Solutions Consultant II: Client Onboarding & Implementation

Remote; San Francisco (CA); Sur place; USD 74 000 - 112 000; Plein temps

Résumé du poste

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. The company unifies portfolio, market and client data, delivering AI-powered insights within investment and client workflows.

Based in the United States with a global client base, Addepar seeks experienced Solutions Consultants to design and execute end-to-end implementations for new clients onboarding to the Addepar platform.

Qualifications

• Minimum 2+ years of professional experience working in finance, technology, and/or consulting.
• A solution-oriented approach and a passion for problem-solving.
• Strong work ethic, proactive, and a high-contributing teammate.
• Independent, adaptable, and can thrive in a fast-paced environment.
• Excellent communication, organizational, and time-management skills.
• Experience programming in Python language and/or experience with project management is a plus.

Responsabilités

• 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.

Description du poste

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. The company unifies portfolio, market and client data, delivering AI-powered insights within investment and client workflows.

Based in the United States with a global client base, Addepar seeks experienced Solutions Consultants to design and execute end-to-end implementations for new clients onboarding to the Addepar platform.