The Role

We are seeking a Backend Software Engineer to join the Calculations team within our Core Product Engineering organization.

Our team is focused on building outstanding user experiences, powerful APIs, and sophisticated analysis and visualization tools for our global customer base of Financial Advisors and Wealth Managers.

We partner closely with a world-class team of designers and product managers, and put the experiences of our customers at the forefront of every initiative.

Our products are rapidly being adopted across the Wealth Management industry, and as we modernize and upgrade our core product, we are also making use of our APIs to build out entirely new products and features. We pride ourselves on delivering robust, secure, and highly usable applications.

The Calculations team builds sophisticated financial math functions into Addepar, with an emphasis on scalability and performance. Our algorithms comprise the foundation of the analytics platform!

What You’ll Do

• Develop and implement new financial concepts our product vision within a multi-functional team as we expand into new geographies
• Enhance the performance and capabilities of the core Addepar calculations engine, analyzing millions of transactions and securities every day
• Create innovative and impactful features that delight our users
• Collaborate on architecture designs, product features, and code reviews
• Own software features from inception through delivery

Who You Are 

• 5+ years of professional backend software engineering experience
• Experience with server-side languages like Java, Python, or C++
• Experience with relational databases (MySQL, Postgres, SQL Server)
• Ability to complete complex projects involving partners across multiple teams
• Excellent written and verbal communication skills
• Bonus: Experience working with memory intensive and high traffic distributed systems

The Role

We are seeking a Senior iOS engineer to join our Product Engineering team!

We're building the next generation wealth management software platform for clients of all sizes. We need engineers who are driven to bring outstanding features to market. You will join a team that loves solving problems and providing innovative solutions. You will craft a consumer-grade, first class mobile experience for our clients.

We’re looking for a dynamic Senior Engineer who will help build an inclusive team culture, mentor and empower engineers to succeed and cultivate an environment where high quality engineering processes thrive. You love building rich user experiences and can amplify your skills through your colleagues. You’ll work with our product and design teams to deliver industry-leading experiences.

Our iOS engineering team primarily works in Swift with a Java Backend and uses Agile Methodologies to deliver impactful business outcomes.

What You’ll Do

• Work closely with product managers, designers, and other engineers to determine requirements and successfully implement new features
• Develop high-quality, scalable, and reliable iOS applications
• Conduct code reviews and provide constructive feedback to improve code quality
• Stay up-to-date with the latest trends and technologies in iOS development to ensure we remain at the forefront of innovation

Who You Are

• You have proven experience developing and shipping iOS applications
• You possess a deep understanding of iOS frameworks and architecture
• You are passionate about writing clean and maintainable code
• You excel at working well with others, effectively communicating and collaborating with diverse teams to achieve outstanding outcomes.

The Role

As a Workday Business Systems Analyst at Addepar, you will play a pivotal role in the People Technology space. Workday is our core system, so this will be the majority of your responsibility. However, it's not limited to that; you'll also be responsible for managing other technology owned by us as well. Your responsibilities span across gathering and analyzing business requirements, designing and implementing Workday and other people technology solutions, maintaining user documentation, and providing technical support. Additionally, you will contribute to the development of tools and insights for our people and decision-makers, acting as an advisor, consultant, project manager, technology promoter, data analyst, and security/privacy advocate.

2025 is an exciting year for us as we're expanding to many more modules, giving you the opportunity to be part of the implementation.

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 roles in Colorado, California, and New York.

The current range for this role is $85,000 - $133,000 (base salary)  + bonus + equity + benefits. 

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You’ll Do

• Workday configurations. Gather and analyze business requirements, recommending improvements to existing processes.
• Collaborate with multi-functional teams to design and implement solutions that align with business needs.
• Develop and maintain user documentation, including process maps, system configurations, test plans, and user guide documentation.
• Provide technical support, troubleshooting, and problem resolution for systems.
• Build and deliver reports and dashboards.

Who You Are

• Bachelor’s degree in Computer Science, Information Systems, or equivalent, or equivalent
• 5+ years of experience in Workday HCM (including Compensation, Security, Business Processes, Reporting and Dashboards
• Experience in at least one or more of the additional modules (Benefits, Absence, Peakon) is required
• Project management experience, very comfortable working with all levels of an organization
• Proficient in written communication, capable of creating user documentation efficiently
• Excellent interpersonal, communication, and analytical skills.

We are seeking a highly skilled Staff Automation Engineer to drive the development and optimization of automation solutions that enhance developer productivity, improve software quality, and reduce technical debt. This role focuses on implementing scalable frameworks, advancing service-oriented architecture (SOA) practices, and enabling teams to achieve operational excellence through technical innovation. The ideal candidate is passionate about empowering developers, improving engineering efficiency, leveraging data-driven insights, and fostering a culture of continuous improvement.

The current range for this role is $144,000 - $225,000 + bonus + equity + benefits.Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

Key Responsibilities:

1. Technical Leadership and Innovation:

• Architect, develop, and maintain scalable automation frameworks and tools.
• Lead technical efforts to support both developer enablement and quality assurance needs.
• Provide expertise in designing and optimizing automation systems for maintainability, scalability, and performance.

• Build and deploy automation solutions that streamline the SDLC, including tools for test data generation, environment setup, and deployment pipelines.
• Integrate automation into CI/CD workflows to deliver rapid feedback and seamless deployments.
• Drive the adoption of developer-first tools to minimize friction and accelerate development processes.
• Implement and manage centralized software catalogs to improve discoverability, compliance, and reuse of automation tools and services.

• Identify and address technical debt in automation frameworks and infrastructure.
• Modernize legacy systems and align them with modern tools and methodologies.
• Evaluate emerging technologies to continuously improve developer and quality enablement capabilities.

