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 Part of the broader Addepar Data Management organisation, the Portfolio Data Operations team is responsible for ensuring Addepar's clients have timely and high quality data. This will include overseeing the processing of transactions and positions so that it meets client timelines, ensuring data quality through verification checks, and helping clients with their data support questions. The Portfolio Data Operations team sits at the nexus of Addepar's activity and requires daily communications with data providers, clients, and other personnel within Data Operations and across the firm. 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 Perform daily internal verification checks to ensure portfolio account data is accurate and available within SLAs Investigate and troubleshoot data pipeline issues and data feed processing exceptions, and triage with Engineering Support when needed Complete and maintain operational workflows, and identify and implement opportunities for optimisation Collaborate with Client Support, Solution Architects, and other members of Sales and Services to address client data inqu
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Salesforce Technical Lead Jobs
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Position Overview: We are seeking a strategic, data-driven leader with a deep understanding of sales processes, marketing strategies, and customer success to join the GTM Operations team. The Manager of GTM Operations (EMEA/APAC) is a critical, strategic partner to the VP of Sales in EMEA and APAC. You will foster collaboration and alignment among the entire commercial organization including Sales, Customer Success, Marketing, and Partnerships. The ideal candidate will have a proven track record of building scalable processes and leveraging AI to drive sustained revenue growth. Strong analytical and strategic planning capabilities are essential. Key Responsibilities: Commercial Strategy and Growth Partner with the Sales and Finance to develop and operationalize a commercial growth strategy, ensuring alignment between pipeline and bookings targets, capacity, headcount and budgets Translate complex data into actionable recommendations for Commercial leaders Develop and maintain segmentation models and sales coverage strategies that align to growth objectives, drive focus, and optimize rep productivity Forecasting & Pipeline Management Drive and evolve the sales forecasting framework, implementing a disciplined, data-driven forecast cadence across all theatres and segments Utilize Salesforce, GTM tools and data sets (snowflake) to drive predictability, pipeline conversion, stage hygiene, and deal inspection processes. Leverage AI and machine learning capabilities within the existing data stack (e.g., Snowflake, Salesforce) to enhance forecast accuracy, surface pipeline risk earlier, and automate routine reporting Deliver consistent r
Position Overview The Small Business Account Manager is responsible for managing a portfolio of Small Business customer accounts, with a primary focus on customer retention, net dollar retention (NDR), renewals, cross-sell, and upsell. This role owns the end-to-end renewal process for approximately 70–90 customer accounts within the Small Business segment, defined as customers with $0–$100M in annual revenue. As the primary commercial point of contact for their assigned portfolio, the Small Business Account Manager partners closely with implementation, customer support, and specialist teams to drive customer adoption, maximize value, reduce churn, and identify opportunities for expansion. The ideal candidate is customer-focused, commercially driven, highly organized, and skilled at balancing relationship management with revenue growth. Key Responsibilities Manage a portfolio of approximately 70–90 Small Business customer accounts. Own the end-to-end renewal process, including renewal planning, forecasting, customer engagement, negotiation, and contract execution. Drive Net Dollar Retention (NDR) by identifying and executing cross-sell and upsell opportunities within the existing customer base. Build trusted relationships with key customer stakeholders to understand business objectives, product usage, risks, and growth opportunities. Partner with implementation, customer support, and subject matter experts to deliver a seamless customer experience throughout the customer lifecycle. Monitor account health, proactively identify churn risks, and develop action plans to improve customer outcomes and retention. Conduct regular business reviews focused on customer value, adoption, renewal readiness, and expansion opportunities. Maintain accurate account, pipeline, renewal, and forecast data within CRM systems. Collaborate cross-functionally to remove customer blockers and ensure timely resolution of issues. Meet or exceed renewal, retention, cross-sell, upsell, and revenue
