagements with C-Suite executives and key stakeholders
Design and build tailored demo environments and custom proof-of-concepts
Partner with account executives to design complex deal structures
Mentor teammates and establish standards for technical validations
Conduct executive-level discovery to identify systemic business inefficiencies

Skills

Qualifications

Bachelor's DegreeCFACFPMaster's Degree

About Addepar

addepar.com

Headquarters

New York, New York, United States

Company Size

501-1000 employees

Founded

2009

View Profile

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Its platform aggregates and normalizes multi-custodial and alternative-asset data, offering portfolio analytics, customizable reporting, and investor-ready dashboards for wealth managers, family offices, private banks, and institutions. Addepar's Data Exchange (ADX) further enables enterprise-wide data governance, AI and machine learning workflows, and seamless integration with warehouses, CRMs, and operational systems to drive data-driven decision-making at scale.