• Define and implement robust test automation strategies to ensure reliable and consistent quality across releases.
• Ensure comprehensive testing coverage, focusing on functional, integration, and end-to-end tests with an emphasis on SOA and microservices.
• Track and improve delivery performance metrics, such as DORA metrics (deployment frequency, lead time for changes, change failure rate, and mean time to recovery).

• Partner with engineering, DevOps, and architecture teams to align automation strategies with organizational goals.
• Collaborate on service integration testing, contract testing, and system-level quality initiatives.
• Advocate for best practices and provide technical leadership in automation priorities across teams.

Required Qualifications:

• Proven experience as a technical leader in automation engineering or developer enablement.
• Expertise in designing and implementing automation frameworks for SOA and microservices architectures.
• Strong programming skills in languages such as Python, Java, or JavaScript, emphasizing maintainable and scalable code.
• Hands-on experience with CI/CD pipelines, infrastructure-as-code (IaC), and build automation tools (e.g., Jenkins, GitHub Actions, Terraform).
• Deep understanding of service integration testing, contract testing, and system reliability testing.
• Demonstrated success in improving DORA metrics across engineering teams.

Preferred Qualifications:

• Experience with cloud-native technologies and platforms (e.g., AWS).
• Familiarity with developer tooling and software cataloging tools and practices (e.g., Backstage, SonarQube, IDE plugin development).
• Expertise in pipeline technologies, including CI/CD orchestration, artifact management, and automated rollbacks (e.g., Jenkins, GitHub Actions, ArgoCD, Artifactory).
• Proficiency with build tools and dependency management systems (e.g., Maven, Gradle, Bazel, npm, Yarn).
• Experience with containerization and orchestration tools (e.g., Docker, Kubernetes).
• Strong understanding of Agile and DevOps principles.

We are seeking a technically adept Manager of Automation Engineering to lead the development and optimization of automation solutions that drive developer productivity, enhance software quality, and reduce technical debt. This role is pivotal in implementing scalable frameworks, improving service-oriented architecture (SOA) practices, and enabling teams to measure and achieve excellence in delivery. The ideal candidate is passionate about empowering developers, improving engineering efficiency, being data driven, and fostering a culture of continuous improvement.

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 roles in Colorado, California, and New York. 

The current range for this role is $158,000 - $248,000 + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

Key Responsibilities:

1. Technical Leadership and Team Development:

• Lead and mentor a team of automation engineers, fostering technical innovation and career growth.
• Define and implement strategies for building and maintaining scalable automation frameworks.
• Build a team capable of supporting both developer enablement and quality assurance needs.

• Design and implement automation tools that streamline the SDLC, including test data generation, environment setup, and deployment pipelines.
• Integrate automation into CI/CD workflows to enable rapid feedback and seamless deployments.
• Drive the adoption of developer-first tools that reduce friction and accelerate the development process.
• Implement and maintain a centralized software catalog to improve discoverability, compliance, and reuse of automation tools and services.

• Identify and prioritize technical debt in automation frameworks and infrastructure.
• Modernize legacy systems and integrate them with contemporary tools and methodologies.
• Develop strategies to enhance maintainability, scalability, and performance of automation systems.
• Continuously evaluate emerging technologies and frameworks to enhance developer and quality enablement.

• Define and track metricsto evaluate delivery performance and identify improvement areas, e.g., DORA metrics - deployment frequency, lead time for changes, change failure rate, and mean time to recovery
• Drive robust test automation strategies to enhance reliability and ensure consistent quality across releases.
• Ensure comprehensive testing coverage, including functional, integration, and end-to-end tests, with an emphasis on SOA and microservices.

• Partner with engineering, DevOps, and architecture teams to align automation strategies with organizational goals.
• Collaborate on service integration testing, contract testing, and system-level quality initiatives.
• Facilitate discussions on tooling, best practices, and automation priorities across teams.

Required Qualifications:

• Proven experience managing or leading technical teams in automation engineering or developer enablement.
• Expertise in designing and implementing automation frameworks for SOA and microservices architectures.
• Strong programming skills in languages such as Python, Java, or JavaScript, with a focus on maintainability and scalability.
• Hands-on experience with CI/CD pipelines, infrastructure-as-code (IaC), and build automation tools (e.g., Jenkins, GitHub Actions, Terraform).
• In-depth understanding of service integration testing, contract testing, and system reliability testing.
• Demonstrated success in measuring and improving DORA metrics across teams.

Preferred Qualifications:

• Experience with cloud-native technologies and platforms (e.g., AWS).
• Familiarity with developer tooling and software cataloging tools and practices (e.g., Backstage, SonarQube, IDE plugin development)
• Expertise in pipeline technologies and practices, including CI/CD orchestration, artifact management, and automated rollbacks (e.g., Jenkins, GitHub Actions, ArgoCD, Artifactory)
• Proficiency with build tools and dependency management systems (e.g., Maven, Gradle, Bazel, npm, Yarn)
• Experience with containerization and orchestration tools (e.g., Docker, Kubernetes)
• Strong understanding of Agile and DevOps principles

The Role

Forward Deployed Engineers (FDEs) partner directly with key technical & strategic counterparts at Addepar's largest enterprise engagements. From building custom data integrations to extending platform capabilities; an FDE operates with the autonomy and ownership to drive ground-breaking change for Addepar's customers. As an FDE, you will work in small teams with minimal supervision to set priorities, lead client interactions, and be responsible for the end-to-end delivery of critically important projects.

Each engagement will take on a slightly different shape, providing a wide breadth of opportunities to solve complex technical challenges, explore new and emerging technologies, and most importantly deliver high value customer outcomes. As an FDE, you will be responsible for taking lessons learned and value gathered in the field and turning it into scalable and repeatable long term solutions. You will spend time collaborating with teams across Addepar's engineering and product organization; providing valuable insight to inform design strategy and contributing directly to the core product code base.