Position Overview As we accelerate Diligent's presence across EMEA's specialist services markets, we're looking for a driven, commercially sharp sales professional who can win and grow with senior buyers in a governed, compliance-driven world. This is a rare opportunity to join Specialty Markets, a high-growth EMEA division serving the firms that manage governance, entities, risk and audit on behalf of their clients. You'll own a defined, high-value territory with a clear mandate: grow net-new revenue and expand within an established base of Diligent relationships. If you know how to sell complex, multi-stakeholder software into professional and regulated services firms – and can get credible with their leaders fast – this role was built for you. The Market You'll Sell Into You'll sell to professional and regulated services firms that deliver governance, entity, risk, compliance and audit work on behalf of their clients. In practice that spans fund administrators, corporate service providers, management companies (ManCos / AIFMs), law firms, private equity and venture capital firms, trust & fiduciary services, risk advisers, and audit & advisory firms. This isn't back-office compliance – it's a revenue-generating service line they deliver to their own clients. Diligent's platform underpins how they run and scale that work, which makes us central to how they win, serve and grow their client base, not just how they stay compliant. Jurisdictions: this is a single, flexible mandate that can be run across any of our key offshore and onshore markets – including the Channel Islands, Luxembourg, Ireland, the UK, Cayman, BVI, Bermuda, the Isle of Man and the Middle East. Key Responsibilities Own the full commercial cycle across your patch – from prospecting and pipeline generation through to close and upsell – working both new-logo acquisition and account expansion. Use your network and market flue
We're looking for a Head of Enterprise & Field Marketing to lead and scale our global field marketing organization, own account-based marketing for our largest and most strategic accounts, drive alliances and partner marketing in service of enterprise growth and regional strength; and oversee our strategic events strategy and programs. This is a senior leadership role responsible for the strategy, team, and execution to drive high-quality pipeline and conversion for Diligent’s AI-powered GRC platform in all regions, and design programs that turns enterprise pipeline into revenue through a full-funnel approach, including integrated regional campaigns; 1:1/1:few ABM for named global accounts; bespoke strategic events that offer cut-through experiences for prospects and customers; and leveraging co-marketing of alliances and partnerships for net-new pipeline and brand expansion. You would be joining Diligent at an exciting moment in the company’s history, as they unleash their new AI-powered GRC platform to help General Counsels, Chief Compliance Officers, Audit and Risk Leaders. This is the result of nearly three years of intense development of agentic workflows inside the Diligent platform, as well as MCP/plug-in access to Diligent offerings - providing a robust, differentiated experience for clients who need solutions that accelerate and action critical business objectives, not just static reporting. Working closely with Sales and the broader GTM organization, you will lead an established, multi-region field marketing team and be responsible for evolving it from regional execution into a more specialized, account-centric growth engine — tightly aligned with enterprise sales leadership, customer success, global events, and partner teams. You'll own the budget, the roadmap, and the relationship with sales as the primary marketing partner for our highest-value opportunities. You w
Here’s a summary of the role: Every enterprise deal reaches the moment where someone in security says “prove it.” You’re the person who answers — quickly, accurately, and with the evidence to back it up. As an Analyst II on our Trust & Assurance team, you’ll own a live queue of security questionnaires, third-party due diligence assessments, RFP security sections and customer assurance requests. You’ll draft at speed using AI-assisted response tooling, then verify every answer against our approved answer library, current SOC 2 and ISO 27001 certifications and the underlying evidence before it leaves your hands. Accuracy is the whole game here: a wrong answer in a customer questionnaire is a commitment we didn’t mean to make. The best part is that you won’t just work the queue — you’ll shrink it. Every recurring question you turn into a published answer on our trust site is a ticket that never comes back. If you’ve spent two to four years in security GRC, compliance, IT audit or customer assurance, you’re precise under volume, and you like being measured on turnaround time and first-pass accuracy, you’ll do well here. Here’s a breakdown of what you’ll do (not all of it, just the important stuff): Own a high-volume queue of security questionnaires, due diligence assessments, RFP security sections and assurance requests, delivering accurate responses within SLA. Use AI-assisted response tooling to draft at speed, then verify every answer against the approved answer library, current certifications and underlying evidence before it goes out. Triage and route incoming requests using established playbooks — resolving the routine independently and escalating anything novel, contractual or architecturally complex. Maintain and expand the answer library by adding approved answers, retiring stale ones and flagging inconsistencies, so the same question never has to be researched twice. Build out trust site and customer-facing content, and show commercial teams how to
