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 $7 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 Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai.
The Role
Addepar is looking for a Client Operations Analyst to support teams across the Addepar Go To Market Organisation. You will work closely with all of our Go-to Market Teams, including Client Management, Solutions Architecture, Project Management, Support, Sales and Training. Your role has a dual purpose:
Optimise key business processes & systems;
Maintain operational administration of systems (such as Salesforce & FinancialForce)
What You’ll Do
- Provide analytics and reporting to support the Client Management team, client-facing projects, and to improve business processes
- Able to interpret analytics to tell a client story; train Account Managers on how to use dashboards and data to deeply understand client health
- Partner with the team leads to optimise processes and policies
- Maintain FinancialForce and Salesforce data hygiene and own system data integrity.
- Detail operational knowledge, issues, processes, and methodologies in reference materials
- Consult with external teams (e.g., Finance, Legal, Sales, etc.) to build robust cross-functional processes and support cross-team handoffs
- Build content & processes to continually improve Addepar’s Assurance offering to prospects, clients & partners.
- Ensure timely and accurate delivery of external questionnaires & requests for information from our prospects, clients & partners
- Develop and lead internal training on standard methodologies and processes.
Who You Are
- 1+ years of applicable experience
- Ability to analyse large data sets and provide concrete recommendations
- Strong Excel / PowerPoint skills
- Excellent interpersonal, written, and oral communication skills
- Excellent listening skills and the ability to ask probing questions, understand concerns, and navigate objections
- Strong work ethic and self-starter, able to effectively prioritise and adapt within a fast-paced business environment
- Strong partnership skills
- Genuine passion for supporting team members and clients
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].
