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As a Client Success Manager at Addepar, you will drive client success throughout the post-sales lifecycle. Your role involves understanding client needs, advocating for them internally, and ensuring they maximize the value from the Addepar platform, thus impacting overall client retention and adoption. You will collaborate with various teams to provide exceptional client support and develop success plans to identify opportunities for optimization and cross-selling.
As Regional People Operations Manager, you'll lead the People Operations for the Americas at Addepar. Responsibilities include overseeing compliance, managing the employee lifecycle, collaborating with different teams, optimizing processes, and utilizing data to improve operational efficiency, all while managing a team that supports employee needs.
The Marketing Operations Analyst focuses on optimizing lead lifecycle reporting and processes. Responsibilities include building reporting frameworks, enhancing data infrastructure, collaborating with marketing and sales teams, maintaining the marketing tech stack, creating dashboards, and automating workflows to drive data-driven decisions.
The Sr. Manager in R&D Operations will lead R&D initiatives, manage a team of Technical Program Managers, coordinate with Product Managers for planning processes, and maintain communication with executive leaders. The role focuses on driving efficiency, risk management, and supporting strategic goals within the R&D organization.
As a Product Manager at Addepar, you will drive the product vision for a data lake house platform, working closely with clients to assess data needs, and oversee the product lifecycle from conception to launch. Collaboration with data engineers and scientists is key for ensuring product performance and scalability.
The Business Development Officer for Custodian Relationships manages and expands partnerships with Wealth Tech consulting teams at custodians, driving sales and referrals. This role involves educating collaborators about Addepar’s products, establishing processes for business development, and supporting sales pipelines.
As a Sales Engineer at Addepar, you'll guide investment professionals through the sales process by presenting solutions, advising on technical matters, and collaborating with internal teams. You'll create custom demo environments, participate in resource development for the sales team, and facilitate successful client engagements.
The Navigator Product Adoption Specialist will lead initiatives to increase the adoption of the Navigator software by training clients on best practices, developing technical solutions, sharing product features, and working closely with internal teams to improve client relationships and drive engagement.
As a Sr. Account Manager, you will drive revenue growth through client relationships, sales strategies, and effective use of Salesforce. You will collaborate with the Client Engagement & Success Management team to ensure client satisfaction and exceed sales quotas, while maintaining accurate pipeline management.
The Strategic Account Executive will manage consultative sales cycles with large RIAs and Family Offices, develop strategies to grow annual recurring revenue, and work across departments to provide scalable solutions while achieving sales quotas and fostering client relationships.
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