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Enterprise Solutions Consultant
| Company | Addepar |
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| Location | New York, NY, USA |
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| Salary | $74000 – $116000 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Junior, Mid Level |
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Requirements
- Professional experience in Financial Services or Consulting in related fields. Prior client-facing experience is a plus
- 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
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
Preferred Qualifications
- Previous experience in investment management software implementations
- Previous experience with project management
