Lead Client Account Manager in Pune

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role We are currently seeking a highly experienced Staff Software Engineer with a strong Java background to join our Letter of Authorisation (LOA) team! We’re building a system that can self-service onboarding of held-away accounts for enterprise clients. This new system will be built on our application framework with cloud-native architecture principles. We’re looking for an experienced, detail-oriented Engineering Leader who will build an inclusive team culture, empower engineers to succeed and foster an environment that creates high quality engineering processes and product delivery. You are passionate about technology and can amplify your technical knowledge via your team. You’ll work closely with our product and design teams to deliver great products for our clients. Our engineering team primarily works in Java, Python and React, a strong Java experience with any of the additional skills would help succeed in the role. We use Agile methodologies to deliver impactful business outcomes. What You’ll Do Architect, implement, and maintain engineering solutions to solve complex problems; write well-designed, testable code. Lead individual project priorities, deadlines, and solutions. Collaborate effectively with product manager

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role We are establishing a Procure-to-Pay (P2P) team in India to support our global Finance organization. As the P2P Operations Lead, you will build and lead our new P2P Shared Services function in India, overseeing the operational execution of supplier onboarding, purchase order administration, invoice processing, and governance activities while partnering with Procurement and Accounts Payable to deliver a scalable, world-class Procure-to-Pay operation. This role requires someone with deep Coupa and NetSuite experience, a strong command of P2P end-to-end process flows, and the maturity to operate independently with limited in-person oversight. Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position. What you'll own Procurement Operations Own the end-to-end supplier onboarding process, including reviewing complete documentation and adhesion to internal policies. Maintain supplier records to ensure up-to-date supplier details and status Administer procurement workflows within Coupa and NetSuite. Manage Purchase Order (PO) lifecycle, including maintaining accurate PO billing and purchase details, monitoring open POs, and

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role Addepar has just launched an Alternatives Product offering that gives Addepar clients the option to have their Private Funds data extracted, processed, validated, and ingested directly from Private Fund documents for a more automated end-to-end solution for handling Alternatives on the platform. This white-glove solution combines proprietary machine learning technology that automatically extracts data from Private Funds documents and human-in-loop review to validate any documents that fail to pass confidence and data quality checks. As part of the broader Addepar Data organization, the Alternatives Data Ops team is responsible for the human-in-loop review of Private Funds documents, ensuring clients' Alternatives data is processed, validated, and available in Addepar in a timely manner. This role will include managing a team and reviewing Private Fund statements, modifying data that has been incorrectly extracted by our machine learning models, and reprocessing the data within SLAs. The Alternatives Data Ops team plays a critical role in the success of Addepar's Alternatives offering and requires daily communications with the Alternatives Product Team, Machine Learning Operations, clients, data providers (GPs and Fund Admins), and add

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role As a Field Engineer, Team Lead you will serve as a player-coach — guiding a team of field engineers while personally executing the most complex, mission-critical technical work yourself. Operating at the intersection of engineering and client success, you are both the technical anchor for your team and Addepar's technical vanguard in the field, translating complex business requirements into production-grade integrations, automations, and data solutions. You will be the technical expert across Addepar's full solution suite — from API integrations and automation frameworks to advanced data platforms (including our white-labeled Databricks offering, ADX) and AI-driven tooling. At the same time, you will develop your people-management skills: providing daily guidance, coordinating work allocation, and turning the vision set by leadership into reality while keeping your team aligned to our core processes. This role combines a forward-deployed delivery model with hands-on technical depth and functional leadership of a high-performing engineering team. Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position. Important Note: Th

About Us: Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm’s mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology. About the team: This team is part of the Merchant Lending vertical and caters to the Merchant loans section. They have the ownership of merchant cash advance sales. About the role: This is a B2C Sales role that requires a high level of people management, training, grooming the field sales executives and generating revenue, and driving P/L and growth for the assigned region. Expectations/ Requirements 1. Responsible for the MCA Sales in the city. 2. Manage an assigned geographic sales area to maximize sales target and meet corporate objectives. 3. Build and maintain relationships with key client personnel. 4. Manage Category leads from qualification to closure. 5. Ensure the team members are present in a market where sales & usage are done regularly. 6. Should have good networking capabilities and be willing to travel extensively throughout their specified areas. 7. Ensure monthly submissions and Disbursals numbers are being met. 8. New FSE hiring, training and handholding. 9. Ensure attrition is under control and Team is motivated/guided to perform better. Superpowers/ Skills that will help you succeed in this role 1. 5-10 years of relevant experience in Sales, Business Development and relationship building. 2. Ability to handle a team 3. Good communication skills 4. Good understanding of MS Office tools. 5. Growth Mindset 6. Willingness to experiment and improve continuously Education: Must have completed his graduation Why join us 1. A collaborative output driven program that brings cohesiveness across businesses through technology 2. Improve the average revenue per use by increasing the cross-sell opp

