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The Sr. Client Success Manager will oversee the post-sales lifecycle for Addepar's clients, ensuring they derive maximum value from the platform. This includes strategic guidance, client retention, and partnership management with account managers and cross-functional teams to drive client success and feedback.
As a Client Success Manager at Addepar, you will guide clients through the post-sales lifecycle, ensuring they maximize the value of the platform. This role involves deep understanding of clients’ needs, supporting them during implementation, and advocating on their behalf to enhance their experience and drive product adoption.
The Business Development Representative at Addepar will focus on generating and qualifying new business opportunities within assigned territories, collaborating closely with the Sales team. Responsibilities include creating target account lists, conducting discovery conversations, and achieving quarterly quotas. Ideal candidates will have a proactive approach and a passion for finance and technology.
As a Senior Software Engineer for Addepar, you will architect, implement, and maintain engineering solutions for data imports. You'll collaborate with product managers and engineers, mentor team members, and develop scalable distributed systems to handle large volumes of financial data.
The Sr. Backend Software Engineer will build quality software for core infrastructure at Addepar, driving innovation in a data-intensive, distributed service architecture. The role involves engagement in all aspects of the software development pipeline, focusing on scalability and support for other engineering teams.
The Senior Revenue Accountant will manage month-end close processes, conduct deal reviews, handle revenue recognition, analyze deferred revenue accounts, and improve accounting processes. Key responsibilities include ensuring compliance with US GAAP and collaborating on automation projects for revenue recognition.
The Senior Full-Stack Engineer will build a scalable billing system for wealth management firms and work closely with product and design teams. Responsibilities include mentoring junior engineers, advocating best practices, and collaborating to create feature-rich user experiences.
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.
The Account Executive is responsible for developing a strategic sales plan, managing lead qualification, and generating new relationships within named accounts in the finance industry. This role involves a significant amount of prospecting and requires travel to meet clients and attend events.
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.
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