At a Glance
- Tasks: Support sales by showcasing how Addepar's solutions transform financial businesses.
- Company: Join a global leader in data and AI for investment professionals.
- Benefits: Competitive salary, inclusive culture, and opportunities for growth.
- Other info: Dynamic team environment with a focus on innovation and collaboration.
- Why this job: Be a key player in revolutionising the financial services industry.
- Qualifications: Experience in financial services and strong communication skills required.
The predicted salary is between 80000 - 100000 £ per year.
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets.
The Role
We are excited to expand Addepar’s footprint in the UK and are looking for a Sales Engineer to join our team in London. This is an exciting role in building on our success in the region, supporting our commercial efforts and collaborating with our team across the UK and EMEA, and partnering closely with global counterparts. You will serve as a critical technical and consultative resource throughout the sales process, working with prospective clients to show how Addepar’s solutions can deliver transformational value to their business.
As a Sales Engineer, you are a key technical and consultative resource throughout our sales process including leading client presentations at C-suite level prospects to help deliver the value of Addepar. You will bring a deep knowledge of financial software and implementation processes to help our prospects contextualize the Addepar product fit. Your tactical objectives are interfacing with a variety of prospects and markets spanning the UHNW wealth management industry to provide an in-depth understanding of the product advantages and capabilities. You will liaise regularly between our Services, Product, Engineering and Data teams to ensure our sales executives are abreast on the product development, workflows and use cases at Addepar. Strategically, you will assist in building out resources for the sales team to institutionalize the knowledge for our current and future sales executives.
Our ideal candidate is an exceptional communicator, very well organized with a deep understanding of investment management. You must be prepared to be a creative problem solver and vocal thought leader with a positive attitude and thoughtful voice to drive change and improvement as part of a premier organization within Addepar where an entrepreneurial and team player will thrive. Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.
What You’ll Do
- You will become a resource on both sides of the due diligence process to help the prospect understand how Addepar fits into their current business while ensuring they are the right fit for our technology.
- Support senior SEs and Sales Executives with prospective clients throughout the entire sales process by acting as the subject matter expert on the Addepar product, data platform, and implementation process.
- Assist our Sales Team with the completion of RFPs & RFIs.
- Assist Sales Team in coordinating appropriate internal product and technical resources for prospect calls and meetings.
- Highlight and communicate the differentiating benefits of the Addepar platform vs. the competition by demonstrating knowledge of the platform, client workflows, and financial industry domain.
- Support the sales effort with “Proof of Concepts”.
- Understand prospective clients' key business requirements, load client data, and design custom demo environments to help clients conceptualize their future Addepar experience.
- Support in designing solutions for prospective clients to address their current business needs.
- De-risk future implementation projects by outlining and validating a comprehensive approach to address client requirements.
- Assist with the creation of the Statement of Work (SOW), budgetary estimates, and work with key internal teams (Professional Services including Data, Implementation Project Managers, Support, Finance, and Legal).
Who You Are
- Several years of experience in the Financial Services space including roles in FinTech deployment, sales engineering, solutions architecture, product experience and financial platforms.
- Worked at prior SaaS companies in similar roles such as deployments, product, engineering looking to make transition to sales.
- Understanding of modern software architecture.
- Ability to grasp financial concepts.
- Effective oral and written communicator with the ability to interface with members at all levels of an organization, both internally and externally.
- Ability to multi-task and track processes and deliverables for numerous prospective clients.
- Ability to manage complex projects, relationships and timelines.
- Knowledge of database concepts, cloud infrastructure, security, SQL, Python and APIs.
- Bachelor's Degree (Computer Science, Mathematics and/or Engineering field a plus).
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.
Sales Engineer New London, UK employer: Addepar
Addepar is an exceptional employer that fosters a collaborative and innovative work culture, empowering employees to drive meaningful change in the financial services industry. With a strong commitment to professional growth, employees have access to diverse learning opportunities and the chance to work alongside talented teams across the globe. Located in London, the role of Sales Engineer offers a unique opportunity to engage with high-profile clients while contributing to a company that values ownership, client success, and continuous improvement.
StudySmarter Expert Advice🤫
We think this is how you could land Sales Engineer New London, UK
✨Leverage Your Network
In sales and business development, who you know can often be as important as what you know. Get involved with local networking events or industry meetups to connect with key players. Don't be shy—share your passion for the field and let folks know you're on the lookout for opportunities!
✨Show Your Skills Through Real-World Results
When targeting a full-time role like Sales Engineer New London, UK at Addepar, presenting tangible results from your previous sales experience can set you apart. Bring along case studies or examples of how you've closed deals or expanded accounts, and don't forget to showcase your problem-solving prowess. It’s all about quantifying your success!
✨Engage with Sales Communities
Dive deep into online sales communities, like Sales Hacker or LinkedIn groups dedicated to sales professionals. Engaging in discussions and sharing insights can boost your visibility and might just put you on the radar of hiring managers looking for fresh talent in business development.
✨Direct Applications Matter
While we all know the online application route, consider sending direct applications to companies you admire, including Addepar. Tailor your message to explain why you’re drawn to them and how you can contribute as a Sales Engineer New London, UK. Sometimes, a personal touch can grab attention faster than a generic application!
We think you need these skills to ace Sales Engineer New London, UK
Some tips for your application 🫡
Show Off Those Sales Skills:In your CV and cover letter, highlight any previous sales or business development experience you have. Use numbers and examples to showcase your achievements – did you exceed sales targets or bring in new clients? Make those accomplishments shine!
Tailor Your Message for Addepar:When writing your cover letter, make sure to tailor your message specifically for Addepar. Show that you know the company’s mission and how your skills align with their goals in the sales landscape. This personalised touch will grab their attention!
Keep It Professional Yet Engaging:Sales is all about relationships, so while you want to maintain professionalism in your application, don’t be afraid to let your personality shine through. Engage the reader and demonstrate your enthusiastic approach to sales and business development!
Proof of Performance:Include any relevant certifications or training you’ve undertaken in sales or negotiation tactics. If you’ve attended workshops or courses, list these to showcase your commitment to professional development. This extra touch can set you apart from the competition!
How to prepare for a job interview at Addepar
✨Know Your Sales Methodologies
Brush up on popular sales methodologies like SPIN Selling or Challenger Sales. Being able to discuss these techniques and how you've applied them will show Addepar that you understand the role and can hit the ground running in the sales game.
✨Demonstrate Your Deal-Making Skills
Prepare to share stories from your past experiences where you closed deals, overcame objections, or started new client relationships. We want to show Addepar that you’re not just about numbers but also about building lasting connections in business development.
✨Prepare for Role-Play Scenarios
In a full-time sales interview, don’t be surprised if they throw in a role-play exercise to test your pitching skills. Practising how you would pitch a product or handle an objection will help us shine in this simulation—think of it like a dress rehearsal for your future sales calls!
✨Align Your Goals with the Company’s Vision
Take a moment to reflect on how your career ambitions align with Addepar’s objectives. When we articulate how our personal growth ties in with the company’s goals, it shows commitment and a genuine interest in contributing to their success.
