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 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
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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 We are currently seeking a Senior Enterprise Sales Engineer to join our team. As a strategic partner throughout the sales process, you will lead high-stakes engagements with C-Suite executives and global stakeholders, architecting how Addepar’s vertically integrated platform transforms complex legacy operations into modern, AI-driven ecosystems. You bring a mastery of financial software to help our prospects and large relationships contextualize Addepar as a mission-critical component of their long-term business strategy. You will work with our Account Executives to drive the technical side of the sales cycle, focusing on AI-driven workflows and data integration. Internally, you will work with teams to ensure our prospects are abreast of the product development, workflows, and use cases at Addepar. You are an inspirational leader where other internal teams can rely on and prospects seek guidance from! Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. What You’ll Do Strategic Adv
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 We are looking for a Manager, Field Marketing to join our Field Marketing & Advocacy team. This role owns how Addepar shows up at events across the globe — from national industry conferences and trade shows to our annual user conference, executive summits, and regional community programs. You will support the strategy, lead the team, and ensure every program Addepar runs delivers measurable brand and business impact. You will manage a team of three: two Field Marketing Managers focused on industry events and regional activations, and a Strategic Events Program Manager who owns our client event programs. Your job is to ensure the team is aligned, the portfolio is coherent, and that every event has a clear strategic purpose and is executed at the highest level. You will operate at the intersection of business strategy, content, and event experience. You will partner closely with GTM, Product Marketing, R&D and executive leadership to ensure events drive awareness, deepen client relationships, accelerate pipeline, and reinforce Addepar’s position as a market leader. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based
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 We are looking for an Internal Events Manager to join our Field Marketing & Advocacy team. This role owns Addepar's internal event programming — including our Sales Kickoff (SKO), Accelerate, President's Club, and other company and sales-facing programs that bring our teams together, reinforce culture, and drive performance. You will also lead Addepar's webinar program end to end, from platform strategy and execution through performance reporting. You will report to the Manager, Field Marketing and work closely with Sales, Account Management, Enablement, and Marketing to design programs that motivate our go-to-market teams, celebrate top performers, and keep our internal community informed and engaged. You'll also partner with Product Marketing and Demand Generation to run a webinar program that generates pipeline and supports customer engagement. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B , F-1 /OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. What You’ll Do Internal Events Management Own end-to-end planning and execution of A
OUR MISSION At Redwood, we empower our customers with lights-out automation for their mission-critical business processes. ABOUT US Redwood Software is the leading orchestration platform for the autonomous enterprise, driving business transformation at the lowest total cost of ownership. Redwood empowers organizations to intelligently automate and orchestrate mission-critical business and IT processes across complex ERP, hybrid cloud, data and emerging agentic AI systems. Through its SaaS-first automation fabric—with AI embedded across the automation lifecycle—Redwood accelerates the path to autonomous operations. Backed by 30 years of experience and trusted by more than 50% of the Fortune 50, Redwood helps organizations unlock human potential to focus on innovation, growth and what’s next. CORE VALUES One Team. One Redwood Make Your Own Weather Obsess over Customer Success Work the Problem Be Curious Own the Outcome Respect Each Other YOUR IMPACT The Strategic Alliance Director is responsible for driving key partnerships with SAP and AWS across program architecture and go-to-market. This includes leading engagement with partner field teams in your territory, driving new and expansion pipeline creation, supporting deal execution, and working on new programs and innovations in the partnerships. Orchestrate the growth and strategic expansion of Redwood's SAP and AWS partnership Lead alliance engagement internally and externally, ensuring alignment with organizational priorities and partner frameworks Develop and sustain executive-level relationships with SAP and AWS leadership and Redwood stakeholders Design and execute joint go-to-market strategies with SAP and AWS and internal teams to accelerate pipeline growth and client acquisition Collaborate with sales, marketing and Professional Services to deliver strategic initiatives that maximize joint business opportunities Broker Pr
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 Addepar’s People Technology team is hiring a Business Solutions Analyst to lead cross-functional, systems-driven initiatives. You will own end-to-end delivery for defined projects, translate business needs into clear technical requirements, and ensure solutions are adopted by users. While Workday is our core platform, this role will flex across our entire People Technology stack, including our Talent Acquisition systems (like Greenhouse) and other HR tools. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. What You’ll Do Requirements Gathering : Partner with stakeholders (like HR, Talent Acquisition, and Finance) to map current processes, translate needs into clear, testable technical requirements, and document them precisely Project Leadership : Run the end-to-end lifecycle across planning, execution, monitoring, risk management, and closure to deliver on scope, time, and quality Technology Partnership : Proactively identify, troubleshoot, and resolve issues within our People Technology stack (e.
