Addepar
ServicesSalesArchitect
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Services Sales Architect at Addepar. Skills: Services sales, Client engagement, Solution architecture. Represent services in sales cycles. Engage strategically with sales team”
What You'll Achieve.
Achieve growth targets
What They're Looking For.
Must Have
3 years of related Addepar experience
What You'll Do.
Represent services in sales cycles
Engage strategically with sales team
Put high-quality services proposals in place
Put Statements of Work in place
Craft Services Strategy for prospects
Position value of Addepar Professional Services
Present Addepar Services solutions
Present associated value proposition
Implement process for services scoping
Meet customer business requirements
Meet customer technical requirements
Create Professional Services Proposals
Validate Professional Services Proposals
Present proposals to prospects
Present proposals to customers
Lead Statement of Work process
Support Statement of Work process
Lead contracting process
Support contracting process
Drive Services Sales organization
Contribute to GTM organization
Develop focus on post-implementation sales
Provide effective proposals to install-base
Develop methodologies
Maintain sales status
Maintain pipeline financials
Maintain services forecast data
Optimize communication
Ensure knowledge transfer
Support post-implementation activities
Model CPQ effectively internally
Advance sales processes
Support sales processes
How You'll Work.
Team & Collaboration
Sales team; Go-To-Market colleagues; Professional Services teams; Sales Engineers; Customer Success; Sales; Marketing; Finance; Operations
Communication Scope
Executive presentations
Process & Methodology
Program management
Full 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 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo. The Role The role of the Services Sales Consultant (SSC) is to help outline the best implementation journey for clients, through services from Addepar and Addepar-certified partners. They are up-to-date on implementation and adoption methodologies and ensure win-win scenarios are positioned for our clients and Addepar. They can be relied on to tailor best-practice implementation plans, roles, and technology to match client requirements. During the sales process, the SSC will work closely with the Sales team (Account Executive, Solutions Engineer, and other Go-To-Market (GTM) colleagues), and will work with our clients from C-level executives to key operational personnel to structure and sell professional services. NOTE - this is an opportunity to gain broader exposure in the GTM organization, be part of the Selling/Solution process, learn more about Addepar Sales/Marketing/Positioning, and be a significant value-added contributor helping achieve our growth targets. We recognize this can be a big change from what you are doing now inside Addepar, that you may be interested but also “nervous” to make a change. Note that some of the most successful team members in Services Sales have come from other teams and have leveraged their Addepar experience to quickly bec
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