Services Sales

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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role The Services Sales Consultant (SSC) plays a critical role in shaping the implementation journey for prospective and existing clients across the EMEA region. This role partners closely with Sales to define, position, and sell professional services delivered by Addepar and Addepar-certified partners. The SSC is deeply knowledgeable in implementation and adoption methodologies and ensures that services engagements are positioned as win-win outcomes for both clients and Addepar. They tailor best-practice implementation approaches, roles, and technology recommendations to meet client requirements and regional market needs. During the sales process, the SSC works closely with Account Executives, Solutions Engineers, and other Go-To-Market (GTM) partners, engaging with stakeholders ranging from C-suite executives to operational leaders to structure and sell professional services engagements. This is a highly visible opportunity to gain broader exposure within Addepar’s GTM organisation, contribute directly to revenue growth, and deepen understanding of Addepar’s sales motion, positioning, and client strategy across the UK and EMEA markets. Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employ

About the role As a Professional Services Sales Manager, you will use your technical and sales expertise to lead Rubrik’s pre-sales Service engagements to scope, propose, and close Professional Services alongside the core Rubrik platform. You'll be a critical partner in helping Account Executives and Sales Engineers close deals by giving customers the confidence they will achieve their goals after the sale. Expertise in Change Management and Transformation — People, Process, and Technology — is critical to crafting services work streams aligned to each customer's long-term strategy. You'll lead scoping calls and Path-to-Production workshops, size services investment, and partner closely with Sales, Professional Services delivery, and Resilience Guardian teams throughout the customer lifecycle. As Rubrik scales AI-enhanced tools into the services sales motion — pipeline management, forecasting, quote automation, project scoping, SOW generation — you'll have the opportunity to help shape that evolution and grow your career alongside it. What you'll do Lead the pre-sales process for complex opportunities — understanding customer business and technical objectives, scoping engagements, and building the services business case Partner with Account Executives and Sales Engineers to position Professional Services and Advanced Services offerings, methodology, and value — helping them close bigger deals faster and exceed quota Build proposals, quotes, and SOWs, increasingly leveraging AI-enhanced workflows to accelerate turnaround Work closely with Professional Services delivery, Support, and Resilience Guardian stakeholders to align pre-sales scope with post-sales success Own and drive services pipeline, forecasting, and bookings Deliver on-site and remote scoping calls and Path-to-Production workshops with Professional Services Specialists Ability to travel up to 10% of the time Experience you'll need 5+ years of technical and sales experience, ideally in Professional

Job Title: Benefit Services Sales Manager Reports To: Practice Leader, SISCO Position Summary: As our Benefit Services Sales Manager, you’ll lead a high‑performing team that sells an integrated solution—SISCO(medical TPA), HealthCheck360 (wellness & advocacy), medical management, and BCC (HRIS/consolidated billing). Your charter: grow a sales team, build broker relationships coast‑to‑coast, win complex business and scale a connected platform that lowers claims cost, boosts engagement, and simplifies administration. You’ll hire, coach, and elevate sales executives, set strategy, and partner with executive leadership on product and marketing to accelerate new business and retention. Essential Functions: Supervise all sales executives, including setting activity metrics, holding regular sales meetings, and ensuring that the sales team has the necessary resources to succeed. Accompany sales executives on calls as necessary to close business. Train and develop new sales executives; implement formal development plans and ensure comprehensive training. Define sales territories to avoid overlap and inefficiency. Develop policies and procedures for handling incoming leads from national portals, conferences/events, and web-generated opportunities. Formulate strategies to increase penetration and engagement with top brokers in the US. Provide feedback to the Practice Leader on product and pricing requirements to remain competitive. Collaborate with the Practice Leader on marketing budget, priorities, and conference attendance; suggest new target verticals and distribution channels. Become an expert in the company’s products and differentiation; ensure all sales executives understand and can articulate these differences. Complete other duties as assigned by the Practice Leader Metrics of Success: New business generated each year Business retention rates Number of successful sales executives Significant penetration of new brokers Education: Four-year de

