Enterprise Solutions Consultant

Addepar
Salt Lake City, United States
Workplace: RemoteFull timeUSD 74,000 - 93,000 annuallyFunction: Solutions Engineering & Sales EngineeringExperience: 2+ yearsSkills: ["Solution-oriented","Problem-solving","Communication","Organizational","Time-management"]

Lead solution design and execution for end-to-end implementation projects onboarding new clients to the Addepar platform. Partner with cross-functional teams to drive successful project delivery and client satisfaction while managing multiple concurrent initiatives. Improve standard methodologies as the platform expands, and engage clients in a proactive, consultative manner. Ideal for candidates with finance and technology experience who can collaborate across Sales, Engineering, and Product.

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Addepar
Addepar
2 months ago

Enterprise Solutions Consultant

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Last checked: 14 hours agoStatus: Live

Job Summary

Lead solution design and execution for end-to-end implementation projects onboarding new clients to the Addepar platform. Partner with cross-functional teams to drive successful project delivery and client satisfaction while managing multiple concurrent initiatives. Improve standard methodologies as the platform expands, and engage clients in a proactive, consultative manner. Ideal for candidates with finance and technology experience who can collaborate across Sales, Engineering, and Product.
Location: Salt Lake City, United States
Workplace: Remote
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Onboard new clients by leading solution design and execution of implementation projects.
  • •Collaborate with cross-functional teams to ensure successful project delivery and client satisfaction.
  • •Prioritize and context-switch effectively to lead simultaneous projects through completion.
  • •Identify and contribute to process and methodology improvements as the platform expands.
  • •Connect with clients proactively in a consultative, professional manner.

Pay and Benefits

Salary: USD 74,000 - 93,000 annually
Equity and Bonus:Equity

Key Requirements

  • •Minimum 2+ years of professional experience working in finance, technology, and/or consulting.
  • •A solution-oriented approach and a passion for problem-solving.
  • •Strong work ethic, proactive attitude, and ability to contribute to a team.
  • •Independent, adaptable, and able to thrive in a fast-paced environment.
  • •Experience programming in Python and/or project management is a plus.
Experience:2+ yearsFinanceTechnologyConsulting
Skills:Solution-orientedProblem-solvingCommunicationOrganizationalTime-management
Languages:English
Tech Stack:Python

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Addepar
Provides a wealth management platform that aggregates, analyzes, and reports on complex financial data for advisors, family offices, and institutions to enable better investment decision-making and portfolio reporting.
Industry: Wealth Management
Company Size: Large (251 to 1,000 employees)
Growth: Established Company
Headquarters: Mountain View, United States
Founded: 2009
WebsiteLinkedIn