GTM Historian
Who We Are
Addepar’s purpose is to maximize the positive impact of the world’s capital. More than 700 of the world’s leading financial services firms trust Addepar to unlock the power and possibility of informed, data driven investing and advice. These family offices, wealth managers, banks and institutions use Addepar’s purpose-built SaaS platform and associated Marketplace to deliver exceptional value to their clients in a modern, scalable and secure way.
Our clients use Addepar to manage and advise on more than $3.5 trillion in assets, and we’ve been adding more than $15 billion per week for many consecutive quarters, making us one of the fastest growing companies in fintech. Our board and investors are some of the best in the business: D1 Capital, WestCap, 8VC and Valor Equity Partners have led our last few rounds.
We’re now expanding Addepar’s business around the globe, with clients in more than 25 countries. We’re constantly doubling down on tech- and data-fueled innovation, and our product and platform roadmap is more ambitious today than ever. We place our clients at the center of everything we do, and see a virtually unlimited set of opportunities to expand our client footprint and deepen the value we can unlock by building together.
Addepar is a Forbes Fintech 50 company and an honored member of the CB Insights Fintech 250. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City and Edinburgh, Scotland.
*Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.
The Role
Addepar is looking for a strong written and verbal communicator to join the Go To Market (GTM) team as we innovate and document our client engagement model for future expansion. The GTM Historian will help detail and share our best practices across the GTM organization as we better align to anticipate and serve the needs of our clients across the wealth management, family office, private banking, and global investment management market segments.
The GTM Historian will be part of a team responsible for learning the mechanics and documenting the customer lifecycle playbook spanning quality pipeline development, prospect qualification, implementation and adoption design, and client experience and account management. The GTM Historian will also help maintain our Onboarding program content to better educate and certify our new hires. This role will partner with the other organization leaders to define the engagement model.
What You’ll Do
- Design and document the end-to-end customer lifecycle playbook that captures how we engage with our clients to help them mitigate risk and accelerate their goals using the Addepar platform.
- Develop a deep connection and understanding of Addepar's GTM teams encompassing Sales, Operations and Strategy, Services, Experience and Success, and Account Management.
- Work with the broader GTM management team to identify a scalable structure, tools, and learning modalities to build and influence the adoption of the playbook.
- Provide a comprehensive view across the entire customer lifecycle through documentation and storytelling, identifying areas of friction to remove as we optimize the experience for both Addepar employees and our clients.
- Strive to understand our GTM Key Performance Indicators and map to the processes reflected in our playbook.
- Participate in GTM Onboarding, including the creation of documentation, video training, and education.
- Engage with both internal and external personnel to learn and document training standard methodologies.
- Maintain a version control model for ongoing document iteration.
Who You Are
- Proven track record of project management execution.
- 2+ years experience in project or product management roles.
- Strong work ethic, energetic, proactive, team player.
- Excellent communication skills, including oral, written, and presentation abilities.
- Desire to solve complex client problems and build a great company.
- Comfortable presenting to C-suite and senior stakeholders.
- SaaS or Financial Technology industry experience is a plus.
- Ability to develop, critically analyze, and document processes across multiple disciplines into succinct outputs across learning modalities.
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.
To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.
Unfortunately, at this time we cannot accept Colorado applicants.