Strata Information Group (SIG) is a trusted leader in higher ‑ education technology consulting, supporting colleges and universities with ERP/SIS modernization, digital transformation, CRM, cybersecurity, and strategic advisory services. As a long ‑ standing and deeply embedded partner within the higher ‑ education sector, SIG brings together technical depth, operational insight, and a culture rooted in integrity, collaboration, and exceptional client service. Our heritage is built on hands ‑ on expertise, genuine relationships, and a commitment to delivering value with humility and excellence—values that continue to define us as we scale. Integration and Data Intelligence Delivery Lead- Technical Employment Type : Full-time Location : Pune, India (Remote, in-person training required) Work Hours : Flexible, with 3–4 hours of daily overlap with US Eastern morning Fixed Base Compensation Range: ₹50-58 LPA (Lakhs Per Annum) Overview The Integration and Data Intelligence Delivery Lead serves as a hands-on technical leader—specializing in higher education ERP environments—responsible for ensuring high-quality technical delivery, developing technical talent, and maintaining delivery consistency across the local technical team. This role operates as a player-coach, balancing direct client delivery responsibilities with leadership responsibilities that support team performance, technical excellence, and operational consistency. The Team Lead partners closely with the Practice Director, Project Managers, and Functional Leaders to ensure technical resources are effectively deployed, delivery risks are identified early, and technical solutions align with client needs. This role elevates technical execution while fostering collaboration, knowledge sharing, and scalable delivery practices across the team. Responsibilities Technical Delivery leadership & Subj

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role Addepar has just launched an Alternatives Product offering that gives Addepar clients the option to have their Private Funds data extracted, processed, validated, and ingested directly from Private Fund documents for a more automated end-to-end solution for handling Alternatives on the platform. This white-glove solution combines proprietary machine learning technology that automatically extracts data from Private Funds documents and human-in-loop review to validate any documents that fail to pass confidence and data quality checks. As a Senior Lead of the Alternatives Data Operations, you will lead the operations function that is responsible for the human-in-loop review of Private Funds documents, ensuring clients' Alternatives data is processed, validated, and available in Addepar in a timely manner. You will manage a team of Alternatives Data Ops analysts who review Private Fund statements, modify data that has been incorrectly extracted by our machine learning models, and reprocess data within SLAs. In this role, you'll own the operational strategy, team performance, and continuous improvement of the Alternatives Data Ops function—a critical component of Addepar's Alternatives offering success. Your responsibilities will include b

Key Responsibilities Enterprise Data Strategy & Client Engagement: Develop and maintain a comprehensive data architecture strategy that aligns with organizational and client business objectives. Serve as a key technical advisor for clients, translating business requirements into innovative data solutions. Build and maintain strong client relationships by providing expert guidance and managing expectations throughout project lifecycles. Data Modeling, Design & Engineering: Design and optimize both logical and physical data models to support enterprise-wide systems. Architect data warehousing solutions, overseeing the integration of data from multiple sources to enable robust business intelligence and analytics. Directly develop, test, and implement ETL processes and data pipelines, ensuring data quality, consistency, and performance. Technology Evaluation & Implementation: Evaluate emerging data technologies and tools to determine their fit within the existing architecture and potential for future scalability. Oversee the integration of new technologies into the enterprise data architecture, balancing innovation with risk management. Team Leadership & Hands-On Management: Lead cross-functional teams, providing mentorship and technical guidance to junior data engineers and architects. Maintain a hands-on approach by actively participating in coding, design sessions, and troubleshooting complex data issues. Ensure project milestones are met through effective resource management and team coordination. Performance, Security & Best Practices: Optimize data storage, retrieval, and processing performance across various systems. Collaborate with security teams to enforce data governance, compliance, and privacy standards. Establish and promote best practices in data management, data engineering, and architecture design. Documentation & Reporting: Develop and maintain comprehensive documentation covering data architecture designs, data flows, integrati