About Prophecy Prophecy is building the next generation AI-powered data prep and analysis platform. Our platform enables business analysts and data teams to transform raw data into reliable, production-ready datasets and insights faster, using modern data infrastructure and AI-driven capabilities. We work with leading enterprises to simplify how organizations prepare, analyze, and operationalize data, while maintaining strong governance, security, and operational control. Our mission is to make it dramatically easier for organizations to turn complex data into trusted insights that drive decisions. About the Roles We are looking for a Director of Strategic Partnerships who can do both: drive revenue through Prophecy's partner ecosystem, and build an effective partner program. This is an early-stage, high-ownership motion, the playbook is still being written, and you'll have real influence over how we engage partners, what good looks like for partner-sourced pipeline, and how we build durable co-sell relationships with Snowflake, Databricks, GCP field and partner teams. You will sit at the intersection of sales, partnerships, and strategy, owning partner performance while building the programs and processes that scale it. You'll work directly with our AEs and SEs to bring partners into deals at the right moments, and you'll serve as the primary point of contact for our strategic cloud and ecosystem partners. What You’ll Own Partner Revenue & Pipeline Own and exceed partner-sourced and partner-influenced revenue targets on a quarterly basis Proactively generate pipeline through Snowflake, Databricks, and GCP field AEs and PDMs — building the relationships that produce qualified, sourced opportunities Drive joint account mapping and target account activation against Prophecy's ICP: enterprises running Alteryx on Snowflake or Databricks Activate co-sell motions through marketplace programs (GCP Marketplace, Snowflake Partner Network, Databricks
Head of Enterprise GTM Strategy & Operations Reports to VP, Enterprise Sales · SF or NY Reporting to the VP of Enterprise Sales, this role owns both halves of Scale AI’s enterprise revenue engine: the strategy that determines where we play and how we win, and the operating system - people, process, and systems - that makes that strategy executable, measurable, and repeatable. On the strategy side, you set the analytical foundation for enterprise growth: segment and account prioritization, coverage and territory design, pricing and packaging inputs, and the diagnostic work that explains why the funnel behaves the way it does. On the operations side, you own the RevOps stack, forecasting, compensation design, sales enablement, and the operating cadences that convert strategy into predictable quarterly execution. The ideal candidate is equally comfortable building a segmentation model from a blank page and running a Monday morning pipeline review. You will lead an established team, with the Head of Sales Enablement and the RevOps Manager as direct reports. Your first job is to raise the ceiling on what that team delivers: sharper analysis, tighter operating rhythm, and enablement that measurably shortens ramp and lifts win rates. This is a senior, highly visible role partnering with Enterprise Sales leadership, Finance, Marketing, Product, and Solutions Engineering, with regular exposure to the executive team and board materials. STRATEGY Define which segments, industries, and accounts Scale prioritizes, and build the analytical case behind those choices Build and maintain the market sizing, segmentation, and account-tiering models that drive coverage decisions and investment trade-offs Lead hypothesis-driven analyses of the enterprise funnel - win/loss patterns, conversion drivers, deal economics, coverage gaps - and translate findings into specific changes to how we sell Partner with Finance and Product on pricing, packaging, and deal-structure strateg
At Scale, we believe that AI will dramatically improve the world, and our mission is to accelerate the development of AI. We’re looking for a Field Marketing and Events leader to continue to build and manage Scale’s robust Gen AI and Research field marketing and events program, including but not limited to Scale hosted executive events, Scale hosted practitioner events and meetups, research conferences, and our annual flagship conference, AI Leadership Summit. You will join a rapidly growing team with the opportunity to manage and execute events from start to finish, drive lead generation and pipeline growth, and plan event programming with the largest names in AI. The successful candidate will have a solid understanding of technology, model builder, and research markets, strong project management skills, a strategic mindset, ability to manage and grow a team, and a passion for AI & technology. You will: Own annual planning for all Gen AI and Research events including strategy and budget Establish event activities in line with sales goals and deal acceleration, prioritizing goals from the go-to-market leadership and business development teams on event location and audience Manage team of field marketing and events managers who will execute on planning and logistics. This role should have a player-coach mentality and ability to also execute on nuts to bolts planning for all executive dinners, meetups, happy hours, sponsored trade shows, and hosted conferences Manage contractor relationships including event production firms and outside vendors, and event budgets Align with growth marketing on marketing campaigns and marketing qualified lead (MQL) reporting Track event campaign performance, measuring ROI, results, and metrics through Salesforce and own any course correction for events that are not performing Own all aspects of Scale hosted conference, Scale AI Base Camp, including venue selection, vendor management, logistics, speaker
