Full-Time

Deal Operations & Sales Strategy Analyst

Confirmed live in the last 24 hours

Addepar

Addepar

1,001-5,000 employees

Investment management software for financial professionals

Data & Analytics
Fintech
Financial Services

Mid

Remote in UK

Category
Project Management
Business Development
Business & Strategy
Required Skills
Salesforce
Looker
Data Analysis
Excel/Numbers/Sheets
Requirements
  • Bachelor’s Degree or equivalent experience in a quantitative subject area (e.g., Statistics, Math, Finance, Engineering, Sciences)
  • 4+ years in a deal operations, sales operations, or revenue operations role focusing on optimizing the sales cycle.
  • Hands-on experience with Salesforce and sales reporting tools is required.
  • Strong quantitative skills, including the ability to analyze large datasets, identify trends, and provide actionable insights to improve sales performance and operational efficiency.
  • Proficiency in Excel/Google Sheets, as well as familiarity with BI tools such as Looker or other analytics platforms, is a plus.
  • Experience working within Salesforce, CPQ systems, and related tools to track deals, forecast sales, and manage reporting.
  • Excellent written and verbal communication skills.
Responsibilities
  • Manage key aspects of the sales cycle, including deal flow, pricing, and approvals.
  • Collaborate with sales, finance, and legal teams to optimize processes and remove friction in the deal-making process.
  • Analyze sales pipeline data and key performance metrics, providing insights to leadership on opportunities for growth, process improvement, and resource allocation.
  • Identify bottlenecks and inefficiencies in the sales cycle and implement process improvements to drive deal velocity and sales productivity.
  • Work closely with sales, finance, legal, and product teams to ensure alignment and efficient handoffs between departments throughout the deal lifecycle.
  • Maintain accurate data across systems, ensuring Salesforce and other sales tools are up-to-date.
  • Build and maintain dashboards to track sales performance, deal health, and other key metrics.
  • Build strong relationships with key internal stakeholders, guide them through the deal process, address operational challenges, and ensure alignment on priorities.
  • Create process documentation and train sales teams on best practices, tools, and workflows to ensure effective deal execution.

Addepar provides investment management software designed for financial professionals, including asset managers and financial advisors. The platform aggregates and analyzes financial data, enabling users to make informed investment decisions. It allows for portfolio alignment with specific targets, modeling of asset allocations, and testing of hypothetical performance across various scenarios, including the management of illiquid assets. Addepar's software also features billing and fee management tools, offering transparency regarding costs associated with portfolio management. Unlike many competitors, Addepar focuses on providing a comprehensive view of client portfolios, which helps investment professionals optimize their clients' financial goals. The company's goal is to empower investment professionals with data-driven insights to enhance client service in a dynamic financial environment.

Company Stage

N/A

Total Funding

$625.3M

Headquarters

New York City, New York

Founded

2009

Growth & Insights
Headcount

6 month growth

9%

1 year growth

20%

2 year growth

31%
Simplify Jobs

Simplify's Take

What believers are saying

  • Addepar's strong Q1 2024 performance and continuous product updates indicate robust growth and innovation.
  • The appointment of Bob Pisani as CTO and the opening of a new office in Pune, India, highlight Addepar's commitment to global expansion and technological advancement.
  • Partnerships with firms like Corient and Baker Tilly demonstrate Addepar's ability to attract and retain high-profile clients, enhancing its market reputation.

What critics are saying

  • The financial technology sector is highly competitive, with constant pressure to innovate and differentiate from other players.
  • Managing and integrating new technologies and partnerships can pose operational challenges and potential disruptions.

What makes Addepar unique

  • Addepar's platform uniquely handles illiquid assets, providing a comprehensive view of portfolios that many competitors lack.
  • The company's focus on data-driven insights and billing transparency sets it apart in the financial technology sector.
  • Addepar's strategic partnerships and integrations, such as with Asset-Map and WealthHub, enhance its platform's functionality and client value.

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Benefits

Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar

Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world

Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule

Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy

Learning & Development Allowance: Your continued growth and development are important to us

Dynamic Team: Strong investment in the best talent at the intersection of technology and finance