Job Description

Solutions Consultants are responsible for designing and implementing solutions for new clients, ensuring efficient onboarding and unlocking value from Addepar's platform. They advise clients on financial modeling, manage projects, and ensure client satisfaction.

Responsibilities

• Onboard users and client data
• Deliver client outcomes
• Manage expectations
• Ensure client retention
• Lead scope change
• Ensure compliance and documentation
• Own data conversions
• Prioritize projects
• Communicate project status
• Improve processes
• Lead third-party engagements
• Be an Addepar expert

Requirements

• Project management, Financial Services, or Consulting experience preferred
• Client-facing experience a plus
• Superior communication and organizational skills
• Understanding of data conversion methodologies
• Process-oriented with continuous improvement mindset
• Independent, adaptable, and thrive in a fast-paced environment
• Strong interpersonal skills
• Passion for technology and finance
• Occasional Travel

Benefits

• No benefits