Owns day-to-day deal pricing execution for Enterprise, including pricing calculations, staffing inputs, and dashboard reporting that gives Sales and Deal Desk leadership visibility into deal status, pricing, and margin. Partners with the Deal Desk Manager on customer deal structuring and on identifying ways to accelerate the deal approval process. What You’ll Do Deal Pricing Execution Manages day-to-day deal pricing calculations for Enterprise deals, including ROI modeling and EPD staffing inputs Applies existing pricing frameworks consistently across Land, Expansion, and Framework deals Partners with the Deal Desk Manager to design customer-specific deal structures for non-standard or complex deals Pricing & Deal Status Reporting Builds and maintains a pricing dashboard tracking deal status, pricing, margin, and overall deal health across the Enterprise pipeline Updates pricing and trend reporting to keep leadership current on where deals stand and how pricing is trending against targets Process Optimization Identifies bottlenecks in the deal review & approval process and proposes ways to accelerate cycle time Helps standardize and streamline recurring pricing/approval steps into repeatable, lower-friction workflows Tracks deal approval cycle time and surfaces trends to inform process improvements Cross-Functional Deal Coordination Owns deal crafting end-to-end from initial pricing/modeling through contract review, coordinating with sales management, reps, and internal stakeholders Ensures the relevant stakeholders (Accounting, Finance, EPD, Legal) review and approve deals at the appropriate stage before they progress Routes deal packages to the correct reviewers and tracks open items so deals aren't stalled waiting on sign-off Strategic & GTM Support Tackles ambiguous, open-ended questions around Scale's go-to-market motion and iterates quickly on solutions that deliver measurable results Supports Sales and Finance leadership in quarterly strategy and
About Dialpad Dialpad is the AI platform for customer experience, built to resolve customer problems in real time across voice and digital. Our AI agents learn from your best human agents and improve with every interaction, helping organizations understand their customers, deliver better experiences, increase operational efficiencies, and build a lasting competitive advantage. Unlike legacy systems built to route and answer, or standalone agentic bot vendors built to deflect, Dialpad was built to resolve. Our AI agents and human agents operate on a single platform with shared context, allowing Agentic AI to resolve issues, advance deals, and eliminate busywork through automation while seamlessly handing conversations to humans when needed, with full context preserved. Market-leading brands, including Randstad, Motorola Solutions, Netflix, the San Diego Padres, the Colorado Rockies Baseball Club, and Cal Athletics, trust Dialpad. Dialpad is backed by Andreessen Horowitz, GV, ICONIQ Capital, and T-Mobile. Being a Dialer At Dialpad, AI isn’t just a feature; it’s how our teams do their best work every day. We put powerful AI tools in every employee’s hands so they can move faster, think bigger, and achieve more. We believe every conversation matters. And we’ve built the platform that turns those conversations into insight and action, for our customers and ourselves. We look for people who are intensely curious and hold themselves to a high bar. Our ambition is significant, and achieving it requires a team that operates at the highest level. We seek individuals who embody our core traits: Scrappy, Curious, Optimistic, Persistent, and Empathetic . Your Role As a Client Account Executive for T-Mobile at Dialpad, you will be responsible for providing best-in-class strategic account management across a portfolio of existing Dialpad customers while growing year-over-year revenue. Serving as a consultant to the client, the CAE will demonstrate the value of what's possible thro
About Dialpad Dialpad is the AI platform for customer experience, built to resolve customer problems in real time across voice and digital. Our AI agents learn from your best human agents and improve with every interaction, helping organizations understand their customers, deliver better experiences, increase operational efficiencies, and build a lasting competitive advantage. Unlike legacy systems built to route and answer, or standalone agentic bot vendors built to deflect, Dialpad was built to resolve. Our AI agents and human agents operate on a single platform with shared context, allowing Agentic AI to resolve issues, advance deals, and eliminate busywork through automation while seamlessly handing conversations to humans when needed, with full context preserved. Market-leading brands, including Randstad, Motorola Solutions, Netflix, the San Diego Padres, the Colorado Rockies Baseball Club, and Cal Athletics, trust Dialpad. Dialpad is backed by Andreessen Horowitz, GV, ICONIQ Capital, and T-Mobile. Being a Dialer At Dialpad, AI isn’t just a feature; it’s how our teams do their best work every day. We put powerful AI tools in every employee’s hands so they can move faster, think bigger, and achieve more. We believe every conversation matters. And we’ve built the platform that turns those conversations into insight and action, for our customers and ourselves. We look for people who are intensely curious and hold themselves to a high bar. Our ambition is significant, and achieving it requires a team that operates at the highest level. We seek individuals who embody our core traits: Scrappy, Curious, Optimistic, Persistent, and Empathetic . Your role As an Account Executive, Commercial, you’ll own the complete sales process from start to finish. You’ll work closely with Sales Managers and Sales Engineers to take a small business prospect to an active Dialpad client. In addition, you’ll help businesses solve complex communication problems felt by everyone around the
