What You’ll Do

Onboard new clients to the Addepar platform 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 drive opportunities to improve our current processes and standard methodologies as the Addepar platform continues to rapidly expand
Connect with clients in a proactive, consultative and professional manner

Who You Are

Minimum 6+ years professional experience working in finance, technology and/or consulting
Solution-oriented approach and a passion for problem solving
Proven ability to research, design and implement solutions for complex problems
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