The Role\n\nWe are currently seeking a Sales Engineer to join our team. As the key consultative resource throughout our sales process, you will be leading presentations with C-Suite and other key operational resources. You bring a deep knowledge of financial software to help our prospects contextualize the Addepar solution fit.\n\nYou will work with our Account Executive teams to ensure our prospects are abreast of the product development, workflows, and use cases at Addepar. You are a creative problem solver, self-starter, and a thoughtful voice to motivate change as part of an outstanding sales organization!\n\nTactical objectives include: collaborating with a variety of prospects, to provide an in-depth understanding of Addepar's product advantages and capabilities. Strategically, you will assist in building out resources for the Sales team to institutionalize the knowledge for our current and future Account Executives. The successful candidate will be an outstanding communicator, consultative, and very well-organized with a deep understanding of investment management.\n\nAddepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.\n\nThe current range for this role is $93,000 - $116,000 (base salary)  + bonus + equity + benefits. \n\nYour recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.\nWhat You’ll Do\n\n\n* Support Account Executives and their prospects throughout the entire sales process by acting as the domain expert on the Addepar products\n\n* Advise firms periodically on technical matters to optimize, upsell services and products; navigate product roadmap\n\n* Coordinate appropriate internal product and technical resources for prospect calls and meetings\n\n* Highlight and communicate the differentiating benefits of Addepar vs. the competition\n\n* Support the sales effort with “Proof of Concepts”\n\n* Understand prospective client key business requirements, load client data, and design custom demo environments to help clients conceptualize their future Addepar experience\n\n* Assist with the creation of the Statement of Work (SOW) as needed, budgetary estimates, and work with key internal teams (Professional Services including Data, Implementation Project Managers, Support, Finance, and Legal)\n\n* Assist our Account Executives with the completion of RFPs & RFIs.\n\n\n\nWho You Are\n\n\n* 3+ years of demonstrated experience in the Financial Services space including roles in FinTech deployment, sales engineering, solutions architecture, product experience, and financial platforms\n\n* Bachelor's Degree\n\n* Worked at prior SaaS companies in similar roles such as deployments, product, engineering, and/or client success\n\n* Knowledge of modern software architecture and database concepts\n\n* Effective oral and written communicator with the ability to work with members at all levels of an organization, both internally and externally\n\n* Ability to multi-task and track processes and work for numerous prospective clients\n\n* Ability to lead sophisticated projects, relationships, and timelines\n\n* Flexible to travel on short notice (20%+)\n\n* [Bonus] API exposure/knowledge is a plus!\n\n\n \n\n#Salary and compensation\n No salary data published by company so we estimated salary based on similar jobs related to Design, SaaS, Travel, API, Sales and Engineer jobs that are similar:\n\n $65,000 — $112,500/year\n
\n\n#Benefits\n 💰 401(k)\n\n🌎 Distributed team\n\n⏰ Async\n\n🤓 Vision insurance\n\n🦷 Dental insurance\n\n🚑 Medical insurance\n\n🏖 Unlimited vacation\n\n🏖 Paid time off\n\n📆 4 day workweek\n\n💰 401k matching\n\n🏔 Company retreats\n\n🏬 Coworking budget\n\n📚 Learning budget\n\n💪 Free gym membership\n\n🧘 Mental wellness budget\n\n🖥 Home office budget\n\n🥧 Pay in crypto\n\n🥸 Pseudonymous\n\n💰 Profit sharing\n\n💰 Equity compensation\n\n⬜️ No whiteboard interview\n\n👀 No monitoring system\n\n🚫 No politics at work\n\n🎅 We hire old (and young)\n\n
\n\n#Location\nSalt Lake City, Utah, United States

