Sales Strategy & Operations Analyst
Sales Strategy & Operations Analyst
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Job Description
Who We Are
Addepar is a global technology and data company that helps investment professionals provide the most informed precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries Addepars platform aggregates portfolio market and client data for over $7 trillion in assets. Addepars open platform integrates with more than 100 software data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City Salt Lake City Chicago London Edinburgh Pune and Dubai.
The Role
Addepar is looking for a dynamic Sales Strategy and Operations Analyst to help support Addepars fast growing sales team. This role is a hybrid of traditional jobs in business analytics sales operations and finance requiring a mix of go-to-market design market analysis sales optimisation strategy and business operational support. Join our dynamic and forward-thinking team to make a significant impact on our revenue growth journey!
Success in this role means assisting the sales leaders to drive the continued success of Addepar by supporting our revenue growth strategy. Projects range from building a scalable reporting infrastructure evaluating market opportunities supporting product growth strategies sales pipeline analysis and regular review of key performance metrics. The role requires interaction with various areas of the organisation and provides exposure to senior executives. The ideal candidate comprehends the key elements that drive success in a Sales team possesses a keen enthusiasm for data analysis to grasp the broader perspective and excels at translating narratives into actionable strategies.
What Youll Do
- Support extensive GTM planning processes and central initiatives through capacity planning productivity review market segmentation territory carving quota/incentive design and more by applying expertise in data modeling and analysis.
- Become the analytical powerhouse behind day-to-day operations evaluating business performance through a data-centric lens.
- Find opportunities for improvement and efficiency by operationalising insights through the creation of robust processes and workflows.
- Collaborate closely with go-to-market teams to provide insights and support on projects sought to boost revenue and improve sales productivity.
- Triage and troubleshoot operational issues and optimise processes/infrastructure/systems for scale.
- You will enable the regional teams with insights analysis processes and tools providing thought leadership and input into global projects.
- You will have the opportunity to blend analytical skills with innovative inquiry incorporating insights from sales leaders.
- Fuel your curiosity to uncover trends and deliver impactful insights that resonate across the entire organisational spectrum shaping strategies refining processes and driving the organisation toward success.
Who You Are
- Bachelors Degree or equivalent experience in a quantitative subject area (e.g. Statistics Math Finance Engineering Sciences)
- 4 years of related experience in an analytical role such as Sales Strategy Investment Banking Management Consulting and/or Venture Capital/Private Equity and a Bachelors degree or equivalent experience; or 2 years and a Masters degree
- Excellent quantitative analysis skills creativity in problem-solving and a keen business sense
- Experience track record of building high-quality and sophisticated models and presentations
- Exceptional attention to detail
- Strong work ethic and self-starter and adapt to change within a fast-paced business environment
- Excellent interpersonal written and oral communication skills
- Proficiency in BI platforms for data extraction analysis and visualisation
- Experience with R Python Tableau (or similar analytical packages) a plus
Our Values
- Act Like an Owner - Think and operate with intention purpose and care. Own outcomes.
- Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
- Champion Our Clients - Exceed client expectations. Our clients success is our success.
- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
In addition to our core values Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas experiences skill sets perspectives backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process to perform essential job functions and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email text and social media. The imposters are creating misleading email accounts conducting remote interviews and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions please reach out to .
Required Experience:
IC
Employment Type
Full Time
