About this role
Addepar is seeking a senior sales engineer to act as a domain expert, support the sales process, and provide technical consultation to prospective clients in the financial services industry. The role involves creating customized demos, coordinating internal resources, and aiding in client onboarding and success.
Required Skills
- Sales Engineering
- Financial Software
- Product Presentation
- Data Lakehouse
- API
- Solution Architecture
- Customer Success
- Demo Environments
- Proposal Writing
- Data Management
About Addepar
addepar.comAddepar is an investment portfolio management platform that aggregates complex, multi-custodial and alternative-asset data to give advisors, family offices, and institutions a consolidated view of holdings and performance. It provides normalization, analytics, customizable dashboards, and investor-ready reporting to simplify portfolio oversight and client communication. The platform also offers APIs and integrations, scenario modeling, and tools designed to improve data accuracy and decision-making at scale.
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