MongoDB Engagement Managers are quota-carrying Professional Services Sales roles. Engagement managers utilize customer-facing sales, technical, consulting, and commercial experience to scope, negotiate and close Professional Services opportunities to accelerate and de-risk the adoption of MongoDB by our customers. As an Engagement Manager, you will be a key leader within the PS team and work cross-functionally with the Sales, Professional Services, and Customer Success organizations to drive professional services sales. This role will be based remotely in Spain. What you’ll do at MongoDB Understand customers’ overall portfolio of applications and datasets, IT and business priorities and success measures to adapt, develop and design specific digital transformation approaches involving MongoDB technologies Help transform companies by translating their use-cases, pains, and needs into scoped projects and statements of work Partner with a best-in-class sales organization and work effectively as a part of a larger team to develop account strategies and plans for the successful adoption, growth, and utilization of MongoDB Have a solid sense of ownership, driving all deals or technical scopings from inception to closure Manage the Professional Services pipeline for bookings and revenue forecasts for your region Expertly articulate the business value of professional services, talking knowledgeably and credibly about service delivery issues, challenges, strategies, approaches, and mitigating risks Work with our practice team to propagate internal skills and experience through the development of repeatable assets (estimates, proposals, SOWs, templates, tools, case studies etc.) Work with the delivery team to transition any agreed upon project scope and customer expectations to ensure successful project delivery Proactively seek opportunities to support and mentor other team members and share best practices Have situational awareness and react appropriately in group settings A

MongoDB’s mission is to empower innovators to create, transform, and disrupt industries by unleashing the power of software and data. We enable organizations of all sizes to easily build, scale, and run modern applications by helping them modernize legacy workloads, embrace innovation, and unleash AI. Our industry-leading developer data platform, MongoDB Atlas, is the only globally distributed, multi-cloud database and is available in more than 115 regions across AWS, Google Cloud, and Microsoft Azure. Atlas allows customers to build and run applications anywhere—on premises, or across cloud providers. With offices worldwide and over 175,000 new developers signing up to use MongoDB every month, it’s no wonder that leading organizations, like Samsung and Toyota, trust MongoDB to build next-generation, AI-powered applications. MongoDB Engagement Managers are quota-carrying Professional Services Sales roles. Engagement managers utilize customer-facing sales, technical, consulting, and commercial experience to scope, negotiate and close Professional Services opportunities to accelerate and de-risk the adoption of MongoDB by our customers. As an Engagement Manager, you will be a key leader within the PS team and work cross-functionally with the Sales, Professional Services, and Customer Success organizations to drive professional services sales. Here are a few informative blogs about the Engagement Management role: https://www.mongodb.com/blog/post/engagement-management-mongodb-meet-lalitesh-pal https://www.mongodb.com/blog/post/how-engagement-managers-help-customers-succeed This role will be based remotely in Germany or Amsterdam. What you’ll do at MongoDB Understand customers’ overall portfolio of applications and datasets, IT and business priorities and success measures to adapt, develop and design specific digital transformation approaches involving MongoDB technologies Help transform companies by translating their use-cases, pains, and needs into s

Who we are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies - from the world’s largest enterprises to the most ambitious startups - use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career. About the team Stripe’s Professional Services Sales team works with our most strategic users. You will help customers accelerate their growth and adoption on Stripe. This role is responsible for leading strategic conversations during pre-sales that will transform the payments and financial infrastructure for leading enterprises, ultimately driving revenue growth through our professional services offerings. What you’ll do As an Enterprise Services Manager, you will sell Professional Services engagements to strategic clients and drive Stripe’s future growth engine by building relationships with prospective users and turning them into happy Stripe users. Responsibilities Own the entire Professional Services sales cycle for enterprise companies. Partner with Account Executives on named account lists to develop account plans aimed at winning and expanding Professional Services business with enterprise clients. Drive the success of Professional Services by managing and forecasting bookings. Craft custom proposals that align with clients' business outcomes, utilizing services across Professional Services and partner offerings. Advise senior leadership in customer organizations on building business cases for digital transformation. Lead pre-sales workshops with customers, focusing on strategy, vision, discovery, and assessment. Shape Professional Services deals, and build and negotiate contracts/Statements of Work. Engage with Product and Engineering teams to