About Dialpad Dialpad is the AI platform for customer experience, built to resolve customer problems in real time across voice and digital. Our AI agents learn from your best human agents and improve with every interaction, helping organizations understand their customers, deliver better experiences, increase operational efficiencies, and build a lasting competitive advantage. Unlike legacy systems built to route and answer, or standalone agentic bot vendors built to deflect, Dialpad was built to resolve. Our AI agents and human agents operate on a single platform with shared context, allowing Agentic AI to resolve issues, advance deals, and eliminate busywork through automation while seamlessly handing conversations to humans when needed, with full context preserved. Market-leading brands, including Randstad, Motorola Solutions, Netflix, the San Diego Padres, the Colorado Rockies Baseball Club, and Cal Athletics, trust Dialpad. Dialpad is backed by Andreessen Horowitz, GV, ICONIQ Capital, and T-Mobile. Being a Dialer At Dialpad, AI isn’t just a feature; it’s how our teams do their best work every day. We put powerful AI tools in every employee’s hands so they can move faster, think bigger, and achieve more. We believe every conversation matters. And we’ve built the platform that turns those conversations into insight and action, for our customers and ourselves. We look for people who are intensely curious and hold themselves to a high bar. Our ambition is significant, and achieving it requires a team that operates at the highest level. We seek individuals who embody our core traits: Scrappy, Curious, Optimistic, Persistent, and Empathetic . Your role The ISV & Strategic Alliances Sr. Partner Marketing Manager leads high-impact partner marketing programs that drive measurable pipeline and revenue growth through Dialpad's strategic technology and alliance partnerships. This role primarily supports the Google Cloud partnership globally and T-Mobile for Business na
About Dialpad Dialpad is the AI platform for customer experience, built to resolve customer problems in real time across voice and digital. Our AI agents learn from your best human agents and improve with every interaction, helping organizations understand their customers, deliver better experiences, increase operational efficiencies, and build a lasting competitive advantage. Unlike legacy systems built to route and answer, or standalone agentic bot vendors built to deflect, Dialpad was built to resolve. Our AI agents and human agents operate on a single platform with shared context, allowing Agentic AI to resolve issues, advance deals, and eliminate busywork through automation while seamlessly handing conversations to humans when needed, with full context preserved. Market-leading brands, including Randstad, Motorola Solutions, Netflix, the San Diego Padres, the Colorado Rockies Baseball Club, and Cal Athletics, trust Dialpad. Dialpad is backed by Andreessen Horowitz, GV, ICONIQ Capital, and T-Mobile. Being a Dialer At Dialpad, AI isn’t just a feature; it’s how our teams do their best work every day. We put powerful AI tools in every employee’s hands so they can move faster, think bigger, and achieve more. We believe every conversation matters. And we’ve built the platform that turns those conversations into insight and action, for our customers and ourselves. We look for people who are intensely curious and hold themselves to a high bar. Our ambition is significant, and achieving it requires a team that operates at the highest level. We seek individuals who embody our core traits: Scrappy, Curious, Optimistic, Persistent, and Empathetic . Your role As a Sales Prospecting Coach, you will be responsible for driving top-of-funnel excellence across our Account Executive and sales development organizations. Operating onsite in our Austin and Tempe offices, you will work directly with sellers to refine outbound strategy, elevate call execution, and build targeted
About Dialpad Dialpad is the AI platform for customer experience, built to resolve customer problems in real time across voice and digital. Our AI agents learn from your best human agents and improve with every interaction, helping organizations understand their customers, deliver better experiences, increase operational efficiencies, and build a lasting competitive advantage. Unlike legacy systems built to route and answer, or standalone agentic bot vendors built to deflect, Dialpad was built to resolve. Our AI agents and human agents operate on a single platform with shared context, allowing Agentic AI to resolve issues, advance deals, and eliminate busywork through automation while seamlessly handing conversations to humans when needed, with full context preserved. Market-leading brands, including Randstad, Motorola Solutions, Netflix, the San Diego Padres, the Colorado Rockies Baseball Club, and Cal Athletics, trust Dialpad. Dialpad is backed by Andreessen Horowitz, GV, ICONIQ Capital, and T-Mobile. Being a Dialer At Dialpad, AI isn’t just a feature; it’s how our teams do their best work every day. We put powerful AI tools in every employee’s hands so they can move faster, think bigger, and achieve more. We believe every conversation matters. And we’ve built the platform that turns those conversations into insight and action, for our customers and ourselves. We look for people who are intensely curious and hold themselves to a high bar. Our ambition is significant, and achieving it requires a team that operates at the highest level. We seek individuals who embody our core traits: Scrappy, Curious, Optimistic, Persistent, and Empathetic . Your Role As a Client Account Executive for Mid-Market at Dialpad, you will be responsible for providing best-in-class strategic account management across a portfolio of existing Dialpad customers while growing year-over-year revenue. Serving as a consultant to the client, the CAE will demonstrate the value of what's possible th
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