Onboarding Solutions Consultant II

Addepar, Inc.; Salt Lake City (UT); In loco; USD 74.000 - 112.000; Tempo pieno

Descrizione del lavoro

Addepar, Inc. is seeking a Solutions Consultant to lead the design and execution of end-to-end implementations for new clients adopting the Addepar platform.

You will collaborate with Sales, Engineering, and Product teams, onboard clients, and ensure successful delivery while understanding clients' needs and maintaining a hands-on, proactive approach. Candidates should have finance/tech experience and strong communication skills to manage multiple projects simultaneously.

Competenze

• Minimum 2+ years of professional experience working in finance, technology, and/or consulting.
• Excellent communication, organizational, and time-management skills.
• Experience programming in Python language and/or experience with project management is a plus

Mansioni

• Onboard new clients to the Addepar platform by leading the solution design and execution of the implementation project
• Work closely with cross-functional teams to ensure successful project delivery and client satisfaction
• Prioritize and context-switch effectively to lead simultaneous projects, seeing each through to the finish line
• Identify and contribute to opportunities to improve our current processes and standard methodologies as the Addepar platform expands
• Connect with clients in a proactive, consultative, and professional manner

Conoscenze

Python

Descrizione del lavoro

Addepar, Inc. is seeking a Solutions Consultant to lead the design and execution of end-to-end implementations for new clients adopting the Addepar platform.

You will collaborate with Sales, Engineering, and Product teams, onboard clients, and ensure successful delivery while understanding clients' needs and maintaining a hands-on, proactive approach. Candidates should have finance/tech experience and strong communication skills to manage multiple projects simultaneously.