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role The Analytics team is seeking a Director to join and lead the team. The Analytics team is a globally distributed team core to Addepar's transition to next-generation data and analytics with a scalable global operating model. Its mission is to empower analysts, researchers, and internal teams to create and share data and insights - driving data driven decision making at scale. The Director will define and execute the strategic vision for the function, while driving operationalisation, governance, and platform maturity across regions. Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position. What You’ll Do Define and execute a unified analytics strategy in partnership with key stakeholders, with a published roadmap reviewed quarterly Serve as a culture carrier and visible leader for the APAC region, bridging local teams with global priorities Lead BI and platform strategy, including persona-driven architecture and enablement paths for power users, consumers, executives, and producers Lead global expansion of the analytics platform - hardening existing regional implementations and validating a repeatable architecture for ne

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role We are currently seeking a software engineering manager to join the Alternatives Data Management (ADM) team. Our team is building AI-powered data products and workflow solutions that unlock transparency, efficiency, and insight in private market investments. You’ll lead a full-stack team of engineers and collaborate closely with Product and Design to deliver client-facing features that will set us apart from our competitors. Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position. What You’ll Do Manage a small team of frontend and backend engineers that will grow as you do Own technical design and implementation for some of your projects to set a good example for the ICs Work with platform teams to deliver features with consistent capabilities Drive the career growth of your direct reports Stay up to date on industry trends, such as AI tooling, that can make the team more effective Collaborate with ADM engineering and product leads in the US, UK and India to drive team-wide process improvements and best practices Who you are B

About Forma.ai: Forma.ai is a Series B startup that's revolutionizing how sales compensation is designed, managed and optimized. We handle billions in annual managed commissions for market leaders like Edmentum, Stryker, and Autodesk. Our growth has been fuelled by our passion for fundamentally changing and shaping how companies use sales intelligence to drive business strategy. We’re welcoming equally driven individuals who are excited about creating something big! About the Team: The Customer Operations team works closely with new and existing customers by implementing product features, managing the operational parts of the platform, and optimizing our client’s sales performance management processes. We are always ready to support and help our customers to identify ways they can unleash the revenue-driving potential of their sales compensation program. If you’re passionate about data analytics and want to contribute to sales operations, we’d love to hear from you! What you’ll be doing: • Work with new and existing customers to implement the company's new platform features as well as manage and optimize client processes • Learn the architecture and design of the company's platform to the extent of being able to independently complete updates, enhancements, and change requests • Lead onboarding & activities, including requirements gathering for incentive compensation plan rules, data analysis, and quality control • Assist the ongoing operations for a portfolio of existing customers and implement new features (i.e. rule building, process execution, reporting and dashboarding, and product support) • Scope, build and test automated workflows, processes and reporting capabilities to support automation of incentive compensation processes and improve business visibility • Support design projects including analysis, financial modelling, project planning, customer workshops

Strata Information Group (SIG) is a trusted leader in higher ‑ education technology consulting, supporting colleges and universities with ERP/SIS modernization, digital transformation, CRM, cybersecurity, and strategic advisory services. As a long ‑ standing and deeply embedded partner within the higher ‑ education sector, SIG brings together technical depth, operational insight, and a culture rooted in integrity, collaboration, and exceptional client service. Our heritage is built on hands ‑ on expertise, genuine relationships, and a commitment to delivering value with humility and excellence—values that continue to define us as we scale. Full Stack Engineer – Higher Ed Platforms Node.js / React · Client-facing designation: Technical Consultant Location: Pune, India (Hybrid) Reports To: Lead – India Center of Excellence Employment Type: Full-time (engaged through SIG’s Employer of Record in India) Experience: 3–5 years Working Hours: Flexible, with 3–4 hours of daily overlap with US Eastern morning About SIG Strata Information Group (SIG) is a US-based leader in higher-education technology consulting. We help colleges and universities modernize the systems that run their institutions — student information, HR, and finance — through ERP/SIS implementation, integration, digital transformation, CRM, and cybersecurity work. We are building our first engineering Center of Excellence in Pune. This is a founding-team role. You will not be joining a large delivery pool with a fixed process — you will help set how this team builds. The Role This is a software engineering job. You will spend most of your time writing and shipping code. You will take functional specifications and turn them into working software across three areas: application integrations, Experience Card development for user-facing functionality, and workflow automation using Ellucian’s workf

