Solutions Consultants are responsible for the solution design and execution of end-to-end implementation projects for new clients onboarding to the Addepar platform. They are passionate about understanding our clients' needs, take a hands-on approach to solving problems, and work collaboratively with internal teams to take ownership of our clients' success.

The ideal candidate has relevant experience in finance and technology and is expected to display a strong sense of self-reliance as well as the ability to collaborate with other Addepar teams, including Sales, Engineering, and Product. They must possess a deep understanding of our target markets and the clients we serve.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

Onboard new clients to the Addepar platform by leading the solution design and execution of the implementation project

Work closely with cross-functional teams to ensure successful project delivery and client satisfaction

Prioritize and context-switch effectively to lead simultaneous projects, seeing each through to the finish line

Identify and contribute to opportunities to improve our current processes and standard methodologies as the Addepar platform expands

Connect with clients in a proactive, consultative, and professional manner

Solutions Consultant II

Responsibilities

Qualification

Required

Preferred

Benefits

Company

Addepar

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