Lead solution design and execution to onboard new clients to the Addepar platform. Requires 2+ years in finance/tech/consulting, strong problem-solving, and client-facing skills; Python or PM experience a plus.
Salary not listed
On-site2+ YOESolutions Architecture
About the role
What You’ll Do
Onboard new clients to the Addepar platform by leading the solution design and execution of the implementation project
Work closely with cross-functional teams to ensure successful project delivery and client satisfaction
Prioritize and context-switch effectively to lead simultaneous projects, seeing each through to the finish line
Identify and contribute to opportunities to improve our current processes and standard methodologies as the Addepar platform expands
Connect with clients in a proactive, consultative, and professional manner
Who You Are
Minimum 2+ years of professional experience working in finance, technology, and/or consulting
A solution-oriented approach and a passion for problem-solving
Strong work ethic, proactive, and a high-contributing teammate
Independent, adaptable, and can thrive in a fast-paced environment
Excellent communication, organizational, and time-management skills
Experience programming in Python language and/or experience with project management is a plus
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