OUR MISSION At Redwood, we empower our customers with lights-out automation for their mission-critical business processes. ABOUT US Redwood Software is the leading orchestration platform for the autonomous enterprise, driving business transformation at the lowest total cost of ownership. Redwood empowers organizations to intelligently automate and orchestrate mission-critical business and IT processes across complex ERP, hybrid cloud, data and emerging agentic AI systems. Through its SaaS-first automation fabric—with AI embedded across the automation lifecycle—Redwood accelerates the path to autonomous operations. Backed by 30 years of experience and trusted by more than 50% of the Fortune 50, Redwood helps organizations unlock human potential to focus on innovation, growth and what’s next. CORE VALUES One Team. One Redwood Make Your Own Weather Obsess over Customer Success Work the Problem Be Curious Own the Outcome Respect Each Other YOUR IMPACT As a Sales Operations Analyst you will be responsible for partnering closely with Sales leadership to plan, develop, implement, and execute business processes and workflows, manage forecasting cadences, and monitor process compliance. You will serve as a key business partner to the Sales Team, using strong business acumen and a passion for operations to drive scalable, data-driven improvements in a fast-moving environment. Act as a business partner to Sales leadership on all matters related to their business. Drive sales territory planning and ongoing execution. Partner with Sales leadership to create processes and workflows across the sales lifecycle, including expansion and renewal where applicable. Ensure data integrity across accounts, opportunities, and tasks related to the sales lifecycle. Track operational performance and provide actionable insights and recommendations. Own Redwood's QBR process and execution for the Sales Team. Provide pipeline analysis and recommendations, including top- and mid-funnel patterns, c
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 As a Key Account Executive, you will be managing consultative sales cycles with our largest RIA’s and Multi-Family Offices. We are looking for a proven consultative account executive who exemplifies our values around client centricity and has a demonstrated track record of crafting and delivering exceptional client outcomes. In this role, you will have the opportunity to develop and implement strategies that help Addepar grow new annual recurring revenue and advise our mid-tier clients while managing our top existing client base. This role works in a cross-functional environment with Marketing, Pre-sales, Partnerships, Services, Client Success, and R&D to deliver trusted and scalable solutions. The candidate will demonstrate strong selling skills coupled with a genuine curiosity to learn and a passion for being part of a world-class team. The Key Account Executive is empowered and responsible for leading efforts that result in quota achievement and multi-year client contracts. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B , F-1 /OPT, or similar), and must be authorized to begin work in t
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 As a Key Account Executive, you will be managing consultative sales cycles with our largest RIA’s and Multi-Family Offices. We are looking for a proven consultative account executive who exemplifies our values around client centricity and has a demonstrated track record of crafting and delivering exceptional client outcomes. In this role, you will have the opportunity to develop and implement strategies that help Addepar grow new annual recurring revenue and advise our mid-tier clients while managing our top existing client base. This role works in a cross-functional environment with Marketing, Pre-sales, Partnerships, Services, Client Success, and R&D to deliver trusted and scalable solutions. The candidate will demonstrate strong selling skills coupled with a genuine curiosity to learn and a passion for being part of a world-class team. The Key Account Executive is empowered and responsible for leading efforts that result in quota achievement and multi-year client contracts. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. What You’ll Do The client relati
OUR MISSION At Redwood, we empower our customers with lights-out automation for their mission-critical business processes. ABOUT US Redwood Software is the leading orchestration platform for the autonomous enterprise, driving business transformation at the lowest total cost of ownership. Redwood empowers organizations to intelligently automate and orchestrate mission-critical business and IT processes across complex ERP, hybrid cloud, data and emerging agentic AI systems. Through its SaaS-first automation fabric—with AI embedded across the automation lifecycle—Redwood accelerates the path to autonomous operations. Backed by 30 years of experience and trusted by more than 50% of the Fortune 50, Redwood helps organizations unlock human potential to focus on innovation, growth and what’s next. CORE VALUES One Team. One Redwood Make Your Own Weather Obsess over Customer Success Work the Problem Be Curious Own the Outcome Respect Each Other YOUR IMPACT The Implementation Consultant role is instrumental in assisting Redwood customers ranging from Fortune global enterprises to midsized businesses to leverage our solutions to orchestrate automation across distributed and heterogeneous platforms and enterprise business applications including SAP, Oracle, PeopleSoft, data warehousing and OS tasks. The range of responsibilities includes product installation and configuration, training, conducting workshops and providing best practices guidance to advance our customer’s automation business needs. Assist customers with installation, configuration, training and use of Redwood solutions. Perform analysis, scoping, and effort estimation to meet customer requirements. Provide configuration, architecture & installation recommendations based on product best practices & customer needs. Coordinate with other Redwood resources including Engagement Managers to update project status, timeline, effort, and expected completion. Communicate effectively and p
