Addepar

2 weeks ago

Sr. Manager, GTM Strategy & Planning

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 11 hours agoStatus: Live

Job Summary

Lead and scale go-to-market strategy and revenue planning, owning annual and in-year GTM planning outcomes that drive revenue growth. Guide pricing strategy, market segmentation, quota and margin planning, and translate targets into bottoms-up revenue plans. Own pacing and performance reporting using AI-driven forecasting and anomaly detection, manage assumption tracking and scenario modeling, and partner across Sales, Finance, Product, Marketing, and Client teams while leading the GTM Strategy & Planning team.

Location: New York

Workplace: Remote

Employment Type: Full time

Job Function: Strategy & Corporate Development

Seniority: Sr. Manager level

Key Responsibilities

•Drive the annual and in-year GTM planning cycle, including revenue planning by market/geo/product, capacity and headcount planning, segmentation, quota design, and margin planning.
•Translate company targets into bottoms-up revenue plans with market, segment, and channel assumptions aligned across Sales, Finance, and executive leadership.
•Own ongoing pacing and performance reporting, using AI-driven forecasting and anomaly detection to provide leadership real-time visibility into revenue attainment and predictive forecast accuracy.
•Maintain assumption tracking and scenario modeling using AI-driven pattern recognition to quantify downstream impacts from shifts in key drivers like market conditions, rep capacity, win rates, and pricing.
•Define and refine the go-to-market pricing framework, lead territory carving, align commission and incentive programs, and lead/develop the GTM Strategy & Planning team.

Pay and Benefits

Salary: USD 184,000 - 230,000 annually

Key Requirements

•9+ years of experience in GTM strategy, sales operations, management consulting, investment banking, or a related field, including at least 3 years in a people management role.
•Bachelor’s degree in a quantitative field (e.g., Statistics, Math, Finance, Engineering, Sciences).
•Demonstrated experience owning pricing strategy, including designing pricing models, conducting competitive analysis, and partnering with Product and Sales on monetization decisions.
•Strong business acumen with the ability to influence senior stakeholders and drive cross-functional alignment.
•Experience with BI and analytics tools (Tableau, Looker, Databricks) and CRM/sales tech platforms (Salesforce), with advanced modeling skills in Excel or similar.

Experience:9+ yearsFintechInvestment management

Education:Bachelor's

Skills:LeadershipCommunicationExecutive presenceStakeholder management

Languages:English

Tech Stack:AIForecastingAnomaly detectionTableauLookerDatabricksSalesforceExcel

Eligibility

Visa:H1BF-1

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

Website LinkedIn

Loading job details...

Preparing the role view and application actions.

Addepar

2 weeks ago

Sr. Manager, GTM Strategy & Planning

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 11 hours agoStatus: Live

Job Summary

Location: New York

Workplace: Remote

Employment Type: Full time

Job Function: Strategy & Corporate Development

Seniority: Sr. Manager level

Key Responsibilities

•Drive the annual and in-year GTM planning cycle, including revenue planning by market/geo/product, capacity and headcount planning, segmentation, quota design, and margin planning.
•Translate company targets into bottoms-up revenue plans with market, segment, and channel assumptions aligned across Sales, Finance, and executive leadership.
•Own ongoing pacing and performance reporting, using AI-driven forecasting and anomaly detection to provide leadership real-time visibility into revenue attainment and predictive forecast accuracy.
•Maintain assumption tracking and scenario modeling using AI-driven pattern recognition to quantify downstream impacts from shifts in key drivers like market conditions, rep capacity, win rates, and pricing.
•Define and refine the go-to-market pricing framework, lead territory carving, align commission and incentive programs, and lead/develop the GTM Strategy & Planning team.

Pay and Benefits

Salary: USD 184,000 - 230,000 annually

Key Requirements

•9+ years of experience in GTM strategy, sales operations, management consulting, investment banking, or a related field, including at least 3 years in a people management role.
•Bachelor’s degree in a quantitative field (e.g., Statistics, Math, Finance, Engineering, Sciences).
•Demonstrated experience owning pricing strategy, including designing pricing models, conducting competitive analysis, and partnering with Product and Sales on monetization decisions.
•Strong business acumen with the ability to influence senior stakeholders and drive cross-functional alignment.
•Experience with BI and analytics tools (Tableau, Looker, Databricks) and CRM/sales tech platforms (Salesforce), with advanced modeling skills in Excel or similar.

Experience:9+ yearsFintechInvestment management

Education:Bachelor's

Skills:LeadershipCommunicationExecutive presenceStakeholder management

Languages:English

Tech Stack:AIForecastingAnomaly detectionTableauLookerDatabricksSalesforceExcel

Eligibility

Visa:H1BF-1

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Addepar

Industry: Wealth Management

Company Size: Large (251 to 1,000 employees)

Growth: Established Company

Headquarters: Mountain View, United States

Founded: 2009

Website LinkedIn