Client Operations Analyst

at  Addepar

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 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $6 trillion in assets. Addepar’s 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 Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune.

THE ROLE

Addepar is looking for a Client Operations Analyst to support teams across the Addepar Go To Market Organisation. You will work closely with all of our Go-to Market Teams, including Client Management, Sales and Partnerships as well as cross functional partners such as Legal, Finance, Information Security & Engineering. Your role has a dual purpose:

• Optimise key business processes & systems to shorten Addepar’s sales cycle.
• Develop cross-functional relationships and content to scale Addepar’s ability to quickly respond to client Assurance requests.

WHAT YOU’LL DO

• Ensure timely and accurate delivery of external questionnaires & requests for information from our prospects, clients & partners
• Train AI tooling with standard responses and optimise Addepar’s Assurance Library content in Whistic.
• Track & synthesise prospect and client insights to deliver data-driven recommendations to Addepar Leadership.
• Balance competing cross-functional priorities and working styles to drive an excellent client Assurance experience.
• Build content & processes to continually improve Addepar’s Assurance offering to prospects, clients & partners.