FDE operates as an extension of the platform rather than a services organization. This distinction allows FDE to partner with customers in a highly collaborative fashion with a focus on measurable outcomes, rather than billable hours. You will partner with other members of the FDE team to continuously evaluate the dynamic landscape of opportunities, strategic priorities, and commitments - ensuring that the team is always focused on solving the most important & impactful problems. 

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 roles in Colorado, California, and New York.

The current range for this role is $101,000 - $158,000 + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

Who You Are

• 2+ years experience as a professional Software Engineer
• Proficiency with one or more object-oriented programming language (Java and/or Python preferred) and/or compiled language (Go, Rust, Scala preferred)
• Experience building systems with Relational or NoSQL database storage
• BS+ in Computer Science, Software Engineering, Mathematics or other highly technical field paired with software industry experience.
• Ability to lead complex projects, relationships and timelines. Excels working in a cross disciplinary team/environment.
• (Plus) Experience in one or more strongly typed server side programming language (ex: Java, C++).
• (Plus) Experience with distribution storage & execution frameworks (ex. Arrow, Spark, Flink, Storm)

The Role

We are currently seeking a Senior Information Security Analyst to join our Information Security & Riskteam.The successful candidate will have the opportunity to help take Addepar’s Security and Risk Program to the next level. In this role, this person will work as part of the Security Operations function to investigate security alerts, develop new monitoring strategies, and work with the wider business to increase the overall security posture of the organisation.

We are looking for someone with prior SOC experience who is a self-starter, takes ownership of their work, and is a believer in collaborative teamwork! This role is responsible for continuing to advance the buildout of Addepar’s SOC and incident response functions, interfacing closely with our MDR provider, maintaining and improving our SIEM platform, and acting as incident commander for security-related incidents.

What You’ll Do

• Respond to security alerts and run threat hunting exercises.
• Help develop security alerts with our existing toolset and develop security-centric IR processes and runbooks.
• Take part in Addepar’s security on-call rotation, act as incident commander during Security Incidents, and lead regular incident postmortem exercises.
• Lead triage work during major incidents and validate incident occurrences to identify Security-related risks.
• Conduct post-incident reviews and analysis of alerts and monitoring to identify areas for improvement and implement necessary changes.
• Identify recurring issues and patterns to proactively prevent future problems and enhance system security.

Who You Are

• 4+ years of security incident response and investigation experience.
• Bachelor’s degree or higher. Computer Science or Engineering related education preferred.
• Experience with investigating using a wide variety of detective technologies such as SIEM, SOAR, packet capture analysis, host forensics and memory analysis tools.
• Proficient in one or more programming languages, including at least one scripting language.
• Ability to build strong relationships and work collaboratively with internal and external partners.
• Excellent verbal and written communication and organisational skills, along with the ability to deliver to time-sensitive guidelines.
• Certifications in Incident Response, Forensics, and Cloud Security are a major plus.
• Curious, always learning and deeply interested in cybersecurity.
• Self-starter with proactive problem solving skills

The Role

We are seeking an Account Executive to join our growing Sales Team in the Middle East and Africa (MEA) region. This is a fantastic opportunity for an experienced sales professional to drive Addepar’s growth as the leading financial platform for the finance industry. The Account Executive will focus on driving new Annual Recurring Revenue (ARR) across Registered Investment Advisors (RIAs), Single and Multi-Family Offices, and Private Banks within the MEA region.

What You’ll Do

• Develop a strategic sales plan to effectively and efficiently cover named accounts within your assigned MEA territory.
• Manage lead qualification and conversion from financial firms in the MEA region.
• Aggressively prospect and cultivate new relationships within named accounts.
• Conduct client meetings, presentations, and product demonstrations tailored to the region's needs.
• Travel as required to engage with prospects and clients or participate in marketing events within the territory (approximately 40-50% travel).

Who You Are

• Experience: 4+ years of experience in software sales, preferably within the MEA region.
• Industry Knowledge: Background in selling SaaS products to the wealth management or finance industry.
• Proven Success: A track record of achieving sales quotas and expanding into new markets.
• Technical Skills: Hands-on experience with Salesforce and a solid understanding of SaaS applications.
• Cultural Awareness: Strong interpersonal and presentation skills, with the ability to navigate diverse cultures within the MEA market.
• Communication: Exceptional verbal and written communication skills; proficiency in Arabic is highly desirable.
• Education: A Bachelor’s degree or equivalent is highly preferred.
• Tools Proficiency: Experience with web-based conferencing tools such as Zoom and other virtual platforms.
• Adaptability: Ability to thrive in a fast-paced, collaborative team environment. 

The Role

We are excited to announce a unique opportunity to join Addepar as our first Sales Engineer in the UAE. This role is pivotal in establishing our presence in the region and supporting our growing team in EMEA. As a Sales Engineer, you will be a key technical and consultative resource throughout the sales process, partnering with prospective clients to demonstrate how Addepar’s solutions can create meaningful value for their businesses.

Your role will involve engaging with high-net-worth wealth management firms and other key stakeholders in the financial sector. You will provide expert insights into the advantages and capabilities of Addepar’s platform, helping clients envision how our technology can transform their operations. As a bridge between Sales, Services, Product, Engineering, and Data teams, you will ensure the sales team remains aligned with the latest product developments and client needs.

This is a groundbreaking opportunity for someone with a deep understanding of financial technology, excellent communication skills, and a passion for delivering value to clients. You will be key in building resources and infrastructure to support sales efforts in the region and beyond.