\nAs a VP of Customer Success You Will:\n\nPlan, build and lead a new Customer Success team at MANTL, integrating with our existing Account Management function, and managing the relationships and commercial success of our diverse and growing customer base of Regional and Community Banks and Credit Unions. You and your team will build high fidelity, consultative engagements with our customers, maintain executive and operational customer relationships - with success measured in gross/net revenue retention, logo retention, add-on sales (whether directly owned or through partnership with our existing Sales team) and overall customer engagement.\n\nYou will build strong internal partnerships at MANTL with our Product, Sales, Service Delivery and other divisions within the company to drive successful customer outcomes. You will be a stronger leader in bringing the voice of the customer to bear on decision making across the company. You will partner with the Chief Customer Officer on bringing our user community and customer advisory board to life.\n\nAbout You: \n\n\n* You have a passion for building reliable, scalable, right-sized, and well-documented systems and services for supporting MANTL's products, as well as an interest in exploring new technologies\n\n* Be a strong team player - with a focus on what gets accomplished over who gets the credit\n\n* An experienced and empathetic people leader who cares about building diverse teams with multiple strengths and passions\n\n* A passion for the customer and relationships\n\n\n\n\nWe Are Looking For: \n\n\n* 10+ years overseeing Customer Success, Account Management, and/or Sales\n\n* Proven ability to deliver customer success using multiple approaches (ie, high-touch, low-touch, tech-touch)\n\n* Experience establishing and managing C-Suite relationships\n\n* Knowledge of banking or fintech is a plus\n\n* Willingness to travel up to 50%\n\n\n\n\nWhat We Offer:\n\n\n* Competitive salary ranging from $250,000 to $265,000 depending on overall experience and level.\n\n* Equity\n\n* 100% covered medical, dental and vision insurance for employees & 50% coverage for families\n\n* Unlimited PTO\n\n* Remote setup allowance of $400\n\n* Creative and fun team-building events (improv, chocolate and wine tasting, happy hours)\n\n* Mental health and wellness programs\n\n* 100% Remote\n\n* And more!\n\n\n\n\nWho is MANTL?\n\nMANTL is a fast-growing remote FinTech SaaS company on a mission to build technology that will help America’s financial institutions and their communities thrive. Think Shopify, but purpose-built for community banks and credit unions. Our modern banking software helps level the playing field for smaller banks and credit unions by enabling them to grow digitally.\n\nOur deposit origination platform is widely considered best-in-class in our industry, showing clear and material performance beyond any of our competitors. Check out what our CEO has to say about MANTL’s impact here.\n\nOur investors include CapitalG, Point72, ClockWork, and BoxGroup.\n\nThe MANTL Culture\n\nJoining MANTL means joining an ambitious and exceptional team that solves complex problems every day.\n\nPeople are our most important asset and the top reason we love working at MANTL. We're a group of passionate technologists who support an accountable, transparent, and collaborative culture that fosters productive and engaging discussions. We want to work with inclusive people who understand the importance of treating their colleagues exceptionally well.\n\nMANTL is an Equal Opportunity Employer. We do not discriminate against qualified applicants or employees on the basis of race, color, religion, gender identity, sex, sexual preference, sexual identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, military status, or any other characteristic protected by federal, state, or local law, rule, or regulation.\n\nThis employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.\n\n  \n\n#Salary and compensation\n No salary data published by company so we estimated salary based on similar jobs related to SaaS and Sales jobs that are similar:\n\n $55,000 — $100,000/year\n
\n\n#Benefits\n 💰 401(k)\n\n🌎 Distributed team\n\n⏰ Async\n\n🤓 Vision insurance\n\n🦷 Dental insurance\n\n🚑 Medical insurance\n\n🏖 Unlimited vacation\n\n🏖 Paid time off\n\n📆 4 day workweek\n\n💰 401k matching\n\n🏔 Company retreats\n\n🏬 Coworking budget\n\n📚 Learning budget\n\n💪 Free gym membership\n\n🧘 Mental wellness budget\n\n🖥 Home office budget\n\n🥧 Pay in crypto\n\n🥸 Pseudonymous\n\n💰 Profit sharing\n\n💰 Equity compensation\n\n⬜️ No whiteboard interview\n\n👀 No monitoring system\n\n🚫 No politics at work\n\n🎅 We hire old (and young)\n\n
