Client Solutions Analyst - Onboarding & Implementations

Addepar; Salt Lake City (UT); On-site; USD 61,000 - 75,000; Full time

Benefits offered by this job

Onboarding program

Job summary

Addepar in Salt Lake City, UT, seeks a Client Solutions Analyst for the AddeGrad Program (2027). You’ll design and implement solutions for new clients, combining finance and technology know-how to unlock client value.

Join an 18-month cohort on the Services Team, gaining deep product knowledge, hands-on client exposure, and opportunities to advance into Client Success or other areas of the business.

Qualifications

• Strong analytical and consulting skills for client engagements.
• Ability to design and implement client solutions for Addepar platform.
• Willingness to collaborate with cross-functional teams across Product, R&D, and Sales.

Responsibilities

• Provide hands-on support to identify, respond to, and resolve issues raised by clients.
• Work with complex data sets to identify and resolve data discrepancies.
• Collaborate with R&D, Product, and Account Management to maintain client satisfaction.
• Help clients maximize use of Addepar through instruction and guidance.
• Lead onboarding design and oversight for new client deployments.
• Ensure client solutions integrate with other Addepar products and services.

Skills

Analytical skills

Consulting skills

Client-facing

Finance knowledge

Technology understanding

Job description

Addepar in Salt Lake City, UT, seeks a Client Solutions Analyst for the AddeGrad Program (2027). You’ll design and implement solutions for new clients, combining finance and technology know-how to unlock client value.

Join an 18-month cohort on the Services Team, gaining deep product knowledge, hands-on client exposure, and opportunities to advance into Client Success or other areas of the business.