What You’ll Do

• Serve as a trusted advisor during the due diligence, guiding prospects on how Addepar’s platform aligns with their business needs and ensuring a strong mutual fit.
• Support senior sales engineers and sales executives throughout the sales process with in-depth expertise in Addepar’s product, data platform, and implementation approach.
• Assist with the preparation and completion of RFPs and RFIs.
• Coordinate with internal teams to support technical discussions and ensure seamless communication during prospect calls and meetings.
• Communicate Addepar's unique benefits by showcasing a thorough understanding of our platform, client workflows, and the financial sector.
• Lead "Proof of Concept" initiatives: understand client requirements, load data, and create tailored demo environments to illustrate the potential of Addepar’s solutions.
• Design customised solutions to address client needs, ensuring that future implementation projects are planned and de-risked effectively.
• Collaborate on drafting Statements of Work (SOW) and budget estimates and liaising with key teams, including Professional Services, Data, Implementation, Support, Finance, and Legal.

Who You Are

• 5+ years of experience in financial services, with expertise in FinTech deployment, sales engineering, solutions architecture, product management, or financial platforms.
• Experience working at SaaS companies in roles such as deployments, product, or engineering, interested in transitioning to sales.
• Strong knowledge of modern software architecture and financial concepts.
• Exceptional communication and presentation skills, with the ability to build relationships and engage stakeholders at all levels.
• Demonstrated ability to manage multiple tasks, processes, and deliverables simultaneously.
• Skilled at handling complex projects and fostering relationships with clients and internal teams.
• Willingness and ability to travel as needed (approximately 25% for in-office roles, 35% for remote roles).
• Familiarity with database concepts, cloud infrastructure, security, SQL, Python, and APIs is a strong advantage.
• Bachelor’s degree preferred (background in Computer Science, Mathematics, or Engineering is a plus).

The Role

The Data Governance Program Manager is responsible for developing and implementing the enterprise data governance framework.  As the Data Governance Program Manager, you will be responsible for partnering with IT, the Chief Data Office, InfoSec, Product, HR, and others to develop and implement a bespoke data governance program, as well as executing on developing data governance standards, policies, and processes to help scale our growing business. The ideal candidate will have exceptional analytical and communication skills, thrive in a fast paced environment, and bring a solutions oriented approach to all problems they encounter.

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 roles in Colorado, California, and New York.

The current range for this role is $120,000 - $187,000 (base salary)  + bonus + equity + benefits. 

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You'll Do

• Develop and implement comprehensive data governance policies, procedures, and standards to ensure data quality, integrity, and security.
• Lead cross-functional teams to define, develop, and maintain data governance frameworks, ensuring alignment with organizational goals and regulatory requirements.
• Collaborate with data stewards, data owners, and IT teams to establish and maintain data definitions, data standards, metadata management, and data quality.
• Monitor and report on data governance metrics, identifying areas for improvement and implementing corrective actions as necessary.
• Oversee the data lifecycle management, including data classification, data retention, and data disposal processes.
• Conduct regular audits and assessments to ensure compliance with data governance policies and industry regulations.
• Provide training and awareness to stakeholders on data governance best practices and policies to foster a culture of data stewardship and accountability.
• Manage and resolve data-related issues, ensuring timely and effective resolution while minimizing business impact.
• Stay current with emerging data governance trends, tools, and technologies, recommending enhancements to existing processes and frameworks.
• Drive the adoption of data governance initiatives across the organization, ensuring data assets are managed effectively and efficiently.

Who You Are

• Bachelor’s degree in Information Management, Computer Science, Business Administration, or a related field, or equivalent experience
• Minimum of 5 years of experience in data governance, data management, or a related field.
• Strong understanding of data governance principles, practices, and frameworks (e.g., DAMA, DGI).
• Experience with data governance tools and technologies (e.g., Data Bricks, Securiti.AI, Collibra, Informatica, Alation).
• Excellent project management skills, with the ability to manage multiple projects simultaneously and meet deadlines.
• Strong analytical and problem-solving skills, with a keen attention to detail.
• Excellent communication and interpersonal skills, with the ability to collaborate effectively with stakeholders at all levels.
• Proven ability to lead and motivate cross-functional teams to achieve organizational objectives.
• Familiarity with regulatory requirements related to data governance and data privacy (e.g., GDPR, CCPA, LGPD).
• Professional certifications in data governance or data management (e.g., CDMP, DGSP) are a plus

The Role

Addepar is seeking a Deal Operations & Sales Strategy Analyst to join our GTM Strategy and Operations team. This hybrid role will focus on optimising sales processes, supporting deal flow, and working closely with sales leadership to drive operational excellence. You will manage key operational functions across the sales lifecycle, work to improve data integrity and reporting and support strategic sales initiatives designed to accelerate revenue growth.

In addition to being a process-focused operator, you will be a strong collaborator, working cross-functionally with teams like Sales, Finance, Legal, and Product to ensure smooth execution of deals, streamline workflows, and continuously improve performance.

What You’ll Do

• Sales Operations Support: Manage key aspects of the sales cycle, including deal flow, pricing, and approvals. Collaborate with sales, finance, and legal teams to optimize processes and remove friction in the deal-making process.
• Sales Performance & Analytics: Analyze sales pipeline data and key performance metrics, providing insights to leadership on opportunities for growth, process improvement, and resource allocation.
• Process Optimization: Identify bottlenecks and inefficiencies in the sales cycle and implement process improvements to drive deal velocity and sales productivity.
• Cross-Functional Collaboration: Work closely with sales, finance, legal, and product teams to ensure alignment and efficient handoffs between departments throughout the deal lifecycle.
• Reporting & Data Hygiene: Maintain accurate data across systems, ensuring Salesforce and other sales tools are up-to-date. Build and maintain dashboards to track sales performance, deal health, and other key metrics.
• Stakeholder Management: Build strong relationships with key internal stakeholders, guide them through the deal process, address operational challenges, and ensure alignment on priorities.
• Sales Enablement & Training: Create process documentation and train sales teams on best practices, tools, and workflows to ensure effective deal execution.

