Sr. Sales Strategy and Operations Analyst
Who We Are
Addepar’s purpose is to maximize the positive impact of the world’s capital. More than 700 of the world’s leading financial services firms trust Addepar to unlock the power and possibility of informed, data driven investing and advice. These family offices, wealth managers, banks and institutions use Addepar’s purpose-built SaaS platform and associated Marketplace to deliver exceptional value to their clients in a modern, scalable and secure way.
Our clients use Addepar to manage and advise on more than $3.5 trillion in assets, and we’ve been adding more than $15 billion per week for many consecutive quarters, making us one of the fastest growing companies in fintech. Our board and investors are some of the best in the business: D1 Capital, WestCap, 8VC and Valor Equity Partners have led our last few rounds.
We’re now expanding Addepar’s business around the globe, with clients in more than 25 countries. We’re constantly doubling down on tech- and data-fueled innovation, and our product and platform roadmap is more ambitious today than ever. We place our clients at the center of everything we do, and see a virtually unlimited set of opportunities to expand our client footprint and deepen the value we can unlock by building together.
Addepar is a Forbes Fintech 50 company and an honored member of the CB Insights Fintech 250. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City and Edinburgh, Scotland.
*Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.
The Role
Addepar is looking for a Sr. Sales Strategy and Operations Analyst to help support Addepar’s growing sales team! This role is a hybrid of traditional jobs in strategic planning, business analytics, sales operations, and finance – requiring a mix of strategy, go-to-market design, market analysis, sales optimization and business operational support.
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 the highly strategic to operational including 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 daily exposure to senior executives. The successful candidate will possess a passion for extracting insights from data and converting ideas to action.
What You’ll Do
- Work as a trusted advisor to sales leadership and go-to-market teams on strategic, organizational, and operational projects crafted to increase revenue, sales productivity, and operational efficiency
- Evaluate ongoing business performance to support day-to-day operations, execution, and success
- Provide insights into growth levers for accelerating revenue, and operationalize new insights through the creation of processes and workflows
- Support extensive GTM planning process and critical initiatives through capacity planning, productivity review, market segmentation, territory carving, quota/incentive design, and more
- Collaborate cross-functionally with finance (budget, headcount planning), recruiting/people (hiring profile, seasonality), and other departments to build robust cross-functional processes
- Triage and troubleshoot operational issues and optimize processes/infrastructure/systems for scale
Who You Are
- 4+ years of experience in an analytical role such as Sales Strategy, Investment Banking, Management Consulting, and/or Venture Capital/Private Equity
- Bachelor's degree in a quantitative field (e.g. Statistics, Math, Finance, Engineering, Sciences)
- Excellent quantitative analysis skills, creativity in problem-solving, and a keen business sense
- Extensive track record of building high-quality and complex models and presentations
- Strong work ethic and self-starter, able to effectively lead multiple priorities and adapt to change within a fast-paced business environment
- Excellent interpersonal, written, and oral communication skills
- Experience with R, Python, Tableau (or similar analytical packages) is a plus
Our Values
- Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
- Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
- Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.