Addepar

Onboarding Specialist

• Manage the alternatives data onboarding process for new and existing Addepar clients, which includes but is not limited to:
• Guide Clients Through Template Completion: Provide clear guidance and support to clients in accurately completing necessary onboarding templates
• Manage LOA Generation and Signing: Oversee the Letter of Authorization (LOA) process, including generation, client follow-up for signatures, and ensuring timely completion
• Drive Asset Manager Outreach: Proactively engage with Asset Managers to facilitate data connectivity and resolve onboarding queries
• Coordinate Credential Management: Establish and securely store client credentials within LastPass, ensuring adherence to security protocols
• Facilitate ADM Connections: Coordinate the setup and connectivity for Addepar Data Management (ADM) integrations
• Maintain Workflow Tracking: Ensure accurate and up-to-date tracking of all onboarding workflows within our dashboards
• Update Salesforce and Track Milestones: Maintain accurate client information and track key onboarding milestones within Salesforce
• Working with AI initiatives: Drive the use of machine learning to reduce manual data entry and increase the productivity of our end-to-end project lifecycle

Data Onboarding Specialist

Sales Engineer

• Lead high-stakes engagements with C-Suite executives and global stakeholders
• Drive the technical side of the sales cycle focusing on AI-driven workflows and data integration
• Conduct executive-level discovery to identify systemic business inefficiencies
• Design and build tailored demo environments
• Lead technical executive reviews and expansion executions for existing relationships

Senior Enterprise Sales Engineer

Affiliate Manager

• Own and deliver against partner-sourced revenue target by leading co-sell strategy
• Define technical and operational requirements for external partners
• Build and manage Addepar Standard for implementations
• Monitor partner-led implementation quality and satisfaction
• Serve as operational lead for Tier-1 global partnerships
• Act as technical voice of ecosystem, feeding insights to R&D

Head of Partner Solutions

Project Manager

• Serve as the dedicated partner to the internal Data Solutions Consultants, ensuring they have clear specifications and context while managing administrative workflows to allow them to focus on technical execution.
• Translate technical progress, data challenges, and migration results provided by the Data Solutions team into digestible business narratives for client stakeholders.
• Lead regular status calls with clients to convey project health, presenting successful data loads and managing expectations around timelines or data discrepancies.
• Facilitate the flow of information between parties, ensuring client requirements are accurately scoped for the technical team and technical constraints are clearly explained to the client.
• Prioritize and context-switch effectively to oversee simultaneous projects, maintaining close alignment with the Data Solutions team on resource availability.
• Identify and drive opportunities to improve the communication workflow between the Project Management and Data Solutions functions.

Data Conversion Project Manager

Technical Writer

• Take full ownership of developers.addepar.com, performing regular audits to ensure every endpoint and guide is accurate and functional.
• Create high-impact documentation for new features, consolidate redundant information, and proactively archive deprecated content to reduce technical debt.
• Rigorously test API documentation against live environments to verify accuracy, ensuring code snippets and examples work as intended.
• Evaluate and implement strategies to leverage AI and automation tools that keep content updated in real-time.
• Become the internal expert on ReadMe’s suite of AI tools. Implement best practices for automated API documentation and leverage AI-driven insights to improve the developer experience.
• Establish workflows that follow automated API documentation guidance to ensure the "completeness" of our technical library.
• Work closely with Engineers and Product Managers to translate complex technical specifications into clear, concise, and developer-friendly documentation.

Senior Technical Writer, API Docs

• Serve as the product domain expert, supporting Account Executives and their prospects throughout the entire sales lifecycle
• Provide in-depth product knowledge to customers and prospects, clearly highlighting Addepar's differentiating advantages and capabilities over competitors
• Support sales efforts with "Proof of Concepts" (POCs)
• Load prospective client data and design custom demo environments to demonstrate the future Addepar experience based on their specific business requirements
• Coordinate internal product and technical resources for prospect meetings
• Assist Account Executives with the completion of RFPs & RFIs, and help create Statements of Work (SOW), budgetary estimates, coordinating with key internal teams (Professional Services, Data, Implementation Project Managers, Support, Finance, and Legal)
• Contribute to the institutionalization of knowledge for current and future Account Executives by assisting in the creation of sales resources
• Periodically advise existing customers on technical matters, product roadmap navigation, and opportunities for service or product upsells

• Sales Process Support: Serve as the product domain expert, supporting Account Executives and their prospects throughout the entire sales lifecycle.
• Technical Consultation: Provide in-depth product knowledge to customers and prospects, clearly highlighting Addepar's differentiating advantages and capabilities over competitors.
• Proof of Concept &amp; Customization:
• Support sales efforts with "Proof of Concepts" (POCs).
• Load prospective client data and design custom demo environments to demonstrate the future Addepar experience based on their specific business requirements.
• Internal Coordination: Coordinate internal product and technical resources for prospect meetings.
• Documentation &amp; Estimates: Assist Account Executives with the completion of RFPs &amp; RFIs, and help create Statements of Work (SOW), budgetary estimates, coordinating with key internal teams (Professional Services, Data, Implementation Project Managers, Support, Finance, and Legal).
• Strategic Resource Building: Contribute to the institutionalization of knowledge for current and future Account Executives by assisting in the creation of sales resources.
• Client Optimization (Periodic): Periodically advise existing customers on technical matters, product roadmap navigation, and opportunities for service or product upsells.

Senior Sales Engineer

Analyst

• Serve as a high-impact data specialist with project management skills
• Act as the primary point of contact for a diverse client base, ensuring their unique data needs are met
• Qualify new data transmissions and deliver them to build teams in a 'ready-to-build' status
• Manage 6–8 discovery projects concurrently
• Complete 80% of discovery projects within a three-month window
• Transition projects to the product build team for execution once discovery is complete