Who You Are

• Bachelor’s Degree or equivalent experience in a quantitative subject area (e.g., Statistics, Math, Finance, Engineering, Sciences)
• 4+ years in a deal operations, sales operations, or revenue operations role focusing on optimizing the sales cycle. Hands-on experience with Salesforce and sales reporting tools is required.
• Strong quantitative skills, including the ability to analyze large datasets, identify trends, and provide actionable insights to improve sales performance and operational efficiency. Proficiency in Excel/Google Sheets, as well as familiarity with BI tools such as Looker or other analytics platforms, is a plus.
• You understand how operational excellence drives business outcomes and are motivated to continuously optimise sales processes for better efficiency and revenue growth.
• You are focused on improving and automating sales processes to ensure deals are executed quickly and accurately while minimizing manual effort and friction.
• Experience working within Salesforce, CPQ systems, and related tools to track deals, forecast sales, and manage reporting.
• You thrive in a cross-functional environment and can effectively partner with diverse teams to drive initiatives forward. You can influence stakeholders and align teams on common goals.
• You are organized and detail-oriented, and you can manage multiple projects simultaneously in a fast-paced environment. You take ownership of your responsibilities and proactively seek solutions to operational challenges.
• You have excellent written and verbal communication skills and can present complex ideas or data-driven insights to technical and non-technical stakeholders.

The Role

We are seeking a Marketing Operations Analyst with a strong focus on lead lifecycle reporting and optimization. This role is ideal for a detail-oriented, analytical individual skilled in both strategic and tactical work. You’ll leverage data insights to improve lead management, reporting frameworks, and marketing processes. A key part of the role is to optimize workflows, create transparency in the lead lifecycle, and establish clear, documented processes that support data-driven decisions in a high-growth environment.

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 roles in Colorado, California, and New York.

The current range for this role is $78,000 - $122,000 + bonus + equity + benefits.  Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You’ll Do

• Lead Lifecycle Reporting: Build and maintain reporting frameworks for lead lifecycle, focusing on metrics like lead conversion, scoring, routing, and engagement. Track lead performance to spot trends and improvement areas.
• Data Infrastructure & Attribution:Set up a reliable data infrastructure for scalable attribution across marketing and sales. Streamline data processes for accurate reporting and insights.
• Cross-Functional Collaboration:Partner with performance marketing, product marketing, and sales teams to ensure accurate full-funnel lead reporting and provide insights to improve lead generation and management.
• Optimize and Document Lead Processes:Enhance lead lifecycle processes like enrichment, scoring, routing, and conversion rate optimization, working with stakeholders to improve lead quality and funnel efficiency.
• Marketing Tech Stack: Work with Marketing Operations to maintain the marketing tech stack, ensuring smooth integration between platforms like Marketo and Salesforce for reporting and data flow optimization.
• Reporting & Dashboards:Create executive dashboards and reporting systems for lead management visibility, enabling data-driven strategic decisions for leadership.
• Support Automation:Assist in automating marketing and lead management workflows to improve efficiency and scalability, ensuring alignment with business goals and reporting needs.

Who You Are

• Experience: 4+ years of experience in a related role with a Bachelor's degree or equivalent experience or 2+ years with a Master's degree.
• Technical Skills: Strong understanding of lead lifecycle processes, lead scoring, and routing within marketing platforms (e.g., Marketo, Salesforce). Experience with marketing data analysis and reporting is essential.
• Data-Driven: Analytical mindset with a proven ability to track and report on lead performance, identifying key trends and actionable insights.
• Detail-Oriented: Ability to document and maintain clear processes and reporting structures and ensure data accuracy across the marketing funnel.
• Collaborative: Strong interpersonal and communication skills with the ability to work effectively across marketing, sales, and technical teams.
• Adaptable: Comfortable working in a fast-paced, dynamic environment with the ability to prioritize and manage multiple projects at once.

The Role

The Account Management team at Addepar is responsible for cultivating critical relationships and growing revenue.

This is an exciting opportunity to join a fast-growing entrepreneurial company. We’re looking for a leader who thrives in fast-paced environments and enjoys the challenge of working with varied clients with complex needs. The ideal candidate is comfortable working hands-on, is high-reaching, and is results-based.

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 roles in Colorado, California, and New York.

The current range for this role is $89,000 - $139,000 (base salary)  + bonus + equity + benefits. 

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You’ll Do

• Work cross-functionally to drive revenue growth across a portfolio of clients through renewals & additional products
• In conjunction with the Client Engagement & Success Management (CESM) team, cultivate relationships across your portfolio of assigned clients, connecting with key business executives from C-level on down.
• Partner with the CESM team to deliver scheduled business reviews to key business contacts to increase awareness and growth around the full suite of Addepar products.
• Develop a strategic and targeted approach to attain and exceed annual sales quota and net retention targets.
• Maintain accurate forecasting and pipeline management
• Lead renewal process
• Use Salesforce effectively to run the sales process from lead generation to close and maintain relevant data

Who You Are 

• 6-8+ years of account management experience
• Track record of successfully implementing sales strategies, meeting and exceeding goals
• Strong executive presence and ability to successfully navigate all levels of highly matrixed organizations
• Experience developing and selling sophisticated business solutions at the C-Suite level
• Outstanding communication and presentation skills to C-level executives
• Ability to influence internal and external decision-makers and get results
• Strong time management and prioritization skills
• Demonstrates strong customer focus 
• Work constructively with others to build consensus
• Experience working in Financial Services or Fintech preferred

The Role

The Client Success Team at Addepar drives client success for the complete post-sales lifecycle of an Addepar client. Through strategic guidance and partnership, CSM will ensure clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company!

