Partner closely with Sales, Marketing, Customer Success, and Support to design and optimize technology and processes that power go-to-market motion.
Act as a bridge between business stakeholders and technical teams, translating complex challenges into actionable requirements and scalable solutions.
Map, analyze, and improve end-to-end business processes across Sales, Marketing, Client Success, and Support.
Collaborate with stakeholders to gather and prioritize business requirements; translate into clear user stories and functional specifications.
Leverage hands-on Salesforce experience to design scalable solutions and understand integrations with Marketo, Ironclad, DocuSign, NetSuite, FinancialForce, and others.
Analyze Salesforce and related GTM data to uncover trends, measure performance, and deliver actionable recommendations.
Partner with Sales Ops, Marketing Ops, and Client Success Ops to ensure GTM system design drives alignment and business outcomes.
Contribute to cross-functional initiatives, ensuring projects are delivered on time, on scope, and with measurable business impact.
Requirements
5+ years as a Business Analyst or in a similar role supporting GTM organizations.
Experience in financial services, investment technology, or enterprise SaaS strongly preferred.
Proven hands-on experience with Salesforce administration/configuration and deep knowledge of Sales Cloud and Service Cloud.
Exposure to complementary GTM applications such as CPQ, CLM, FinancialForce, DocuSign, Ironclad, Marketo, NetSuite, or equivalent.
Strong business process mapping skills (flowcharts, swimlanes, RACI) with a track record of driving measurable improvements.
Excellent ability to translate between business and technical stakeholders; skilled in documentation and presentation.
Bachelor’s degree in Business, IT, Finance, or related field, or equivalent experience.
Preferred Certifications: Salesforce Administrator, CPQ, Service Cloud, or Experience Cloud; SAFe Certification, PMI-ACP, or equivalent Agile-based certification; Business Analyst certifications (IIBA, ECBA, CCBA, or PMI-PBA).
Benefits
The current range for this role is $115,000 - $173,000 + bonus + equity + benefits.
Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai.
Equal opportunity employer promoting a welcoming environment where inclusion and belonging are shared responsibilities.
Reasonable accommodation for individuals with disabilities during application, interview, and employment processes.
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Salesforce administrationSales CloudService Cloudbusiness process mappingdata analysisuser storiesfunctional specificationsGTM data analysisfinancial servicesenterprise SaaS