Addepar
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Coordinate successful implementation and enhancement of Business Systems technology and software solutions. Lead end-to-end project management for software implementations, collaborate with internal stakeholders and 3rd party vendors, monitor project budget and resources, and promote a culture of innovation and continuous improvement.
Responsible for managing and leading client renewals and upsell opportunities, overseeing a diverse book of business, building relationships with C-suite executives, driving revenue growth, and exceeding sales targets. Must have strong account management experience and excellent communication skills. Previous experience in Financial Services or Fintech/Software is preferred.
Seeking a Senior Revenue Manager to oversee revenue accounting, reporting, and team management. Responsibilities include revenue management, reporting oversight, transaction processing, technical documentation, cross-functional collaboration, internal controls, team management, process optimization, audit support, and FP&A partnership. Must have 5+ years of experience in finance/accounting roles.
Experienced event manager needed to plan and execute events for Addepar's marketing team. Must have creativity, strategic thinking, and a passion for marketing and events. Salary range is $78,000 - $123,000 per year, plus bonus, equity, and benefits.
Support Addepar's calculations functionality, define feature requirements, generate examples, answer queries, and test new features and enhancements related to financial calculations.
Seeking an Account Executive to grow new ARR for RIA's, Single and Multi-Family Offices, and Private Banks. Responsibilities include strategic sales planning, lead management, prospecting, and travel. Requires 4+ years experience in software sales, selling SaaS products in finance, achievement of quotas, Salesforce proficiency, and strong communication skills.
Seeking a Sr. Machine Learning Engineer for the Alternatives Data Management team at Addepar. Responsibilities include designing, building, and training machine learning models, evolving machine learning pipeline, optimizing code, and documenting software functionality. Requires proficiency in machine learning methodologies, AWS SageMaker, Google Cloud ML, TensorFlow, Pytorch, Python, R, and experience with data processing tools.
Addepar is seeking a Senior Software Developer to contribute to the development and improvement of their authentication and access management platform, and connectivity solutions. Responsibilities include designing, developing, and implementing high-quality software solutions, collaborating with different teams, writing clean code, performing code reviews, optimizing software performance, and staying updated with industry trends.
Design, build, and iterate on web-based applications for alternatives data professionals. Implement responsive UIs, maintain engineering solutions, lead project priorities and achievements, collaborate with machine learning engineers, and work with product managers.
The Sr. Account Executive - Institutions at Addepar will manage consultative sales cycles with Institutional Asset Allocator prospects, develop strategies to grow new annual recurring revenue, and lead efforts to achieve quota and secure multi-year client contracts. This role involves working in a cross-functional environment with various teams to deliver trusted and scalable solutions for clients in the wealth management and asset management sector.
As an Enterprise Account Executive at Addepar, you will manage consultative sales cycles with Enterprise Banks, National Wealth Managers, and Wirehouses to provide products to that vertical. You will develop and execute strategies to grow new annual recurring revenue and advise Institutional clients.
Seeking a Product Marketing Manager to drive acquisition, engagement, and retention of priority customer segments. Will collaborate with product, sales, and go-to-market teams to optimize the full-funnel experience and accelerate growth. Responsibilities include championing the customer, developing product positioning, and crafting the product roadmap to position products and brand effectively.
Addepar is seeking a Financial Planning Analyst to join our FP&A Team. Responsibilities include supporting the close process, designing financial planning models, leading a lane of company expenses or revenue, building dashboards, and providing ad-hoc financial analysis. The role offers a salary range of $90,000 - $141,000 per year plus bonus and benefits.
As an Enterprise Solutions Consultant, you will lead the design and oversight for new clients onboarding to the Addepar platform, ensuring the best solutions fit their unique requirements. You will collaborate with internal teams and take a hands-on approach to solving problems to ensure client success.
As an Enterprise Solutions Consultant at Addepar, you will lead the design and oversight for new clients onboarding to the Addepar platform, ensuring compatibility with other products and services within the ecosystem. You will work collaboratively with internal teams, prioritize project delivery, and drive process improvements.
Seeking a Portfolio Data Analyst to integrate client portfolio investment data into Addepar's portfolio management products. Responsibilities include analyzing data from external providers, working with engineering and product management teams, and contributing to data solutions.
Lead a team of engineers, collaborate with cross-functional teams, and expand skills to manage a global engineering organization.
The Sr. Client Success Manager at Addepar is responsible for managing some of the company's largest and most sophisticated clients, ensuring they derive maximum value from the platform. This role involves cultivating long-term relationships, providing strategic oversight throughout the client journey, and developing success plans.
Seeking a Sales Engineer to lead presentations with C-Suite and other key operational resources, provide in-depth understanding of product advantages, assist in building resources for the sales team, and support Account Executives throughout the sales process.
Seeking a Senior Strategy and Marketing Programs Manager to lead key initiatives, collaborate with cross-functional teams, analyze market trends, and enhance organizational productivity. This role requires strong strategic planning, project management, and relationship-building skills.