You will become a trusted advisor to these clients, deeply understanding their business and their needs, and help them improve the value they get from Addepar. This role involves working closely with colleagues to identify and reveal opportunities. CSM will also cultivate cross-functional relationships in Product & Engineering and Services teams, to drive standard methodologies and utilization of the platform. You will be the client’s internal advocate! You will help to ensure an excellent experience, and gather feedback to aid Addepar in building the next generation of solutions.

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 roles in Colorado, California, and New York.

The current range for this role is $86,000 - $134,000(base salary)  + bonus + equity + benefits. 

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You’ll Do

• Develop a deep understanding of the Addepar platform and be able to apply it to client’s requirements, industry challenges, and goals.
• Provide client support to senior members of the team during implementation, business reviews, instance reviews and other BAU tasks to support an outstanding client experience. 
• Develop success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimization and cross selling opportunities.
• Provide continuing education and insights to clients relating to product updates Addepar’s product roadmap, as well as, review product usage patterns
• Assist in the identification of new revenue opportunities for the Account Manager and Product Specialists and participate in presentations to clients, including but not limited to: new projects, additional Addepar products or partner solutions
• Advocate for clients, building strong working relationship with cross-functional teams to ensure client success

Who You Are 

• 6-10 years experience in a RIA or Single Family Office oriented business or environment, preferably, in a client-facing role for financial products or services for UHNW clients
• Strong analytical skills and a consistent framework or process approach to problem solving.
• You have technology knowledge that helps you engage and have credibility with product groups within Addepar and clients
• Strong time management and prioritization skills, as well as verbal and written communication skills
• Experience building and improving client engagement strategies with a track record of success as proven by improved client health, reference-ability and platform adoption. 
• You have handled difficult customers or situations and can demonstrate resolutions
• Ability to establish relationships with key influencers (internal and client); executive presence and ability to effectively navigate and persuade all levels of an organization. 
• Ability to navigate data and people to find answers
• Independent, adaptable and can thrive in a fast-paced environment
• You are open to travel 

The Role

As the Regional People Operations Manager for the Americas, you will lead and manage People Operations in the Americas region for a rapidly growing, high-impact organization. This role requires strategic thinking, operational excellence, and a hands-on approach to problem-solving. You will oversee compliance, employee lifecycle processes, policy management, and more, while managing a team that delivers exceptional service to Addepeeps. You’ll collaborate with cross-functional partners, support global expansion, and drive efforts to balance processes across the global People Operations organization, ensuring operational efficiencies in a high-growth environment.

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 roles in Colorado, California, and New York.

The current range for this role is $106,000 - $133,000 (base salary)  + bonus + equity + benefits. 

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You'll Do

Core People Operations

• Lead the People Operations function for the Americas region, managing processes and practices and focusing on scalability in a growing organization.
• Oversee all aspects of the employee lifecycle, including onboarding, offboarding, data management, travel, benefits, and retirement administration.
• Work cross-functionally with teams such as Legal, Talent Acquisition, Compensation, Finance, and People Partners to deliver effective and compliant People solutions.
• Utilize data and analytics to identify trends, address operational gaps, and create streamlined solutions that enhance overall effectiveness.
• Continuously seek ways to enhance the efficiency and effectiveness of people-related systems and processes, including Workday HRIS, to ensure they support Addepeeps in doing their best work.
• Drive process optimization across People Operations to improve speed, accuracy, and scalability. Ensure that workflows and SOPs are well-defined and documented.
• Manage our People ticketing system and direct the team in responding to and resolving employee inquiries and issues.

Compliance Management

• Lead the regular review and updates of employee handbooks and policies, keeping them current with local laws and best practices.
• Manage the distribution of employment law posters and required notices to ensure legal compliance.
• Oversee, deliver, and track completion of compliance training (e.g., harassment prevention, GDPR) as required.
• Serve as a subject matter expert for compliance-related issues such as I-9s, employment practices, and more.
• Coordinate and complete governmental and audit compliance reporting, including EEO1, SOC 2, and client requests.
• Oversee contingent workforce management and ensure all relevant compliance requirements are met.
• Manage regional immigration and visa compliance, ensuring seamless global employee transfers and legal compliance.

Supporting Global Expansion

• Partner with global People Operations teams to ensure consistency and balance of People policies, practices, and processes across regions, while accommodating local nuances.
• Support the global expansion of Addepar by ensuring that processes, systems, and compliance are effectively managed as the company grows into new geographies within the Americas region.
• Drive the execution of initiatives that balance short-term needs with long-term growth, ensuring People operations scale efficiently as the organization expands.

People Management

• Lead, mentor, and develop a local high-performing People Operations team, setting clear goals and ensuring alignment with Addepar’s global People strategy.
• Foster a collaborative, growth-oriented environment that empowers your team to deliver operational excellence and continuous improvement.
• Encourage open communication and provide regular feedback, coaching team members to develop their skills and advance their careers.

Who You Are

• Experience: 6+ years in People Operations or HR roles, with at least 3 years of people management. Experience at a global organization is preferred.
• Compliance Knowledge: Deep expertise in managing employment compliance (e.g., I-9, EEO-1, SOC2 audits), ensuring adherence to regional labor laws.
• Strategic Problem-Solver: Strong ability to think strategically and implement solutions that improve operational efficiencies in a growing, fast-paced organization.
• Data and Process Savvy: Proficient with HRIS systems (e.g., Workday) and skilled in using data and analytics to drive decisions and optimize operations.
• Growth Mindset: Ability to thrive in a high-growth, fast-paced environment and approach challenges with curiosity and a solutions-oriented mindset.
• Attention to Detail: Possess a keen eye for detail, ensuring accuracy in documents and processes
• Project Management: Excellent organizational and project management skills, with the ability to manage multiple priorities simultaneously.

