Enterprise Solutions Consultant

Join Addepar as an Enterprise Solutions Consultant, where you will lead the design and execution of implementation projects for new clients onboarding to the Addepar platform. You will work closely with cross-functional teams to ensure successful project delivery and client satisfaction. This role requires a strong background in finance, technology, and consulting, as well as excellent communication and organizational skills. Enjoy a competitive benefits package, flexible time off, and the opportunity to work in a dynamic team at the intersection of technology and finance.

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

Responsibilities

• Work closely with cross-functional teams to ensure successful project delivery and client satisfaction.
• Identify and drive opportunities to improve our current processes and standard methodologies as the Addepar platform continues to expand rapidly.

Requirements

• The ideal candidate has relevant experience in the financial domain, consulting, and technology
• A Sr. Solutions Consultant is expected to display a strong sense of self-reliance, leadership qualities, and the ability to collaborate with other Addepar teams, including our Sales, Engineering, and Product teams

Excellent communication, organisational, and time-management skills

• They must deeply understand our target markets and the clients we serve
• Proven ability to research, design, and implement solutions for complex problems
• Minimum of 5+ years professional experience working in finance, technology, and/or consulting
• Independent, adaptable, and can thrive in a fast-paced environment

Solution-oriented approach and a passion for problem-solving

• They are passionate about understanding our clients' needs, taking a hands-on approach to solving problems, working collaboratively with internal teams, and taking ownership of our clients' success
• Strong work ethic, proactive, and a high contributing teammate

Preferred

• Experience programming in Python language and/or experience with project management is a plus