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Addepar
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A Sr. Data Solutions Consultant at Addepar is responsible for integrating clients’ portfolio data into Addepar, consulting on complex data challenges, and improving internal processes. The role requires analytical skills, communication, and a solutions-oriented approach.
Coordinate the successful implementation and enhancement of Business Systems technology and software solutions within the organization. Lead end-to-end project management for software implementations, collaborate with internal teams and vendors, maintain project documentation, identify risks and issues, monitor budget and resources, and promote a culture of innovation and continuous improvement.
Manage and lead client renewals and upsell opportunities, build relationships with clients, drive revenue growth, exceed sales quota, and use Salesforce effectively to run the sales process.
