Sales Strategy and Planning, Addepar
Addepar is a software and data platform for even the most complex investment portfolios.
Job no longer available
Addepar is a software and data platform for even the most complex investment portfolios.
1001+ employees
Job no longer available
1001+ employees
Company mission
Be the tech and data platform that connects the global investment ecosystem.
Role
Who you are
- 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
- 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 and Planning 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 optimisation, 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 organisation and provides exposure to senior executives
- 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 operationalising 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 optimise 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 blend analytical skills with innovative inquiry, incorporating insights from sales leaders
- Fuel your curiosity to uncover trends and deliver impactful insights that resonate across the entire organisational spectrum, shaping strategies, refining processes, and driving the organisation toward success
Salary benchmarks
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 analyse and visualise the data they need.
Addepar currently tracks around $6 trillion of assets serving over 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. It appointed new leadership members from companies like Oracle and Amazon Web Services. A Series G investment in 2025 will 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
- Remote Office Setup Allowance For New Hires & Connectivity Reimbursement
- Pension with Employer Contributions
- Wellness and VDU Wallets
- Bi-Annual Hackathons
Company HQ
Midtown East, New York, NY
Leadership
Joe Lonsdale
(Founder & Chairman)Currently Founder of 8VC and Palantir Technologies and Chairman of ONEHope Wine.
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