Client Operations Analyst
Who We Are
Addepar's purpose is to maximize the positive impact of the world's capital. More than 850 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 tech and data platform 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 $4 trillion in assets. 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 30 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, Chicago, London, England, Edinburgh, Scotland and Pune, India.
- 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 Client Operations Analyst to support teams across the Addepar Go To Market Organization. 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:
- Optimize key business processes & systems;
- Maintain operational administration of systems (such as SalesForce & FinancialForce)
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 $66,000 - $124,000 + bonus + equity + benefits.
Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.
What You'll Do
- Provide analytics and reporting to support Account 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
- Own the client health scorecard data - drive processes related to client health changes, services support during renewals and upsells, and build bridges between Account Management and Client Success Management
- Support sales and dealdesk processes across client lifecycle; work with Account Managers (AMs) to structure software and services packages for clients
- Work with AMs / accompany AMs on sales pitches to support Services sales
- Partner with the team leads to optimize processes and policies
- Maintain FinancialForce and Salesforce data hygiene and own system data integrity.
- Detail operational knowledge, issues, processes, and methodologies in reference materials
- Own & Optimize operational workflows to enable client-specific margin tracking across Addepar's clientele
- Consult with external teams (e.g. Finance, Marketing, Sales, etc.) to build robust cross-functional processes and support cross-team handoffs
- Develop and lead internal training on standard methodologies and processes.
Who You Are
- 1+ years of applicable experience
- Ability to analyze 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 prioritize 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.
To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.
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.
By
Addepar
Addepar is a wealth management platform headquartered in Mountain View, California. We specialize in offering services for registered investment advisors, specializing in data aggregation, analytics, and portfolio reporting.
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