About Forma.ai: Forma.ai is a Series B startup that's revolutionizing how sales compensation is designed, managed and optimized. We handle billions in annual managed commissions for market leaders like Edmentum, Stryker, and Autodesk. Our growth has been fuelled by our passion for fundamentally changing and shaping how companies use sales intelligence to drive business strategy. We’re welcoming equally driven individuals who are excited about creating something big! About the team: The Customer Operations team is at the heart of Forma.ai's mission in optimizing incentive compensation plans for all companies . They wo rk directly with our customers in helping them understand and take advantage of all the sales compensation features Forma.ai offers . F rom streamlining administration and management of sales commission to designing your sales compensation plan , o ur Customer Operations team ensur es customers get the most value from our platform in optimizing every dollar spent on sales compensation. What you'll be doing: Reporting to the Senior Manager of Customer Operations, the Incentive Analytics Manager will contribute in the following areas: Develop a strong understanding of the Forma.ai product and platform to establish yourself as a product expert Lead the ongoing operations for a portfolio of customers (i.e., commissions rule building, process execution, reporting and dashboarding, and overall product support) Implement new Forma.ai platform features within your customer portfolio to support continuous improvement and automation Identify potential opportunities for process improvement in client processes (e.g., process execution, data validation, dashboard updates). Explore new techniques, working models to improve design and improve processes Lead design projects, including analysis, financial modelling, project planning, customer workshops, and presentation/recommendation of findings

WHO WE ARE: Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders. WHO YOU ARE: As Senior Product Manager for Customer Identity & Access Management (CIAM), you will own the roadmap for how carriers, distributors, partners, and policyholders securely access Zinnia’s platform. You will lead the identity product area end to end — authentication, authorization, and the full user lifecycle — balancing strong security and regulatory compliance with a frictionless experience across Zinnia’s products. You will partner closely with Engineering and Security, and work across Zinnia’s Product Organization to keep the identity experience aligned with company strategy while delivering measurable value. WHAT YOU’LL DO: Own the CIAM product roadmap and strategy spanning consumer (policyholder), partner (distributor/agent), and workforce identity across Zinnia’s platform. Lead the product direction for core identity capabilities — authentication (SSO, MFA, passwordless, adaptive/risk-based), authorization (RBAC/ABAC, fine-grained and delegated access), and the full user lifecycle (registration, provisioning/SCIM, recovery, deprovisioning). Set standards and technical direction around modern identity protocols (OAuth 2.0, OpenID Connect, SAML, SCIM) in partnership with Engineering and Architecture. Drive build-vs-buy and platform decisions for identity providers and services, and own the integration strategy across Zinnia products. Balance security, privacy, and usability — re

WHO WE ARE: Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders. WHO YOU ARE: Zinnia is seeking a Financial Systems Internal Controls Specialist to help strengthen the internal control environment across our financial systems and related business processes. In this role, you will partner with Finance, Accounting, Financial Systems, Information Technology, Information Security, and Audit teams to document processes, assess risks, test controls, and support the remediation of identified issues. You will develop clear, audit-ready documentation and help ensure that controls remain effective as systems, integrations, and business processes evolve. This position is ideal for an internal controls, audit, or financial systems professional who enjoys understanding how systems and processes work, identifying risks, and developing practical solutions that improve control effectiveness and operational efficiency. WHAT YOU’LL DO: Lead process walkthroughs with accounting, finance, technology, and business stakeholders. Develop and maintain process narratives, flowcharts, standard operating procedures, data-flow diagrams, and risk and control matrices. Evaluate whether controls are appropriately designed to prevent or detect errors, unauthorized activity, and incomplete or inaccurate financial processing. Perform tests of control design and operating effectiveness. Develop test procedures, validate testing populations, select samples, inspect evidence, document exceptions,