Director, GTM Strategy & Planning

addepar1; New York (NY); On-site; USD 184,000 - 265,000; Full time

Job summary

Addepar is seeking a Sr. Manager, GTM Strategy & Planning to lead the go-to-market and revenue planning functions. You will shape pricing strategy, market segmentation, sales productivity, and operational infrastructure across Sales, Finance, Product, and Marketing.

You will coach a small team, drive annual and long-range planning, build forward-looking financial models, and translate company targets into executable plans with data-driven forecasting. NYC-based office.

Qualifications

• 10+ years in GTM strategy, sales strategy and planning, management consulting, or a related field.
• Experience at a high-growth, scaled company, ideally with global scope.
• Experience leading annual planning, territory design, or quota and capacity planning.

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 GTM 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 our product-led growth and existing ARR motions, and move them from spreadsheets into Databricks.
• Track pacing and performance against plan, using AI-driven forecasting and scenario modeling to give leaders clear 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.
• Bring a clear perspective, ask thoughtful questions, and challenge constructively, then commit to the decision.

Skills

GTM strategy

Sales planning

Team leadership

Data modeling

BI tools

Tools

Tableau

Looker

Databricks

Salesforce

Job description

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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore.

Addepar is looking for a Sr. Manager, GTM Strategy & Planning to lead and scale Addepar's go-to-market strategy (GTM) and revenue planning functions. This role sits at the intersection of strategic planning, commercial operations, and pricing strategy - requiring strong leadership, deep business acumen, and the ability to translate vision into operational execution. This role is being leveled as Senior Manager or Director based on experience, and carries significant growth potential as Addepar's GTM organization continues to scale.

Success in this role means owning and driving GTM strategy and planning outcomes that directly impact Addepar's revenue growth. You will lead a team and initiatives spanning pricing strategy, market segmentation, sales productivity, and operational infrastructure. You'll establish the operational objectives for your function and partner closely with senior leaders across Sales, Finance, Product, and Marketing to align planning efforts to Addepar's strategic priorities.

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

• 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 GTM 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 our product-led growth and existing ARR motions, and move them from spreadsheets into Databricks
• Track pacing and performance against plan, using AI-driven forecasting and scenario modeling to give leaders clear 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
• Bring a clear perspective, ask thoughtful questions, and challenge constructively, then commit to the decision

Who You Are

• 10+ years in GTM strategy, sales strategy and planning, management consulting, or a related field, with 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 BI tools (Tableau, Looker, Databricks) and Salesforce
• Strong communication, with the ability to present complex analysis to senior leaders and influence decisions
• Based in New York and in the office

Compensation

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 this role within the United States.

Compensation for this role includes base salary + bonus + equity + benefits.

Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

Base Salary Range $184,000 - $265,000 USD

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 t