\n\n#Location\nNew York City, New York, United States

This position defines the overall Access Softek solution for the customer and makes presentations on all aspects of company products and services. Assists the sales staff in assessing the potential application of company products and services to meet customer needs. Prepares detailed product specifications for the purpose of selling high-end products and solutions. Conducts customer needs analysis. Is comfortable presenting, teaching, and training in front of groups. Is able to clearly explain the value proposition of the Access Softek product portfolio. Assists sellers in creating demand for products. Requires a high degree of technical competency to respond to customer needs and to discuss product capabilities and applications with technical users/buyers. Customarily and regularly engaged at client facilities and delivers high-impact presentations leveraging strong technical skills.\n\nResponsibilities:\n\n- Supports highly complex and high value accounts exercising wide latitude to determine objectives and approaches\n- Gains access and manages relationships with senior-level executives and IT decision-makers\n- Services new approaches/methods to selling OmniChannel/client products and services\n- Verifies operability of highly complex product and service configuration within the customer’s environment that addresses critical issues\n- Identifies and allocates roles and responsibilities required to support the account team\n- Synthesizes market, industry, and competitor data to anticipate how external factors will influence the position of the solution and makes decisions that impact the long-term success of the business.\n- Creates formal networks internally and externally with industry experts and key decision-makers Leverages third-party and/or the Channel to create and position the solution\n- Leveraged as coach/mentor to others Provides customer/industry/market insight to internal leaders and cross-functional groups\n-Qualifies the most complex sales opportunities in the terms of customer technical requirements, competition, decision-making process, and funding \n- Presents the design and value of the proposed solution and business case to customers, prospects, and management at the executive level\n\nEssential Requirements\n\n- Bachelor's degree in Business, MIS, Math, Computer Science; Engineering preferred\n- 5+ years of relevant experience or equivalent combination of education and work experience. \n- Understanding the US Financial Institution market is a plus.\n- Self-motivated individuals with a strong drive for results\n- The candidate must be able to work independently, with especially strong written and oral communication skills\n- Familiarity with core banking systems, mobile applications, and payments.\n\nBenefits:\n\nWe offer highly competitive salaries, bonus programs, world-class benefits, and unparalleled growth and development opportunities — all to create a compelling and rewarding work environment.\n\nAbout the company:\n\nAccess Softek is a rapidly-growing financial software company with 30 years of industry experience. Our apps are in use by over 450 financial institutions, helping them to reach millions of members and shape communities across the country. With offices in Berkeley, New York, and Salt Lake City, our team members enjoy a supportive yet fast-paced challenging environment.\n\nCome work for a company where every voice is heard, every idea encouraged, and every suggestion for lunchtime tacos graciously accepted.\n\n \n\n#Salary and compensation\n No salary data published by company so we estimated salary based on similar jobs related to Sales, Engineer, Backend, Front End, Education and Mobile jobs that are similar:\n\n $67,500 — $120,000/year\n
\n\n#Benefits\n 💰 401(k)\n\n🌎 Distributed team\n\n⏰ Async\n\n🤓 Vision insurance\n\n🦷 Dental insurance\n\n🚑 Medical insurance\n\n🏖 Unlimited vacation\n\n🏖 Paid time off\n\n📆 4 day workweek\n\n💰 401k matching\n\n🏔 Company retreats\n\n🏬 Coworking budget\n\n📚 Learning budget\n\n💪 Free gym membership\n\n🧘 Mental wellness budget\n\n🖥 Home office budget\n\n🥧 Pay in crypto\n\n🥸 Pseudonymous\n\n💰 Profit sharing\n\n💰 Equity compensation\n\n⬜️ No whiteboard interview\n\n👀 No monitoring system\n\n🚫 No politics at work\n\n🎅 We hire old (and young)\n\n