Addepar is hiring a Remote Direct Solutions Consultant
The Role\n\nSolutions Consultants/Architects are responsible for designing and implementing out-of-the-box solutions for new clients, ensuring that we are efficiently and effectively onboarding some of the worldโs most sophisticated investors. They are focused on identifying how Addepar can unlock significant value for our clientsโ businesses and regularly call upon their analytical skills in order to advise clients on how to model and examine their financial instruments and assets. They have a deep understanding of both finance and technology, take ownership of our clientsโ happiness, and excel at project governance.\n\nOur ideal Solutions Consultant has a history of providing a superior client experience directly in investment management or in software deployments of a related domain. They are given discretion over their projects and work schedule and are expected to display a strong sense of self-reliance as well as the ability to collaborate with other Addepar resources within our Sales, Product, and Partnership organisations. They must be a strong project manager and possess an appreciation for our target markets (or hunger and willingness to learn). They also possess the technical skills to take a hands-on approach to teaching, learning, and developing the functions of our organisation.\n\nIMPORTANT: The working schedule for this position is from 9:00 PM to 5:00 AM IST, U.S. business days.\nWhat Youโll Do\n\n\n* Demonstrate technical and industry expertise to onboard users and client data onto Addepar\n\n* Deliver high-value client outcomes aligned with client expectations and transition seamlessly to a best-practice operating model\n\n* Effectively and proactively manage expectations both internally and externally throughout the entire project lifecycle\n\n* Ensure retention of clients driven by high client satisfaction and reference-ability\n\n* Lead scope change to deliver high-value client outcomes aligned with client expectations\n\n* 100% compliance with gold standard responsibilities and documentation\n\n* Own historical data conversions from start-to-finish demonstrating Addeparโs best practice methodologies\n\n* Prioritise and context-switch effectively to complete simultaneous projects, seeing each through to the finish line\n\n* Proactively communicate project health and status to internal and external senior leadership\n\n* Think critically about how to improve our current processes and tools both internally and externally as our client base expands\n\n* Minimise project effort and duration through the development of scalable processes, pre-configured templates, and improved methodologies\n\n* Own and lead delivery assurance for external, third-party engagements\n\n* Be an expert on all things Addepar\n\n\n\nWho You Are \n\n\n* Professional experience in Project management, Financial Services or Consulting is preferred. Prior client-facing experience is a plus\n\n* Candidates must have superior communication, organisational, and time-management skills\n\n* An understanding of historical data conversion methodologies and different source systems (or willingness to learn).\n\n* Process-oriented with an eye toward continuous improvement\n\n* The ideal candidate must be independent, adaptable, and can thrive in a fast-paced environment\n\n* Strong interpersonal skills to train and communicate effectively with clients via email, on the phone, and face-to-face\n\n* Passion for technology and finance\n\n* Occasional Travel\n\n* [Bonus] Previous experience in investment management software implementations\n\n* [Bonus] Previous experience with programming/scripting, specifically python\n\n* [Bonus] Previous experience with Salesforce\n\n\n \n\n#Salary and compensation\n
No salary data published by company so we estimated salary based on similar jobs related to Consulting, Finance and Senior jobs that are similar:\n\n
$60,000 — $90,000/year\n
\n\n#Benefits\n
๐ฐ 401(k)\n\n๐ Distributed team\n\nโฐ Async\n\n๐ค Vision insurance\n\n๐ฆท Dental insurance\n\n๐ Medical insurance\n\n๐ Unlimited vacation\n\n๐ Paid time off\n\n๐ 4 day workweek\n\n๐ฐ 401k matching\n\n๐ Company retreats\n\n๐ฌ Coworking budget\n\n๐ Learning budget\n\n๐ช Free gym membership\n\n๐ง Mental wellness budget\n\n๐ฅ Home office budget\n\n๐ฅง Pay in crypto\n\n๐ฅธ Pseudonymous\n\n๐ฐ Profit sharing\n\n๐ฐ Equity compensation\n\nโฌ๏ธ No whiteboard interview\n\n๐ No monitoring system\n\n๐ซ No politics at work\n\n๐ We hire old (and young)\n\n
\n\n#Location\nPune, Maharashtra, India
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