Senior Sales Strategy and Operations Analyst, Addepar
$95-149k
+ Bonus + Equity
Addepar is a software and data platform for even the most complex investment portfolios.
Be an early applicant
Addepar is a software and data platform for even the most complex investment portfolios.
501-1000 employees
Be an early applicant
$95-149k
+ Bonus + Equity
501-1000 employees
Company mission
Be the tech and data platform that connects the global investment ecosystem.
Role
Who you are
- A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions
- Bachelor’s Degree or equivalent experience in a quantitative subject area (e.g. Statistics, Math, Finance, Engineering, Sciences)
- 4+ years of related experience in an analytical role such as Sales Strategy, Investment Banking, Management Consulting, and/or Venture Capital/Private Equity and a Bachelor's degree or equivalent experience; or 2+ years and a Master's degree
- Excellent quantitative analysis skills, creativity in problem-solving, and a keen business sense
- Experience track record of building high-quality and sophisticated models and presentations
- Exceptional attention to detail
- Strong work ethic and self-starter, and adapt to change within a fast-paced business environment
- Excellent interpersonal, written, and oral communication skills
- Proficiency in BI platforms for data extraction, analysis, and visualisation
- Experience with R, Python, Tableau (or similar analytical packages) a plus
What the job involves
- Addepar is looking for a dynamic Sales Strategy & Operations Senior Analyst to help support Addepar’s fast-growing sales team
- This role is a hybrid of traditional jobs in business analytics, sales operations, and finance – requiring a mix of go-to-market design, market analysis, sales optimization, strategy, and business operational support
- Join our dynamic and forward-thinking team to make a significant impact on our revenue growth journey!
- Success in this role means assisting the sales leaders to drive the continued success of Addepar by supporting our revenue growth strategy
- Projects range from building a scalable reporting infrastructure, evaluating market opportunities, supporting product growth strategies, sales pipeline analysis, and regular review of key performance metrics
- The role requires interaction with various areas of the organization and provides exposure to senior executives
- The ideal candidate comprehends the key elements that drive success in a Sales team, possesses a keen enthusiasm for data analysis to grasp the broader perspective, and excels at translating narratives into actionable strategies
- Addepar takes a market-based approach to pay
- Support extensive GTM planning processes and central initiatives through capacity planning, productivity review, market segmentation, territory carving, quota/incentive design, and more by applying expertise in data modeling and analysis
- Become the analytical powerhouse behind day-to-day operations, evaluating business performance through a data-centric lens
- Find opportunities for improvement and efficiency by operationalizing insights through the creation of robust processes and workflows
- Collaborate closely with go-to-market teams to provide insights and support on projects sought to boost revenue and improve sales productivity
- Triage and troubleshoot operational issues and optimize processes/infrastructure/systems for scale
- You will enable the regional teams with insights, analysis, processes, and tools providing thought leadership and input into global projects
- You will have the opportunity to combine analytical skills with process optimization, leveraging insights from sales leaders to enhance technical workflows and drive sales efficiency
- Fuel your curiosity to uncover trends and deliver impactful insights that resonate across the entire organizational spectrum, shaping strategies, refining processes, and driving the organization toward success
Our take
Investment advisers require speed, clarity and flexibility when managing client portfolios. Addepar is a wealth management software platform created with these requirements in mind. The platform aggregates portfolio, market, and client data in one place, allowing financial professionals to analyze and visualize the data they need.
Addepar currently tracks more than $4 trillion of assets with circa 800 clients including individual advisers, family offices, and large institutions such as AllianceBernstein, Bartlett Wealth Management, and Morgan Stanley.
The multi-unicorn company has been pursuing global expansion, opening its first office outside of the United States in Scotland in 2021 and a new London office in late 2022 and appointing new leadership members from the likes of Oracle and Amazon Web Services. Addepar is certainly gaining momentum as it expands operations and further innovates its suite of solutions.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 7 rounds)
Nov 2021
$130m
LATE VC
Jun 2021
$150m
SERIES F
Total funding: $642.8m
Company benefits
- Equity - Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar
- Global Hybrid Workforce - Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world
- Flexible Time Off - Spend time traveling, celebrating with friends and family or relax on your schedule
- Benefits Packages - Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy
- Learning & Development Allowance - Your continued growth and development are important to us
- Dynamic Team - Strong investment in the best talent at the intersection of technology and finance
- Remote Office Setup Allowance For New Hires & Connectivity Reimbursement
- Pension with Employer Contributions
- Wellness and VDU Wallets
- Bi-Annual Hackathons
Company values
- Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes
- Build Together - Collaborate to unlock the best solutions. Deliver lasting value
- Champion Our Clients - Exceed client expectations. Our clients’ success is our success
- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry
- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset
Company HQ
Old Mountain View, Mountain View, CA
Articles
Leadership
Joe Lonsdale
(Chairman)Currently Founder of 8VC and Palantir Technologies and Chairman of ONEHope Wine.
Salary benchmarks
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