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, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s 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

We are excited to announce a unique opportunity to join Addepar as our first Sales Engineer in the UAE. This role is pivotal in establishing our presence in the region and supporting our growing team in EMEA. As a Sales Engineer, you will be a key technical and consultative resource throughout the sales process, partnering with prospective clients to demonstrate how Addepar’s solutions can create meaningful value for their businesses.
Your role will involve engaging with high-net-worth wealth management firms and other key stakeholders in the financial sector. You will provide expert insights into the advantages and capabilities of Addepar’s platform, helping clients envision how our technology can transform their operations. As a bridge between Sales, Services, Product, Engineering, and Data teams, you will ensure the sales team remains aligned with the latest product developments and client needs.
This is a groundbreaking opportunity for someone with a deep understanding of financial technology, excellent communication skills, and a passion for delivering value to clients. You will be key in building resources and infrastructure to support sales efforts in the region and beyond.

WHAT YOU’LL DO

• Serve as a trusted advisor during the due diligence, guiding prospects on how Addepar’s platform aligns with their business needs and ensuring a strong mutual fit.
• Support senior sales engineers and sales executives throughout the sales process with in-depth expertise in Addepar’s product, data platform, and implementation approach.
• Assist with the preparation and completion of RFPs and RFIs.
• Coordinate with internal teams to support technical discussions and ensure seamless communication during prospect calls and meetings.
• Communicate Addepar’s unique benefits by showcasing a thorough understanding of our platform, client workflows, and the financial sector.
• Lead “Proof of Concept” initiatives: understand client requirements, load data, and create tailored demo environments to illustrate the potential of Addepar’s solutions.
• Design customised solutions to address client needs, ensuring that future implementation projects are planned and de-risked effectively.
• Collaborate on drafting Statements of Work (SOW) and budget estimates and liaising with key teams, including Professional Services, Data, Implementation, Support, Finance, and Legal.