Marketing Operations Analyst, Addepar
$89-139k
+ Bonus, Equity
Addepar is a software and data platform for even the most complex investment portfolios.
Open for applications
Addepar is a software and data platform for even the most complex investment portfolios.
501-1000 employees
Open for applications
$89-139k
+ Bonus, Equity
501-1000 employees
Company mission
Be the tech and data platform that connects the global investment ecosystem.
Role
Who you are
- Experience: 4+ years of experience in a related role with a Bachelor's degree or equivalent experience or 2+ years with a Master's degree
- Technical Skills: Strong understanding of lead lifecycle processes, lead scoring, and routing within marketing platforms (e.g., Marketo, Salesforce). Experience with marketing data analysis and reporting is essential
- Data-Driven: Analytical mindset with a proven ability to track and report on lead performance, identifying key trends and actionable insights
- Detail-Oriented: Ability to document and maintain clear processes and reporting structures and ensure data accuracy across the marketing funnel
- Collaborative: Strong interpersonal and communication skills with the ability to work effectively across marketing, sales, and technical teams
- Adaptable: Comfortable working in a fast-paced, dynamic environment with the ability to prioritize and manage multiple projects at once
What the job involves
- We are seeking a Marketing Operations Analyst with a strong focus on lead lifecycle reporting and optimization
- This role is ideal for a detail-oriented, analytical individual skilled in both strategic and tactical work
- You’ll leverage data insights to improve lead management, reporting frameworks, and marketing processes
- A key part of the role is to optimize workflows, create transparency in the lead lifecycle, and establish clear, documented processes that support data-driven decisions in a high-growth environment
- Lead Lifecycle Reporting: Build and maintain reporting frameworks for lead lifecycle, focusing on metrics like lead conversion, scoring, routing, and engagement. Track lead performance to spot trends and improvement areas
- Data Infrastructure & Attribution: Set up a reliable data infrastructure for scalable attribution across marketing and sales. Streamline data processes for accurate reporting and insights
- Cross-Functional Collaboration: Partner with performance marketing, product marketing, and sales teams to ensure accurate full-funnel lead reporting and provide insights to improve lead generation and management
- Optimize and Document Lead Processes: Enhance lead lifecycle processes like enrichment, scoring, routing, and conversion rate optimization, working with stakeholders to improve lead quality and funnel efficiency
- Marketing Tech Stack: Work with Marketing Operations to maintain the marketing tech stack, ensuring smooth integration between platforms like Marketo and Salesforce for reporting and data flow optimization
- Reporting & Dashboards: Create executive dashboards and reporting systems for lead management visibility, enabling data-driven strategic decisions for leadership
- Support Automation: Assist in automating marketing and lead management workflows to improve efficiency and scalability, ensuring alignment with business goals and reporting needs
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
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
Old Mountain View, Mountain View, CA
Leadership
Joe Lonsdale
(Chairman)Currently Founder of 8VC and Palantir Technologies and Chairman of ONEHope Wine.
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