Why Addepar?
At Addepar, we are passionate about creating the best solutions for our clients and building a culture that empowers every employee to thrive. As a member of the People Team, you’ll collaborate with talented, caring, and driven colleagues who are committed to making a meaningful impact.

The Role

We are seeking a Marketing Operations (MarkOps) Manager who can operate at both the strategic and tactical level, leveraging bold and innovative automation solutions to drive marketing success. This role is ideal for an experienced people-leader, who is passionate about optimizing processes, building reporting frameworks, and upleveling our marketing automation to scale in a high-growth environment.

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 roles in Colorado, California, and New York.

The current range for this role is $102,000 - $159,000 (base salary) + bonus + equity + benefits. 

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You’ll Do

• Lead our Marketing Operations Team: Oversee our growing Marketing Operations team, focusing on people, process, and tools. 
• Oversee Marketing Tech Stack & Data Infrastructure: Manage the marketing tech stack to ensure smooth data flow and integration, generating insights to guide strategic business decisions.
• Champion Automation & Streamline Operations: Align processes, technology, and people to create efficient and cohesive operations across the marketing organization. Drive the implementation and optimization of marketing automation strategies to enhance processes, increase productivity, and support Addepar’s rapid growth.
• Cross-Functional Collaboration: Work closely with performance marketing, product marketing, and sales/client leadership to successfully implement and report on the full lifecycle of prospects and customers.
• Lead/Marketing Reporting & Data Strategy:
• Continuously calibrate Addepar’s leads process, including lead life cycle, enrichment, quality, privacy, marketability, matching, scoring, routing, and conversion rate optimization.
• Solidify and document the data infrastructure for accurate and scalable attribution and measurement.
• Develop and maintain reporting systems to identify key touchpoints for improving conversion rates.
• Project Management: Oversee and execute multiple projects simultaneously, balancing competing priorities and ensuring timely completion in a fast-paced environment.
• Tool Integration: Lead initiatives to evaluate, select, and integrate third-party and internal tools, ensuring seamless functionality.
• Ensure Compliance: Ensure all marketing tools and processes comply with Infosec policies and communication governance standards.
• Roadmap & Planning: Play a key role in driving marketing roadmap and sprint planning, supporting campaign strategy, and participating in business reviews, annual planning, and goal-setting efforts.

Who You Are

• 6+ years of related experience in role and a Bachelor's degree or equivalent experience; 4+ years and a Master's degree
• 4+ years of experience with Marketo, focusing on Marketo-to-Salesforce integrations, with deep expertise in managing lead workflows.
• 2+ years of experience leading a hybrid/remote team, and proven ability to hire, develop, and train A players
• A proactive and solution-driven mindset, with a passion for delivering results in a fast-paced, ever-changing environment.
• Proven experience in managing teams and building high-performing marketing operations teams, with a focus on mentorship, collaboration, and driving team success.
• Success in scaling or improving lead management processes, including lifecycle management, lead scoring, routing, and conversion rate optimization, supported by key performance metrics.
• Strong understanding of sales and marketing processes and best practices, along with associated metrics.
• Extensive knowledge of Salesforce campaign hierarchies, campaign attribution methodologies, and executive dashboard builds. 
• Experience leading projects that span multiple teams and systems, ensuring successful cross-functional collaboration.
• Exceptional communication and interpersonal skills, with a demonstrated ability to engage and influence senior leadership and key stakeholders.

The Role

As Addepar continues to experience exceptional growth, we seek a Senior Recruiter to strengthen our team through this exciting expansion. In this role, you’ll be pivotal in building our Go-To-Market teams, including Sales, Client Services, and other critical business functions. Your expertise in full-cycle recruiting will help bolster our client solutions and business-focused teams, enabling Addepar to scale strategically and sustainably.

At Addepar, our Recruiting team is driven to craft outstanding candidate experiences and build long-lasting relationships within our teams and with the talented professionals who join us. If you’re passionate about contributing to a rapidly growing, globally impactful organization and leaving a lasting mark, Addepar is for you!

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 roles in Colorado, California, and New York.

The current range for this role is $90,000 - $140,000 + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You’ll Do

• Manage the full recruitment cycle for Go-to-Market roles, including sourcing, screening, interviewing, and extending offers.
• Develop innovative sourcing strategies to identify and engage top talent across the US.
• Provide an exceptional candidate experience with timely communication throughout the recruitment process.
• Partner with hiring managers and Talent Acquisition leaders to understand staffing needs and offer expert guidance on recruitment strategies.
• Utilise market insights to inform recruitment efforts and improve processes.

Who You Are

• Experienced full cycle recruitment across sales, client services, and marketing 
• 4+ years of sourcing experience for finance and/or technology companies, B2B or SaaS strongly preferred.
• Passionate about employer branding and effectively communicating our vision and culture.
• You're passionate about employer branding and can effectively communicate our company's vision and culture to potential candidates.
• An excellent communicator with strong interpersonal skills.
• Proactive, resourceful, and able to thrive in a dynamic environment.
• Committed to providing a positive candidate experience.
• Analytical, using data to inform decisions and improve strategies.
• A collaborative team player dedicated to collective

Why Join Addepar

• Impactful Work: Be part of a company that's transforming the investment management industry on a global scale.
• Growth Opportunities: Play a key role in our international expansion and grow your career alongside our company.
• Vibrant Culture: Join a collaborative and inclusive team that values diversity and fosters a supportive work environment.
• Competitive Benefits: Enjoy a comprehensive benefits package, including health insurance, retirement plans, and flexible working arrangements.

