Sr. Enterprise Sales Engineer

About the role

Addepar is seeking a Senior Enterprise Sales Engineer to support its enterprise sales efforts from the London office. This role involves working closely with the sales team to provide technical expertise and product demonstrations to prospective enterprise clients. The Senior Enterprise Sales Engineer helps translate client business needs into technical requirements and supports the full sales cycle with deep product knowledge. Candidates will engage with financial institutions and wealth management firms to showcase how Addepar's platform addresses their investment management challenges and contributes to revenue growth in the UK and European markets.

Key facts

Location: UK

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What you'll do

• Support the enterprise sales team by delivering technical product demonstrations to prospective clients in London and surrounding regions.
• Collaborate with account executives to understand client investment management workflows and identify how Addepar's platform can address their needs.
• Prepare and deliver tailored presentations that highlight the technical capabilities of Addepar's investment management software for enterprise audiences.
• Respond to detailed technical questions from prospects and existing clients regarding platform functionality, integrations, and data handling.
• Work with the product team to gather client feedback and communicate feature requests that emerge during the sales process.
• Assist in the creation of sales collateral, including technical white papers, case studies, and solution briefs for enterprise prospects.
• Participate in client meetings and discovery sessions to understand technical environments and map Addepar's capabilities to client infrastructure.
• Provide post-sale technical support during the onboarding phase to ensure a smooth transition from sales to implementation.
• Coordinate with engineering teams to address custom integration requirements and technical proof-of-concept requests from enterprise clients.
• Stay current with industry trends in investment management technology and financial services to inform the sales strategy and client conversations.
• Lead technical discovery calls with prospective clients to evaluate their current systems and identify gaps that Addepar can fill.
• Partner with the marketing team to develop targeted messaging for specific verticals within the financial services industry.

Requirements

• Bachelor's degree in computer science, engineering, or a related technical field is required for this position.
• Several years of experience in a sales engineering or technical pre-sales role within the financial technology or investment management sector.
• Demonstrated ability to communicate complex technical concepts to both technical and non-technical audiences with clarity and confidence.
• Strong understanding of investment management workflows, portfolio accounting, and financial data structures is expected.
• Experience supporting enterprise-level sales cycles that involve multiple stakeholders and extended procurement timelines.
• Comfort with travel within the UK and occasionally internationally to meet with clients and attend industry events.
• Proven track record of building trusted relationships with senior technical and business stakeholders at financial institutions.
• Ability to manage multiple concurrent opportunities and prioritize tasks in a fast-paced enterprise sales environment.
• Familiarity with financial services regulatory frameworks and compliance considerations relevant to investment management software.
• Track record of successfully closing technical sales opportunities or contributing to deal wins in a complex enterprise setting.

Nice to have

• Experience with financial data platforms or portfolio management systems in a prior sales engineering or technical role.
• Familiarity with API integrations and data pipeline architectures relevant to investment management workflows and reporting.
• Background in wealth management or private banking technology environments, ideally within a software vendor context.
• Previous exposure to selling software solutions into the asset management, hedge fund, or family office sector.

Skills & tools

• Strong presentation and storytelling skills for conveying technical value propositions to enterprise buyers.
• Proficiency with CRM platforms and sales automation tools to track opportunities and manage client interactions.
• Experience with SQL or query languages for extracting and analyzing data during client demonstrations.
• Knowledge of cloud-based software deployment models and SaaS architecture principles.
• Familiarity with financial data standards and investment reporting formats used in the industry.
• Ability to quickly learn and master new software products and technical architectures as needed.

Practical notes

• This role is based in Addepar's London office and requires on-site presence during standard business hours.
• The hiring process includes multiple rounds of interviews with both sales leadership and technical team members.
• Candidates should be prepared to discuss specific examples of past sales engineering engagements and client outcomes.
• Addepar values candidates who bring a genuine interest in financial technology and investment management innovation.
• Applications should be submitted through the Addepar careers portal with a resume and cover letter detailing relevant experience.
• The expected start date for this position is flexible, with consideration given to candidates available within a reasonable onboarding window.

About the company

Addepar, Inc. is a cloud based American wealth management software platform for RIAs specializing in data aggregation, analytics, and portfolio reporting. Addepar's clientele is primarily high-net-worth and ultra-high-net-worth individuals and companies.