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. This team has a direct impact on the growth of Forma.ai. They are results-driven and solutions-minded. The Customer Operations team works closely with our customers, helping them to understand and take advantage of all the features Forma.ai offers and ensuring that they get the most value from the platform. What you'll be doing: Reporting & Dashboarding Design, maintain, and enhance dashboards in BI tools (e.g., Looker Studio, Salesforce/HubSpot reports) to monitor marketing campaign performance, sales pipeline health, lead flow, and conversion metrics Automate recurring reports and implement self-serve analytics capabilities for GTM teams Data Analysis & Insights Analyze funnel performance from top-of-funnel marketing campaigns to bottom-of-funnel sales outcomes Provide regular insights into key KPI s like campaign ROI, customer acquisition cost (CAC), and attribution across channels Support A/B testing initiatives, sales activity analysis, and segmentation strategies Scripting & Automation Write Python and SQL scripts to extract, clean, and structure data from external sources (e.g., job boards, press releases, M&A feeds, web scraping APIs ) Build automated enrichment pipelines to augment CRM and marketing data with third-party insights (e.g., firmographics, hiring activity, technology stack, fun
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Manager Application Security in Pune
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Our Mission You call. You wait. You call again. In every other part of your life, you book in seconds. In healthcare, you’re blocked. We’re here to give power to the patient. For nearly 20 years, we’ve built the leading healthcare marketplace - helping tens of millions of people find and book the care they need. Now, we’re going further: building our infrastructure beyond Zocdoc’s marketplace to power access to care wherever patients search, from provider websites and insurance directories to search engines, AI platforms, and more. Healthcare still lacks something every other major consumer industry takes for granted: a seamless way to go from seeking to getting . We don’t want to own the front door to care; there isn't one. We want to make sure all of those doors open when patients are knocking. Fixing healthcare starts with fixing access to it. And we're still just getting started. About the Role: In this role, you will leverage your technical expertise to set up and maintain an accurate and comprehensive database of doctor profiles and healthcare institutes. The ideal candidate will possess a high level of attention to detail and a strong ability to work with large data sets. A Day in the Life of a Provider Data Operations Associate: Utilize SQL to extract, manipulate, audit and analyze data Build and maintain detailed provider profiles by merging data from multiple sources, ensuring accuracy and consistency. Use Excel/Google spreadsheets to manage and update large datasets, create reports, and conduct data analysis Review and verify the accuracy of provider information to ensure all details are up-to-date, and address any gaps or inconsistencies through outreach Ensure all data privacy and compliance standards are met Skills & Qualifications: At least a bachelor’s degree from a reputed institution (good percentage or a minimum of 60% in 10th/12th/graduation and above) At least 2 years of work experience Relevant experience in d
Senior Data Consultant Artefact is a new generation of data service providers, specialising in data consulting and data-driven digital marketing. It is dedicated to transforming data into business impact across the entire value chain of organisations. We are proud to say we’re enjoying skyrocketing growth. The backbone of our consulting missions, today our Data consulting team has more than 400 consultants covering all Artefact's offers (and more): data marketing, data governance, strategy consulting, product owner... What will you be doing? ● Manage projects as well as lead our business growth, the data consulting teams welcome all business and technical background joiners, who would thrive as an expert in a specific field, or truly versatile players. ● In this fast-paced, fast-growing industry, the most important qualities in our eyes are intellectual curiosity, autonomy and dynamism. ● You weild both “business” and “data” knowledge, with experience ideally in a digital marketing consulting firm; You already have a first understanding of digital technologies, and care to develop more in the exciting world of data and digital business What are we looking for? ● You must have previous Management Consultancy, ideally within Strategy Consulting or Data Consulting. ● Graduated from Business school or Engineering, in our eyes' the most important qualities are intellectual curiosity, autonomy, and dynamism. ● We are looking for profiles with the double hat “business” and “data”, with at least 1-2 years of experience, and in the use of BI tools or data analysis. ● You will already understand digital technologies (Tracking, Machine Learning, RTB, Big Data, Platform as a Service,...). Artefact is the place to be: come and build the future of data and marketing! Innovation: We have a passion for creating impacting projects and believe innovation can come from anyone. Action: We make things rather than telling people how to make them.
