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

The Role\n\nLeafLink seeks a Retail Account Manager to join our growing team. You will work directly with our retail clients, Account Executives, and various internal teams to guide our retail customers’ success on LeafLink through the adoption of our marketplace and financial service solutions. We’re looking for someone with a successful track record of building deep relationships with retailers to expand our reach and deepen our engagement. You will work with a cross-functional team to not only push retail engagement with LeafLink’s platform but to contribute to LeafLink’s overall success. You will also work with our seller account management team, partnering to deliver success in accounts specializing in manufacturing cannabis brands and retail. As the voice of the customer for our retailers, you will collect and share feedback with internal stakeholders, helping to shape the future strategy for the buy-side of LeafLink’s marketplace. You will also provide strategic guidance that reflects best practices, technical expertise, and industry acumen.\n\nThis role is highly collaborative. You are a good fit for this position if you are a proactive self-starter who is comfortable with change, enjoys a fast pace, an excellent communicator, and can juggle many tasks and deadlines.\nWhat You’ll be Doing \n\n\n* Serve as the key Retail Account Management team member on your book of business, working together with Account Executives and other solution line specialists to grow the customer’s adoption and loyalty across all aspects of the LeafLink platform\n\n* Be a trusted LeafLink partner to the retail book of business and help retailers become successful by demonstrating the opportunities available through LeafLink’s marketplace & financial service solutions\n\n* Take accountability for the success of your LeafLink customers, their satisfaction, and the value they get from LeafLink’s marketplace & financial service solutions by taking their perspective and business needs as priority\n\n* Constantly strive to expand your retail clients’ LeafLink usage and adoption through thoughtful outreach, training, customer check-ins, and meetings\n\n* Proficient in cross-selling and upselling by effectively identifying and capitalizing on opportunities to offer additional services to retailers, resulting in increased revenue and enhanced customer satisfaction\n\n* Develop and manage multi-layer relationships with the cannabis industry’s largest retailers, identifying potential new opportunities with partners and ensuring those relationships support key growth, monetization, and product initiatives of the company\n\n* Strive to meet your quarterly goals comprising of retail engagement & adoption metrics and your cross-sell and upsell quotas\n\n* Leverage data to identify gaps that retail clients may have in running their businesses as efficiently as possible on LeafLink, and act on providing solutions to help them improve\n\n* Become a LeafLink platform expert, following all new product releases and identifying high-priority updates to customers\n\n* Ensure client satisfaction and long-term loyalty, manage client expectations, and solicit and act on client feedback\n\n* Contribute to standardized customer engagement sequences as the key member of the client’s account team\n\n* Work closely with our Sales, Marketing, Product, and Support teams to deliver exceptional client experiences and be the true voice of the retail marketplace solution & financial services customer.\n\n* Track and follow up on high priority Product tickets to ensure timely resolution\n\n* Track all retail customer updates, status changes, and touchpoints through Salesforce CRM\n\n* Maximize usage of all Account Management tools to their full potential to support positive customer relationships\n\n* Identify opportunities to improve our current processes, tools, reporting, and documentation\n\n* Willingness to travel up to 30% of the time.\n\n\n\nWhat You’ll Bring to the Team\n\n\n* Business degree or equivalent professional experience preferred.\n\n* 3+ years of experience in a consultative customer-facing role with an enterprise software or FinTech SaaS organization.\n\n* 3+ years communicating technical software including feature demonstrations, functionality overviews, and best practice sharing with VIP, technical, and non-technical end users\n\n* A solid understanding of the current landscape in the legalized Cannabis industry\n\n* Proficiency in operational payment cycles and inventory management\n\n* Exceptional communication, interpersonal, and presentation skills\n\n* Track record of building and maintaining strong customer relationships virtually as well as in person\n\n* Strong ability to facilitate meetings with customers and users of various levels of professional seniority and technical skill\n\n* You have a track record of achieving and exceeding your targets.\n\n* Problem solver and builder mindset with a strong ability to work cross-functionally to deliver results\n\n* You are a successful self-starter who can provide pioneering suggestions from your in-market experience and customer relationships\n\n* You possess the ability to excel in a fast-paced startup, and you thrive in a dynamic environment that is constantly evolving and changing\n\n* Proficient in Salesforce\n\n* Preferred experience with Salesloft, Sigma, and/or other advanced analytics tools \n\n\n\nLeafLink Perks & Benefits\n\n\n* Flexible PTO - you’re going to be working hard so enjoy time off with no cap!\n\n* A robust stock option plan to give our employees a direct stake in LeafLink’s success\n\n* 5 Days of Volunteer Time Off (VTO) - giving back is important to us and we want our employees to prioritize cultivating a better community\n\n* Competitive compensation and 401k\n\n* Comprehensive health coverage (medical, dental, vision)\n\n* Commuter Benefits through our Flexible Spending Account\n\n\n\n\nLeafLink’s employee-centric culture has earned us a coveted spot on BuiltInNYC’s Best Places to Work for in 2021 list. Learn more about LeafLink’s history and the path to our First Billion in Wholesale Cannabis Orders here. \n\n#Salary and compensation\n No salary data published by company so we estimated salary based on similar jobs related to SaaS and SaaS jobs that are similar:\n\n $60,000 — $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
\n\n#Location\nNew York City, New York, United States