Services Sales Consultant

Addepar
Edinburgh
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 5+ yearsSkills: ["Commercial instincts","Stakeholder management","Organization","Detail-oriented","Collaboration"]

Shape the delivery and positioning of Addepar Professional Services across the EMEA sales cycle. You partner with Sales and GTM stakeholders to develop services proposals, Statements of Work (SOWs), and commercial terms, grounded in implementation and adoption methodologies. You scope services to support technology implementations and integrations, present value propositions to senior client stakeholders, manage SOW/contracting support, and help drive post-implementation services sales and pipeline accuracy using Salesforce.

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FursaFursa
Addepar
Addepar
21 hours ago

Services Sales Consultant

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Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live

Job Summary

Shape the delivery and positioning of Addepar Professional Services across the EMEA sales cycle. You partner with Sales and GTM stakeholders to develop services proposals, Statements of Work (SOWs), and commercial terms, grounded in implementation and adoption methodologies. You scope services to support technology implementations and integrations, present value propositions to senior client stakeholders, manage SOW/contracting support, and help drive post-implementation services sales and pipeline accuracy using Salesforce.
Location: Edinburgh
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Represent Professional Services in sales cycles by partnering with Sales to develop proposals, Statements of Work (SOWs), and commercial terms.
  • •Collaborate with Sales to define and execute services strategy for assigned opportunities.
  • •Understand customer needs and competitive landscape in UK and EMEA to position Addepar Professional Services effectively.
  • •Partner with Professional Services delivery teams and Solutions Engineers to scope services for implementations, integrations, and scaling.
  • •Maintain accurate pipeline and forecasting data in Salesforce and ensure effective communication and hand-offs to post-implementation delivery teams.

Key Requirements

  • •5+ years of experience in professional services sales, sales engineering, solutions consulting, or client-facing services delivery.
  • •Experience selling into enterprise SaaS, fintech, or wealth/asset management technology environments.
  • •Strong commercial instincts and the ability to partner closely with Sales and client-facing teams.
  • •Confidence engaging senior client stakeholders and translating business needs into structured services solutions.
  • •Strong organization and detail orientation to manage multiple opportunities in parallel.
Experience:5+ yearsEnterprise SaaSFintechWealth/asset managementProfessional servicesClient-facing services
Skills:Commercial instinctsStakeholder managementOrganizationDetail-orientedCollaboration
Tech Stack:SalesforceCPQSOWStatements of Work

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