Direct Solutions Consultant - Remote Opportunity

About the Role

We are seeking a Direct Solutions Consultant - Remote Opportunity to join our dynamic team at Addepar. In this role, you will leverage your expertise to onboard users and client data onto Addepar, ensuring a seamless transition for our clients. As a Direct Solutions Consultant, you will play a crucial role in delivering high-value client outcomes aligned with their expectations, all while working remotely.

What You’ll Do

• Leverage technical and industry expertise to onboard users and client data onto Addepar.
• Deliver high-value client outcomes aligned with client expectations and transition seamlessly to a best-practice operating model.
• Effectively and proactively manage expectations both internally and externally throughout the entire project lifecycle.
• Ensure retention of clients driven by high client satisfaction and reference-ability.
• Manage scope change to deliver high-value client outcomes aligned with client expectations.
• Maintain 100% compliance with gold standard responsibilities and documentation.
• Own historical data conversions from start-to-finish leveraging Addepar’s best practice methodologies.
• Prioritize and context-switch effectively to execute on simultaneous projects, seeing each through to the finish line.
• Proactively communicate project health and status to internal and external senior leadership.
• Think critically about how to improve our current processes and tools both internally and externally as our client base expands.
• Minimize project effort and duration through the development of scalable processes, pre-configured templates, and improved methodologies.
• Own and manage delivery assurance for external, third-party engagements.
• Be an expert on all things Addepar.

Requirements

• Professional experience in Project Management, Financial Services, or Consulting is preferred.
• Prior client-facing experience is a plus.
• Candidates must have superior communication, organizational, and time-management skills.
• A deep understanding of historical data conversion methodologies and different source systems (or a hunger and willingness to learn).
• Process-oriented with an eye toward continuous improvement.
• The ideal candidate must be independent, adaptable, and can thrive in a fast-paced environment.
• Strong interpersonal skills to train and communicate effectively with clients via email, on the phone, and face-to-face.
• Passion for technology and finance.

Nice to Have

• Previous experience in investment management software implementations.
• Previous experience with programming/scripting, specifically Python.
• Previous experience with Salesforce.

What We Offer

• Competitive salary and benefits package.
• Remote work flexibility.
• Opportunities for professional growth and development.
• A collaborative and inclusive work environment.
• Engagement in innovative projects that drive industry transformation.

Join us as a Direct Solutions Consultant and be part of a team that champions our clients and drives innovation in the financial technology space. Apply now to embark on an exciting career journey with Addepar!