The Role

We are currently seeking a Senior Data/Product Analyst to join our Business Analytics team! Our team is passionate about empowering everyone to make data-driven decisions about product design, client management, and business priorities. We play an important role in ensuring people’s valuable time and efforts are spent on solving the right problem the right way. 

You will develop a keen understanding of our clients, products, and product development workflows. You will use your curiosity and analytical skills to support major company initiatives, from defining and monitoring success metrics to dissecting user behaviours and gathering and analysing additional data to support decisions along the way. 

What You’ll Do

• Collaborate with product, engineering and business partners to understand data needed to make product, design and prioritisation decisions
• Assess data availability and quality, and work with data engineers to ensure required data sets are extracted and transformed, if needed, for analysis 
• Analyse and visualise data to generate actionable insights for business partners
• Present your findings and recommendations to your business partners
• Enable self-service monitoring of key metrics through good dashboard experience, documentation and business partner training

Who You Are 

• Several years of experience in a business and/or product analytics role
• Previous experience building reports and dashboards with BI or reporting tools such as (Looker (Preferred) or Power BI, Tableau, etc.)
• Solid understanding of SQL, python and other analytics programming languages
• Excellent communication (verbal, written and visual) and storytelling skills
• Experience working with business partners from a broad range of business teams including product development is highly desirable
• Passion for seeking insights, developing and telling a story with data
• Readiness to learn new technologies and systems
• Familiarity with the financial industry a plus 

The Role

The Client Success Team at Addepar drives client success for the complete post-sales lifecycle of an Addepar client. Through strategic guidance and partnership, CSM will ensure clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company!

You will become a trusted advisor to these clients, deeply understanding their business and their needs and helping them improve the value they get from Addepar. This role involves working closely with colleagues to identify and reveal opportunities. CSM will also cultivate cross-functional relationships in Product & Engineering and Services teams to drive standard methodologies and utilization of the platform. You will be the client’s internal advocate! You will help to ensure an excellent experience and gather feedback to aid Addepar in building the next generation of solutions.

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 roles in Colorado, California, and New York.

The current range for this role is $67,000 - $105,000 (base salary)  + bonus + equity + benefits. 

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You’ll Do

• Develop a deep understanding of the Addepar platform and be able to apply it to client’s requirements, industry challenges, and goals.
• Provide client support to senior team members during implementation, business reviews, instance reviews, and other BAU tasks to ensure an outstanding client experience. 
• Develop success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimization and cross-selling opportunities.
• Provide continuing education and insights to clients relating to product updates on Addepar’s product roadmap, as well as review product usage patterns
• Assist in the identification of new revenue opportunities for the Account Manager and Product Specialists and participate in presentations to clients, including but not limited to new projects, additional Addepar products, or partner solutions
• Advocate for clients, building strong working relationships with cross-functional teams to ensure client success

Who You Are 

• 3-5 years experience in an RIA or Single Family Office oriented business or environment, preferably in a client-facing role for financial products or services for UHNW clients
• Strong analytical skills and a consistent framework or process approach to problem-solving.
• You have technology knowledge that helps you engage and have credibility with product groups within Addepar and clients
• Strong time management and prioritization skills, as well as verbal and written communication skills
• Experience building and improving client engagement strategies with a track record of success, as proven by improved client health, reference-ability, and platform adoption. 
• You have handled demanding customers or situations and can demonstrate resolutions.
• Ability to establish relationships with key influencers (internal and client); executive presence and ability to effectively navigate and persuade all levels of an organization. 
• Ability to navigate data and people to find answers
• Independent, adaptable, and can thrive in a fast-paced environment
• You are open to travel

The Role

The Client Success Management (CSM) team at Addepar is responsible for a client's complete post-sales lifecycle. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles have such a direct impact on the company's growth.

The CSM Team manages some of Addepar’s largest and most sophisticated clients, including Single-Family Offices, Multi-Family Offices, and traditional Wealth Management Firms. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar. 

This role works closely with the Account Manager, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience and capturing feedback on ways that Addepar can build the next generation of client-centric solutions.

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 roles in Colorado, California, and New York.

The current range for this role is $109,000 - $170,000 (base salary)  + bonus + equity + benefits. 

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You’ll Do

• Have a deep understanding of Addepar's Strategic Client segment, including industry challenges and goals, and a strong understanding of how they use Addepar to increase client adoption and growth and ensure account retention.
• Provide strategic oversight during the entire client journey, including implementation, optimization, growth, and renewal, so your team can seamlessly hand over knowledge and responsibilities where appropriate.
• Partner with your account manager to deliver quarterly business reviews to align on business priorities, optimization opportunities, and Addepar’s product roadmap, as well as review product usage, adoption patterns, and insights.
• Be the client's voice in Product Management, Product Marketing, Support, Renewals, Services, Finance, etc., building strong working relationships with each to ensure client success and consistency of contact.
• Build and maintain a high level of client happiness and referenceability by successfully diagnosing clients' business operations and prescribing appropriate solutions and Services.

Who You Are 

• 10+ years of experience working in a client-facing role with a proven track record and in-depth knowledge of our strategic client segment
• Strong work ethic, upbeat, proactive, standout colleague
• Excellent problem-solving, communication, organization, and time leadership skills
• Data and metric-driven
• Flexibility and ability to adapt to new demands; strong sense of urgency
• Assertiveness, candor, and a “company first” mentality
• Minimum of Bachelor’s Degree or equivalent experience

Key to the position is strong leadership capabilities, which include building, cultivating, and supporting a high-performance team, supporting team objectives, and driving client success. This person must have a successful track record of collaborating with multiple cross-functional team members, including sales, marketing, R&D, Finance, and Legal, and interacting regularly with senior-level leaders and C-level management to ensure GTM objectives are met. They must maintain a deep understanding of Addepar technology and be able to articulate Addepar’s propositions to the partner community.