A

Addepar

Cloud-based wealth management data platform

Director GTM Strategy & Planning

Sales OperationsConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • At least 10 years of experience in go-to-market strategy, sales strategy and planning, management consulting, or a related field, including at least 5 years leading people.
  • Experience at a high-growth, scaled company, ideally with global scope.
  • Experience leading annual planning, territory design, or quota and capacity planning.
  • Comfort with data and modeling, including business intelligence tools such as Tableau, Looker, and Databricks, and Salesforce.
  • Ability to present complex analysis to senior leaders and influence decisions.
  • Must be based in New York and work in the office.
  • Must be legally authorized to work in the United States for any employer without current or future visa sponsorship, and authorized to begin work in the United States on the first day of employment.

Responsibilities

  • Coach and develop a small team, setting direction and creating an environment where people can do their best work.
  • Shape the annual and long-range go-to-market planning cycle, including revenue planning by market, geography, and product; capacity and headcount planning; segmentation; and quota design.
  • Translate company targets into bottoms-up plans with clear assumptions that align Sales, Finance, and executive leadership.
  • Develop forward-looking financial models for product-led growth and existing annual recurring revenue motions, and move them from spreadsheets into Databricks.
  • Track pacing and performance against plan using artificial intelligence-driven forecasting and scenario modeling to give leaders visibility.
  • Guide territory segmentation and design.
  • Partner with Sales Operations and Finance on go-to-market compensation.
  • Work with Finance, Product, and Marketing on pricing and monetization, including consumption-based models.
  • Connect teams across Sales, Operations, Product, Finance, Marketing, and Clients, helping remove blockers and build shared accountability.
  • Present a clear perspective, ask thoughtful questions, challenge constructively, and commit to decisions.

Desired Qualifications

  • Experience at a high-growth, scaled company with global scope is preferred.

About the Company

Addepar

Cloud-based wealth management data platform

Addepar offers a cloud-based wealth management platform that consolidates data for data aggregation, analytics, and reporting. It ingests data from custodians, fund administrators, and broker-dealers to present a single, real-time view with tools for performance, risk, scenario modeling, and automated billing, plus a broad API and hundreds of integrations. It specializes in complex, multi-asset and illiquid portfolios (like private equity and real estate) for high-net-worth clients, with pricing based on assets under management. Its goal is to deliver transparent, data-driven insights and an integrated, scalable system that streamlines portfolio oversight and operations for wealth managers.

Company size
1,001-5,000
Company stage
Series G
Total funding
$872.8M
Headquarters
New York City, New York
Founded
2009

Recently Posted Jobs

Explore more opportunities at Addepar

See more jobs