Senior Business Analyst - SaaS/Finance/BizOps/Sales

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This role will be responsible for analyzing the business, and building and interpreting metrics that support key business decisions related to Finance, Sales Operations, Sales/Services and other business functions. This is a strategic, high-impact role that will also help shape the future of Addepar growth and services by providing analytics and insights to grow recurring SaaS revenue, improve cost and unit economics, optimize gross margin of revenue functions and much more. Creating meaningful metrics and KPIs for a SaaS business, supporting dashboards and generating actionable insights will be your forté. This role will require you to collaborate with the CFO, executive leadership and various different stakeholders at Addepar to support their analysis and reporting needs.You will work closely with data/analytics engineers and BI analysts and drive requirements to power efficient information system infrastructure and meaningful metrics.Responsibilities:
  • Collaborate with leaders at Addepar to understand their requirements and build meaningful company wide metrics
  • Drive SaaS metrics standardization to define and build metrics and dashboards for ARR, assets under management, churn rate, platform usage/engagement, customer LTV, Client profitability, etc
  • Build SaaS sales metrics around pipeline, sales productivity and account management effectiveness
  • Partner with business stakeholders to support their data needs and build dynamic and rich dashboards
  • Enhance our lead management capability by organizing better data 
  • Build and maintain BI framework related to SaaS metrics at Addepar
  • Build visualizations to easily interpret complex data and analysis
  • Generate actionable insights and opportunities from diverse and complex data sets
  • Drive requirements and partner with other analysts and data engineers on the team to build data pipelines and model the data needed for SaaS metrics
  • Drive data driven culture across organizations and educate other teams on analytics best practices and self-serve reporting needs
Requirements:
  • 5+ years of experience supporting a SaaS business model
  • 3+ years of experience working in data analytics and business intelligence domain
  • 2+ years of experience building reports and dashboards in BI/reporting tools like ( Preferred:Looker OR Tableau, Sisense/Periscope, Qlik, etc)
  • Expertise in defining and building meaningful metrics and KPIs
  • Ability to visualize data in different formats
  • Proficiency in SQL to analyze and translate business problems
  • Excellent communication and requirement gathering skills
  • Highly organized and effective planning and prioritizing skills
  • Train and assist business users to self-serve themselves using BI tools
  • Help teams quantify their goals and OKRs
  • Basic statistics knowledge
Nice to have:
  • Scripting experience in python
  • Intermediate+ statistics knowledge
  • Experience working with with SaaS/Fintech companies is a plus 

Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios. Founded in 2009 by Joe Lonsdale, who currently serves as an active Chairman of its Board of Directors and General Partner at 8VC, the company's platform aggregates portfolio, market and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with hundreds of leading financial advisors, family offices and large financial institutions that manage data for over $2 trillion of assets on the company's platform. In 2020, Addepar was named as a Forbes Fintech 50 company and honored as a member of the CB Insights Fintech 250. Addepar is headquartered in Silicon Valley and has offices in New York City and Salt Lake City. All brokerage services offered through Acervus Securities Inc., member FINRA / SIPC.

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.

In order to ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.

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Location

303 Bryant St, Mountain View, CA 94041

What are Addepar Perks + Benefits

Culture
Volunteer in local community
Friends outside of work
Eat lunch together
Open door policy
Diversity
Unconscious bias training
Someone's primary function is managing the company’s diversity and inclusion initiatives
Diversity Employee Resource Groups
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
Company Equity
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Family Medical Leave
Company sponsored family events
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Free Daily Meals
Stocked Kitchen
Some Meals Provided
Happy Hours
Pet Friendly
Fitness Subsidies
Home Office Stipend for Remote Employees
Professional Development Benefits
Tuition Reimbursement
Diversity Program
Lunch and learns
Promote from within
Continuing Education stipend
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