Enterprise Solutions Consultant

$74,000 - $116,000/Yr

Addepar - New York, NY

Full-time - Entry Level

New York, NY

Professional, Scientific, and Technical Services

About the position

Solutions Consultants are responsible for leading and carrying out end-to-end implementation projects to onboard new clients onto the Addepar platform. They are passionate about identifying how Addepar can unlock significant value for our client's businesses, and they work closely with clients to design and build solutions to meet their needs. "SCs" have a deep understanding of both finance and technology, are passionate about solving problems, work collaboratively with internal teams and take ownership of our client's success. SCs have a history of providing a superior client experience directly in investment management or in enterprise software deployments of a related domain. An SC is given discretion over their projects and work schedule. They are encouraged to display a strong sense of self-reliance as well as the ability to collaborate with other Addepar teams including our Sales, Engineering, and Product teams. They must possess a deep understanding of our target markets and the clients we serve. Ideally, they will possess the technical skills to take a hands-on approach to teaching, learning, and developing the functions of our software.

Responsibilities

• Lead and complete implementation projects onboarding new clients to the Addepar platform
• Assess and own the success of add-on projects and partner delivery assurance
• Demonstrate technical and industry expertise to transition clients and their data onto Addepar
• Effectively set, lead, and communicate expectations both internally and externally
• Prioritize and context-switch effectively to complete simultaneous projects; seeing each through to the finish line
• Think critically about how to improve our current processes and tools both internally and externally as our client base expands
• Be a subject matter expert on all things Addepar

Requirements

• Professional experience in Financial Services or Consulting in related fields
• 2+ years of professional experience
• Outstanding communication, organizational, and time-management skills
• Independent, adaptable, and can thrive in a fast-paced environment
• Strong interpersonal skills to train and communicate effectively with clients via email, on the phone, and face-to-face
• Passion for technology and finance
• Experience with programming/scripting, specifically python
• Occasional Travel

Nice-to-haves

• Previous experience in investment management software implementations
• Previous experience with project management

Benefits

• Base salary range of $74,000 - $116,000
• Bonus
• Equity
• Benefits