Responsibilities

• Hire, mentor, and lead a diverse team of solution-specific specialists.
• Develop and execute a unified strategy to acquire new customers and expand existing relationships.
• Partner with GTM sales leaders to identify opportunities and ensure the team meets quotas for specialized solutions.
• Refine the sales cycle by aligning prospects with Ideal Client Profile and unified messaging.
• Oversee initiatives to increase product usage, develop technical client solutions, and drive client transaction and revenue results.
• Collaborate with Marketing, Sales, and Product teams to align go-to-market strategies and inform product roadmaps.
• Manage and forecast sales activity using Salesforce.
• Educate GTM teams on successful use cases, market trends, and upcoming product features.
• Build strategic relationships with key stakeholders and influence industry trends with value propositions.

Requirements

• 10+ years of experience in financial services or fintech with leadership in sales or specialist teams.
• Deep understanding of Alternatives, financial data lakehouses, and portfolio management concepts.
• Entrepreneurial, data-driven approach to solving problems and identifying market opportunities.
• Strong communication skills to present and influence internal and external stakeholders.
• Bachelor's degree or equivalent required.

Additional Information

• Applicants must be authorized to work in the United States without visa sponsorship.
• Addepar promotes a diverse and inclusive work environment and provides accommodations for disabilities.
• Warning about phishing scams impersonating hiring managers; only formal interviews and offers are valid.