Services Sales Architect

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo. The Role The role of the Services Sales Consultant (SSC) is to help outline the best implementation journey for clients, through services from Addepar and Addepar-certified partners. They are up-to-date on implementation and adoption methodologies and ensure win-win scenarios are positioned for our clients and Addepar. They can be relied on to tailor best-practice implementation plans, roles, and technology to match client requirements. During the sales process, the SSC will work closely with the Sales team (Account Executive, Solutions Engineer, and other Go-To-Market (GTM) colleagues), and will work with our clients from C-level executives to key operational personnel to structure and sell professional services. NOTE - this is an opportunity to gain broader exposure in the GTM organization, be part of the Selling/Solution process, learn more about Addepar Sales/Marketing/Positioning, and be a significant value-added contributor helping achieve our growth targets. We recognize this can be a big change from what you are doing now inside Addepar, that you may be interested but also “nervous” to make a change. Note that some of the most successful team members in Services Sales have come from other teams and have leveraged their Addepar experience to quickly become trusted partners in the process. To make this easier to consider, we are structuring this as a rotation option, where you are committing to at least one year in the role. You can then opt to stay in the role, possibly return to a previous role, or explore other Addepar positions that this role will help you qualify for. We are happy to start with an informal discussion if this exciting, fast paced, highly visible role is right for you. 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 $94,000 - $148,000 (base salary) + 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. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. What You’ll Do For prospects and existing clients, to represent services in sales cycles, teaming with the rest of the sales team to engage strategically to put high-quality services proposals, Statements of Work, and terms in place Collaborate with the sales organization on assigned opportunities to craft the Services Strategy for prospects Understand the competitive landscape and customer/prospect needs so you can effectively position the value of Addepar Professional Services Present Addepar Services solutions, offerings, and associated value proposition to customers/prospects Partner with the other Professional Services teams and Sales Engineers to implement a strong process for the required services scoping for Addepar technology solutions to meet customer business/ technical requirements for vital scale and integrations Create and validate Professional Services Proposals and present to prospects/customers Lead/Support Professional Services Statement of Work (SOW) and contracting process Help drive the Services Sales organization to a higher level of strategic engagement and sales maturity; including collaborating and partnering with adjacent teams (IE Customer Success, Sales, Marketing, Finance, Operations) to contribute to a premier GTM organization Develop a strong focus on post-implementation sales of all add-on products, services offerings, solutions, and capabilities including, but not limited to: business/strategy/advisory consulting, technical managed services, advanced phases of implementation, and education/training/certification services Partner with Account Management to provide effective proposals to the install- base for new services sales opportunities Be a trusted advisor among internal and external constituents (up to C level) based on program management, product, and solution knowledge Assist in refining and developing methodologies, tools, and programs around Services sales execution Maintain accurate and timely sales status and next steps, pipeline financials, and services forecast data in Salesforce at all times Optimize communication and ensure effective knowledge transfer and hand-offs to support post-implementation activities Ensure CPQ is modeled effectively internally to help advance and support the Addepar sales processes Who You Are 3 years of related Addepar experience looking to gain experience/exposure in the GTM organization helping achieve Addepar's growth targets 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] .