Sales Engineer
Sales Engineer
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1 Vacancy
Job Description
Who We Are
Addepar is a global technology and data company that helps investment professionals provide the most informed precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries Addepars platform aggregates portfolio market and client data for over $7 trillion in assets. Addepars open platform integrates with more than 100 software data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley New York City Salt Lake City Chicago London Edinburgh and Pune.
The Role
Addepar is expanding into Switzerland and we are seeking a Sales Engineer to join our growing European team. Based in Geneva you will be a key technical and consultative resource throughout the sales process helping us establish and strengthen our presence in this dynamic market. You will work closely with senior stakeholders including Csuite executives to demonstrate the value of Addepars solutions ensuring alignment with the needs of Swiss wealth managers family offices private banks and asset managers.
Your role will involve engaging with a diverse range of prospects and markets across the UHNW wealth management industry providing insights into our products advantages and capabilities. You will act as a bridge between our Sales Services Product Engineering and Data teams ensuring the sales team stays informed about product developments workflows and use cases.
Strategically you will contribute to developing resources and tools to enhance the sales teams knowledge base. We are looking for someone who is an excellent communicator highly organised and deeply knowledgeable about investment management. Ideally you will have experience working with Addepar clients and be familiar with deployment tools and processes.
The ideal candidate is a creative problemsolver and thought leader who thrives in a collaborative entrepreneurial environment. You will play a critical role in driving improvements and contributing to the success of Addepar in the EMEA region.
What Youll Do
- Act as a trusted technical and consultative resource during the sales process guiding Swiss and European prospects in understanding how Addepar fits their business.
- Support senior Sales Engineers and Sales Executives throughout the sales process by providing expertise on Addepars product data platform and implementation approach
- Assist with completing RFPs and RFIs
- Coordinate with internal product and technical teams to support prospect calls and meetings
- Highlight and communicate the unique benefits of Addepar compared to competitors by demonstrating a deep understanding of the product client workflows and the financial industry
- Lead Proof of Concept initiatives: understand client requirements load client data and design customised demo environments to showcase the Addepar experience
- Design tailored solutions to address clients business needs mitigating risks in future implementations by outlining comprehensive approaches to meet their requirements
- Collaborate on the creation of Statements of Work (SOW) and budget estimates and liaise with teams including Professional Services Data Implementation Project Management Support Finance and Legal
Who You Are
- Several years of experience in financial services including roles in FinTech deployment sales engineering solutions architecture product management and/or financial platforms
- Familiarity with the Swiss financial landscape including regulatory considerations and client expectations will be a significant advantage
- Experience with SaaS companies in similar roles such as deployments or product engineering with an interest in transitioning to sales
- Strong understanding of modern software architecture and financial concepts
- Exceptional verbal and written communication skills with the ability to engage stakeholders at all levels both internally and externally
- Proficient in managing multiple tasks processes and deliverables for various prospective clients
- Skilled at managing complex projects relationships and timelines
- Flexibility to travel as needed
- Familiarity with database concepts cloud infrastructure security SQL Python and APIs
- Bachelors degree preferred (Computer Science Mathematics or Engineering background is a plus)
- Fluency in English as well as French and/or German
Our Values
- Act Like an Owner Think and operate with intention purpose and care. Own outcomes.
- Build Together Collaborate to unlock the best solutions. Deliver lasting value.
- Champion Our Clients Exceed client expectations. Our clients success is our success.
- Drive Innovation Be bold and unconstrained in problem solving. Transform the industry.
- Embrace Learning Engage our community to broaden our perspective. Bring a growth mindset.
In addition to our core values Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas experiences skill sets perspectives backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process to perform essential job functions and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email text and social media. The imposters are creating misleading email accounts conducting remote interviews and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions please reach out to .
Employment Type
Full Time
