Services Sales Architect

Who We Are

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.

The Role

The role of the Services Sales Consultant (SSC) is to help outline the best implementation journey for clients, through services from Addepar and Addepar-certified partners. They are up-to-date on implementation and adoption methodologies and ensure win-win scenarios are positioned for our clients and Addepar. They can be relied on to tailor best-practice implementation plans, roles, and technology to match client requirements. During the sales process, the SSC will work closely with the Sales team (Account Executive, Solutions Engineer, and other Go-To-Market (GTM) colleagues), and will work with our clients from C-level executives to key operational personnel to structure and sell professional services.

NOTE - this is an opportunity to gain broader exposure in the GTM organization, be part of the Selling/Solution process, learn more about Addepar Sales/Marketing/Positioning, and be a significant value-added contributor helping achieve our growth targets.

We recognize this can be a big change from what you are doing now inside Addepar, that you may be interested but also “nervous” to make a change. Note that some of the most successful team members in Services Sales have come from other teams and have leveraged their Addepar experience to quickly become trusted partners in the process.

To make this easier to consider, we are structuring this as a rotation option, where you are committing to at least one year in the role. You can then opt to stay in the role, possibly return to a previous role, or explore other Addepar positions that this role will help you qualify for.

We are happy to start with an informal discussion if this exciting, fast paced, highly visible role is right for you.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $94,000 - $148,000 (base salary) + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during