Addepar
Financial Services
PartnerDeliveryManager
“Partner Delivery Manager at Addepar. Skills: Partner Solutions Architect, client outcomes, Addepar implementations, onboard, train, and support partners, design and build solutions, finance, technology, enterprise level, investment management software implementations, enterprise software deployments. teaming with partners to deliver successful client outcomes in the Addepar implementations. proactively work with partners to onboard, train, and support them to make them proficient and self-suffic”
What You'll Achieve.
deliver successful client outcomes; unlock significant value for our clients’ businesses; successful transitioning clients to Addepar Support; driving shared ownership with channel partners in the best client outcomes; ensuring proper project delivery from all teams and seamless transitions at appropriate project turning points; responsible for the success of add-on projects and partner delivery assurance; scale Addepar’s Partnership Services program; Our clients’ success is our success.
Industry & Context.
solving problems; identify and solve issues at the enterprise level; Think critically about how to improve our current processes and tools
Occasional Travel, Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment., Please note that visa sponsorship is not available for this role.
What They're Looking For.
Must Have
7+ years experience in Financial Services or Consulting in related fields in client/ partner facing roles, 2+ years experience implementing Addepar clients, outstanding communication, organizational, and time-management skills, independent, adaptable and can thrive in a fast-paced environment, communication skills to train and communicate optimally with clients via email, on the phone and face-to-face in one-on-one and group settings, Passion for technology and finance, Experience with programming/scripting, specifically Python, right to work in the United Kingdom from the first day of employment
Nice to Have
Previous experience in investment management software implementations, Previous experience with project management
What You'll Do.
teaming with partners to deliver successful client outcomes in the Addepar implementations
proactively work with partners to onboard
and support them to make them proficient and self-sufficient in leading Addepar implementations and successfully transitioning clients to Addepar Support
identifying how Addepar can unlock significant value for our clients’ businesses
working closely with our partners to design and build solutions to meet our shared clients’ needs
enabling our Sales and Marketing departments by helping them fully understand the scope and capabilities of each implementation partner in our network
Leads the success of partner-led implementation projects driving shared ownership with channel partners in the best client outcomes
Provide oversight and guidance on partner projects ensuring shared implementation framework and methodologies are established and practiced throughout client onboarding
Facilitates proper coordination and communication between partners and internal Services
Data and Support teams ensuring proper project delivery from all teams and seamless transitions at appropriate project turning points
Assess and be responsible for the success of add-on projects and partner delivery assurance
Be the go to resource for all partners supporting
technical and business needs
Provide experienced guidance to partners with architecting and onboarding supported integrations
Serve as an escalation point for Support personnel with respect to technical issues
Demonstrate technical and industry expertise to lead partner engagements to transition clients and their data onto Addepar
Partner with key internal stakeholders to scale Addepar’s Partnership Services program
Sales and Marketing about Partnership offerings
fit and standard methodologies
helping to create documentation
training and enablement materials
and communicate expectations both internally and externally
Prioritize and context-switch successfully to complete simultaneous projects
seeing each through to the finish line
Meticulously document work and influence others to do so as well
Think critically about how to improve our current processes and tools both internally and externally as our partner and client base expands
Be an authority on all things Addepar
How You'll Work.
Team & Collaboration
work collaboratively with internal teams; collaborate with other Addepar teams including our Sales, Partnerships, Engineering, and Product teams; Facilitates proper coordination and communication between partners and internal Services, Data and Support teams; Partner with key internal stakeholders to scale Addepar’s Partnership Services program; Educates Services, Sales and Marketing about Partnership offerings, fit and standard methodologies; Build Together - Collaborate to unlock the best solutions
Communication Scope
outstanding communication; communication skills to train and communicate optimally with clients via email, on the phone and face-to-face in one-on-one and group settings; Effectively set, lead, and communicate expectations both internally and externally
Process & Methodology
organizational skills, project management
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