Senior Sales Strategy and Operations Analyst, Addepar
$95-149k
+ Bonus + Equity
Investment portfolio management platform
Job no longer available
Investment portfolio management platform
1001+ employees
Job no longer available
$95-149k
+ Bonus + Equity
1001+ employees
Company mission
To bring data, technology and people together to help investors make better, more informed decisions.
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 around $9 trillion of assets serving over 1,400 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. It appointed new leadership members from companies like Oracle and Amazon Web Services. A Series G investment in 2025 is helping further accelerate its momentum as it continues to innovate its suite of solutions.
Steph
Company Specialist at Welcome to the Jungle
Insights
15% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
May 2025
$230m
SERIES G
Nov 2021
$130m
LATE VC
Total funding: $872.8m
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
Company HQ
Midtown East, New York, NY
Leadership
Eric Poirier
(CEO)Prior to joining Addepar in 2013, Eric spent over 6 years at Palantir Technologies as a Director. They also spent over 3 years at Lehman Brothers working in Fixed Income Analytics.
Bob Pisani
(CTO)Bob joined Addepar in 2020 as a VP of Engineering, moving into the role of Senior VP of Engineering in 2023 and CTO in 2024. Previously, they were a Solutions Architecture for Private Equity at Amazon Web Services and also spent 13 years at Schonfeld Strategic Advisors in various roles, including Head of Development and CTO.
Eric Daniels
(CFO/COO)Prior to joining Addepar in 2022, Eric was the CFO at Real Capital Analytics and NRC National Response Corporation as well as the CFO/COO at AutomativeMastermind.
Janeen A. France
(Chief Client Officer)Janeen joined Addepar in 2020 as a Director/Co-Head of Account Management, since then, they have held several VP/SVP roles and moved into the role of Chief Client Officer in 2025. Previously, they were an Independent Consultant and worked in Trading Operations & Client Service Strategy at J.P. Morgan Private Bank.
Peter O'Brien
(CRO)Peter joined Addepar in 2014 as a Senior Sales Executive, since then, they have held a number of Director/Senior Director, VP/SVP roles, and moved into the role of CRO in 2025.
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