Services Sales Architect

1 hour, 11 minutes ago
Full-time
Junior
Project and Program Management
Addepar

Addepar

Addepar is a financial operating system that aggregates over $4 trillion in assets for professional wealth and asset management firms, offering customizable reporting and visualization tools.

Capital Markets
251-1K
Founded 2009
$473M raised

Description

  • Represent Addepar services in sales cycles for prospects and existing clients.
  • Collaborate with the sales organization to craft services strategies for assigned opportunities.
  • Assess competitive landscape and customer needs to position Addepar Professional Services effectively.
  • Present services solutions, offerings, and value propositions to customers and prospects.
  • Partner with Professional Services teams and Sales Engineers to scope services for Addepar technology solutions.
  • Create, validate, and present Professional Services proposals.
  • Lead or support the Statement of Work and contracting process.
  • Collaborate with adjacent teams including Customer Success, Sales, Marketing, Finance, and Operations to improve services sales execution.
  • Develop post-implementation sales opportunities for add-on products, services, and training offerings.
  • Maintain accurate pipeline, forecast, and next-step data in Salesforce and support effective hand-offs after implementation.

Requirements

  • 3 years of related Addepar experience.
  • Interest in gaining broader exposure in the GTM organization.
  • Ability to work with clients ranging from C-level executives to operational personnel.
  • Must be legally authorized to work in the United States for any employer without current or future visa sponsorship.
  • Must be authorized to begin work in the U.S. on the first day of employment.
  • Commitment to a rotation role for at least one year.
  • Experience with sales processes, services scoping, or implementation planning is preferred.
  • Familiarity with Salesforce and CPQ is preferred.
  • Knowledge of professional services, program management, product, or solution areas is preferred.

Benefits

  • Base salary range of $94,000 - $148,000.
  • Bonus eligibility.
  • Equity compensation.
  • Benefits package included.
  • Opportunity for a rotation role with flexibility to stay, return to a previous role, or explore other Addepar positions after one year.

Interested in this position?

Apply directly on the company website

Apply Now

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