Job description
Who We Are
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar’s platform aggregates portfolio, market and client data for over $8 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai.
The Role
Addepar is seeking a Business Analyst, GTM Systems to partner closely with Sales, Marketing, Customer Success, and Support in designing and optimizing the technology and processes that power our go-to-market motion. This role serves as a critical bridge between business stakeholders and technical teams, translating complex challenges into actionable requirements and scalable solutions.
The ideal candidate brings deep experience with Salesforce and related GTM applications, and thrives on improving the full customer journey, from first touch through renewal. You will challenge the status quo, identify inefficiencies, unlock growth opportunities, and ensure systems and processes align to business strategy.
What You’ll Do
- GTM Process Analysis & Optimization: Map, analyze, and improve end-to-end business processes across Sales, Marketing, Client Success, and Support.
- Requirements Gathering: Collaborate with stakeholders to gather and prioritize business requirements; translate into clear user stories and functional specifications.
- Salesforce & GTM Application Expertise: Leverage hands-on Salesforce experience (Sales Cloud, Service Cloud, CPQ, etc.) to design scalable solutions; understand integration points across systems such as Marketo, Ironclad, DocuSign, NetSuite, and FinancialForce.
- Data & Insights: Analyze Salesforce and related GTM data to uncover trends, measure performance, and deliver actionable recommendations.
- Stakeholder Collaboration: Partner with Sales Ops, Marketing Ops, and Client Success Ops to ensure GTM system design drives alignment and business outcomes.
- Project Delivery: Contribute to cross-functional initiatives, ensuring projects are delivered on time, on scope, and with measurable business impact.
Who You Are
- Experience: 5+ years as a Business Analyst or in a similar role supporting GTM organizations. Experience in financial services, investment technology, or enterprise SaaS strongly preferred.
- Salesforce: Proven hands-on experience with Salesforce administration/configuration and deep knowledge of Sales Cloud and Service Cloud.
- GTM Systems Fluency: Exposure to complementary GTM applications such as CPQ, CLM, FinancialForce, DocuSign, Ironclad, Marketo, NetSuite, or equivalent.
- Analytical & Process-Oriented: Strong business process mapping skills (flowcharts, swimlanes, RACI) with a track record of driving measurable improvements.
- Communication: Excellent ability to translate between business and technical stakeholders; skilled in documentation and presentation.
- Education: Bachelor’s degree in Business, IT, Finance, or related field, or equivalent experience.
- Preferred Certifications:
- Salesforce Administrator, CPQ, Service Cloud, or Experience Cloud
- SAFe Certification, PMI-ACP, or equivalent Agile-based certification
- Business Analyst certifications (IIBA, ECBA, CCBA, or PMI-PBA)
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.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to [email protected].
