Deal Operations & Sales Strategy Analyst, Addepar
Investment portfolio management platform
Job no longer available
Investment portfolio management platform
1001+ employees
Job no longer available
1001+ employees
Company mission
To bring data, technology and people together to help investors make better, more informed decisions.
Role
Who you are
- Bachelor’s Degree or equivalent experience in a quantitative subject area (e.g., Statistics, Math, Finance, Engineering, Sciences)
- 4+ years in a deal operations, sales operations, or revenue operations role focusing on optimizing the sales cycle. Hands-on experience with Salesforce and sales reporting tools is required
- Strong quantitative skills, including the ability to analyze large datasets, identify trends, and provide actionable insights to improve sales performance and operational efficiency. Proficiency in Excel/Google Sheets, as well as familiarity with BI tools such as Looker or other analytics platforms, is a plus
- You understand how operational excellence drives business outcomes and are motivated to continuously optimise sales processes for better efficiency and revenue growth
- You are focused on improving and automating sales processes to ensure deals are executed quickly and accurately while minimizing manual effort and friction
- Experience working within Salesforce, CPQ systems, and related tools to track deals, forecast sales, and manage reporting
- You thrive in a cross-functional environment and can effectively partner with diverse teams to drive initiatives forward. You can influence stakeholders and align teams on common goals
- You are organized and detail-oriented, and you can manage multiple projects simultaneously in a fast-paced environment. You take ownership of your responsibilities and proactively seek solutions to operational challenges
- You have excellent written and verbal communication skills and can present complex ideas or data-driven insights to technical and non-technical stakeholders
What the job involves
- Addepar is seeking a Deal Operations & Sales Strategy Analyst to join our GTM Strategy and Operations team.
- This hybrid role will focus on optimising sales processes, supporting deal flow, and working closely with sales leadership to drive operational excellence.
- You will manage key operational functions across the sales lifecycle, work to improve data integrity and reporting and support strategic sales initiatives designed to accelerate revenue growth
- Sales Operations Support: Manage key aspects of the sales cycle, including deal flow, pricing, and approvals. Collaborate with sales, finance, and legal teams to optimize processes and remove friction in the deal-making process
- Sales Performance & Analytics: Analyze sales pipeline data and key performance metrics, providing insights to leadership on opportunities for growth, process improvement, and resource allocation
- Process Optimization: Identify bottlenecks and inefficiencies in the sales cycle and implement process improvements to drive deal velocity and sales productivity
- Cross-Functional Collaboration: Work closely with sales, finance, legal, and product teams to ensure alignment and efficient handoffs between departments throughout the deal lifecycle
- Reporting & Data Hygiene: Maintain accurate data across systems, ensuring Salesforce and other sales tools are up-to-date. Build and maintain dashboards to track sales performance, deal health, and other key metrics
- Stakeholder Management: Build strong relationships with key internal stakeholders, guide them through the deal process, address operational challenges, and ensure alignment on priorities
- Sales Enablement & Training: Create process documentation and train sales teams on best practices, tools, and workflows to ensure effective deal execution
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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