Sr. Manager, Sales Strategy & Operations
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. Manager, Sales Strategy & Operations 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, sales optimization and business operational support.
In this role, you will be the thought and execution partner to Sales and Business Development leadership by developing and executing strategies that drive revenue growth. You will help define Addepar’s sales strategy, drive operational excellence, manage core business cadences to monitor business health, and lead Addepar’s annual sales planning activities.You will work on highly sophisticated problems and gain insight into the strategic and operational issues which are forefront in the minds of the Sales organization.
What You’ll Do
- Work as a trusted advisor to Sales and Business Development leadership and go-to-market teams on strategic, organizational, and operational projects designed to increase revenue, sales productivity, and operational efficiency
- Evaluate ongoing business performance to support day-to-day operations, execution and success
- Orchestrate and direct weekly forecast and pipeline reviews with Sales Leadership, driving forecast accuracy and predictability against targets
- Provide insights into growth levers for accelerating revenue, and operationalize new ideas through the creation of processes and workflows
- Support extensive GTM planning process and strategic 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
- Mentor and coach employees to ensure team growth, career progression and achievement of goals
Who You Are
- 7+ years of experience in an analytical role such as Sales Strategy, Investment Banking, Management Consulting, Business Operations, and/or Venture Capital/Private Equity
- BS in a quantitative discipline (e.g. Statistics, Math, Finance, Engineering, Sciences)
- MBA a plus
- 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 manage multiple priorities and adapt to change within a fast-paced business environment
- Excellent interpersonal, written, and oral communication skills
- Experience with sales systems (Salesforce, Salesoft, etc)
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.
Unfortunately, at this time we cannot accept Colorado applicants.