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 As a Data Solutions Consultant, you will support some of Addepar’s complex and high-touch client data implementation projects. You’ll design scalable solutions to transform and integrate clients’ portfolio data into Addepar, and build expertise across both technical and business domains. You’ll also be among the first members of the Data Solutions team based in India , helping establish our presence in the region while working closely with colleagues across the U.S., U.K., and other global offices. This is a collaborative role offering the opportunity to shape our operating model locally and strengthen how our global teams deliver together. Beyond client delivery, you’ll also have the opportunity to participate in internal innovation; contributing to automation, tooling, and best practices that enable scale and elevate how we operate globally. This is an individual contributor position for someone who thrives at the intersection of finance, data, and technology, and is excited to make a global impact from India. 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 Support compl
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
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 Staff Software Engineer, Infrastructure to join the AI Platform team that powers seamless insights and interaction through natural language and data intelligence across our AI products. As a Staff Software Engineer, you’ll architect, build, and operate the backend and platform systems that power AI Platform. You’ll work across service design, distributed systems, cloud infrastructure, event-driven processing, observability, CI/CD, and production reliability, helping shape the technical direction of a platform that supports scalable, client-facing AI experiences. This role requires a strong software engineering foundation combined with deep infrastructure and systems thinking. We are looking for an engineer who can write high-quality production code, make sound architectural tradeoffs, and own platform capabilities end-to-end — not someone focused only on scripting, cloud configuration, or infrastructure tooling in isolation. You will collaborate closely with frontend, product, and AI/ML engineers to deliver reliable, secure, and scalable systems that align with Addepar’s standards of performance, resilience, and trust. Applicants must have legal authorization to work in the country where this role is based o
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 Did you know? Alternative investing has the potential to generate higher returns compared to traditional investments over the long term. AI and Machine Learning are revolutionizing the way alternative investments are managed and analyzed. Investors are using these technologies to gain insights, see opportunities, and optimize their investment strategies. Addepar is building solutions to support our clients' alternatives investment strategies. The alternatives data management product is a serverless, modular and terraformed stack. We're hiring a Senior Software Engineer to design, implement and deliver modern software solutions that ingest and process ML-extracted data. You will collaborate closely with cross-functional teams including data scientists and product managers to build intuitive solutions that revolutionize how clients experience alternatives operations. You will work closely with operations engineering on document-based workflow automation and peer engineering teams to define the tech stack. You will iterate quickly through cycles of testing a new product offering on Addepar. If you've crafted scalable systems, or worked with phenomenal teams on hard problems in financial data, or are just interested in solving reall
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 part of the broader Addepar Data Management & Quality organization, the Data Client Support team is responsible for ensuring our customers receive first-class support experience and are able get the most value out of their data in Addepar. The Data Client Support team sits at the nexus of Addepar's activity and requires daily communications with clients, data providers, and other personnel across the company. Important : This role requires for you to be in office 3 days per week in Pune. 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 Address client inquiries related to Addepar’s portfolio data feeds and on general data product functionalities within established SLAs. Manage and complete requests from internal Data teams that require client outreach and/or action to resolve data verification issues. Investigate client reported bugs and data processing issues, and triage with Engineering & Product when needed. Partner with Account Managers, Solutions Architects, and other members of GTM to drive alignment on data related escalations and ensure positive outcomes for clients.
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 Head of Services, APAC, is responsible for building, scaling, and leading a high-performing services organization within the Asia Pacific region. This leader will translate the global services strategy into local execution, ensuring Addepar’s standards for implementation, partner solutions and client support are met. A primary focus will be resolving ongoing business-as-usual (BAU) requirements, managing existing feed enhancements, and mitigating the recurring service escalations that have necessitated a dedicated local leadership presence. As a key leader in a matrixed organization, this role reports directly to the VP, Global Services & Delivery, while maintaining a strategic partnership with regional business leadership. The successful candidate will navigate a collaborative structure where cross-functional alignment is essential, as some regional team members may maintain dual reporting lines to global and regional functional leads. 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 Regional Leadership & Strategy: Serve as the primary leader for the APAC services organization, ensuri
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 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
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 ADM Support team handles all client inquiries related to Addepar's Alternatives Data Management (ADM) solution post-implementation. ADM Support Analysts play a critical role in supporting some of the world's most sophisticated investors, answering questions and resolving issues related to their alternative investment data on the Addepar platform. They ensure clients get the most value out of each interaction by providing accurate, timely guidance across the full scope of ADM functionality. Our ideal candidate is tenacious about tackling problems, can skillfully coordinate with internal teams, and enjoys working directly with clients in the alternative investments space. 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: The working schedule for this position is from 6:30 PM to 3:30 AM IST, US business days. What You’ll Do Identify, respond to, and resolve issues and questions raised by ADM clients, providing timely and accurate support. Work in complex alternative investment data sets to identify and resolve data and calculation discrepancies. Evaluate the criticality of client issues 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 The ADM Support team handles all client inquiries related to Addepar's Alternatives Data Management (ADM) solution post-implementation. ADM Support Analysts play a critical role in supporting some of the world's most sophisticated investors, answering questions and resolving issues related to their alternative investment data on the Addepar platform. They ensure clients get the most value out of each interaction by providing accurate, timely guidance across the full scope of ADM functionality. Our ideal candidate is tenacious about tackling problems, can skillfully coordinate with internal teams, and enjoys working directly with clients in the alternative investments space. 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 Identify, respond to, and resolve issues and questions raised by ADM clients, providing timely and accurate support. Work in complex alternative investment data sets to identify and resolve data and calculation discrepancies. Evaluate the criticality of client issues and collaborate with other internal ADM teams (Collections, Operations) to drive resolution. Conduct root-cause an
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