Location: Northwest US, Remote (WA, OR) Compensation: $145,000 - $175,000 (Total Cash Compensation) The salary range above reflects our compensation bands adjusted for regional cost-of-living differences. Actual compensation will be determined based on the candidate's experience level, skills, and the specific location within our service region. Eltropy is seeking a strategic and results-oriented Tier-1 Customer Success Manager (CSM) to manage a portfolio of roughly 20 high-impact financial institution customers, including top-tier credit unions and community banks. In this role, you will partner with key stakeholders to deliver transformative outcomes through our industry-leading AI-powered communications platform while driving retention, growth, and overall satisfaction. Role & Responsibilities Tier-1 Relationship Management Serve as the trusted strategic advisor and single point of contact for roughly 20 Tier-1 accounts, fostering deep executive relationships and long-term partnerships. Conduct regular check-ins and executive/strategic business reviews to ensure customers are achieving their desired outcomes and realizing clear ROI from Eltropy. Cultivate referenceable customers who serve as positive advocates of Eltropy to prospects and within the broader financial services community. Advocate and drive customers’ product, technology, and service needs internally within Eltropy. Customer Success Strategy Develop and execute tailored, multi-year success plans to support customers in achieving their business goals and transformation initiatives. Proactively identify and mitigate risks of churn through data analysis, health scoring, usage tracking, and early intervention strategies. Partner closely with customers on best practices, change management, and roadmap alignment to maximize adoption and value. Revenue Growth Identify opportunities for expansion and upsell within the portfolio by aligning customer needs and strategic priorities with additional products
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 Addepar is seeking a Partnerships Manager to join our Product Management organization and lead the strategic vision, technical execution, and ongoing governance of Addepar’s external technology partner ecosystem. In this role, you will ensure that every external technology partnership tightly aligns with Addepar’s overarching product and platform strategy enabling Addepar to become the operational hub where the most valuable work takes place. The role will report directly to Addepar’s Head of Product. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. What You’ll Do Strategic & Commercial Alignment Align every partnership initiative directly with Addepar’s core product strategy, ensuring integrations and overall partnerships strengthen platform stickiness rather than creating disparate feature forks. Deliver skilled relationship management in navigating external political organizations and influence external partners to prioritize development on the partner side to unblock additional integration capabilities or make exceptions to policies, such as restr
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 We are currently seeking a Product Marketing Manager to join our Product Marketing team. In this highly visible, strategic role that spans across the Addepar product portfolio, you will be responsible for helping drive acquisition, engagement, and retention of our fastest growing, priority customer segments. You’ll work cross-functionally with product and go-to-market teams to drive product positioning, optimize the full-funnel experience, and accelerate growth. You thrive when you can combine cross-functional collaboration with outstanding content, and resourceful marketing approaches to make a material impact on our clients. You are driven, flexible and can solve any problem through resourcefulness, emotional intelligence, and integrity. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. What You’ll Do Develop and execute a comprehensive product marketing and GTM strategy for data architecture, native AI workflows, and alternative asset solutions in alignment with company and platform goals Manag
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 Solutions Consultants are responsible for designing and implementing out-of-the-box solutions for new clients, ensuring that we are efficiently and effectively onboarding some of the world’s most sophisticated investors. They are focused on identifying how Addepar can unlock significant value for our clients’ businesses and regularly call upon their analytical skills in order to advise clients on how to model and examine their financial instruments and assets. They have a deep understanding of both finance and technology, take ownership of our clients’ happiness, and excel at project governance. Our ideal Solutions Consultant has a history of providing a superior client experience directly in investment management or in software deployments of a related domain. They are given discretion over their projects and work schedule and are expected to display a strong sense of self-reliance as well as the ability to collaborate with other Addepar resources within our Sales, Product, and Partnership organizations. They must be a strong project manager and possess an appreciation for our target markets (or hunger and willingness to learn). They also possess the technical skills to take a hands-on approach to teaching, learning, and developing th
This position offers a base salary of $145,000 - $185,000. (Total on-target earnings of $290,000 to $370,000) Role Description: The Mission Director is a quota-carrying, full-lifecycle business owner responsible for identifying, shaping, closing, and executing new business within the Cyber operations domain. You will build trusted relationships with Mission Heroes (our customers), identify meaningful problems, shape solutions using Defense Unicorns products, and lead opportunities from initial discovery through contract award. Once awarded, you will remain accountable for the contract throughout its lifecycle, including cost, schedule, performance, staffing, margin, and customer satisfaction. This role is designed for someone who wants broad ownership. As the portfolio grows in size and complexity, Mission Directors will increasingly lead through program managers and delivery leaders while retaining accountability for portfolio outcomes. Responsibilities: The listed responsibilities are not exhaustive and additional responsibilities may be assigned based on the evolving needs of the organization. We are seeking a dynamic individual who is able to adapt and take on new responsibilities as they arise. 1. Build the Business Identify and develop net-new Cyber operations opportunities and build trusted relationships with Mission Heroes and key stakeholders. Own a quota and grow a diversified portfolio of business. 2. Shape and Close Opportunities Define customer problems, scope, and desired outcomes to shape solutions using Defense Unicorns products and the right acquisition approach. Lead opportunities through proposal, negotiation, and contract award. 3. Own Contract Execution Serve as the program leader for new contracts you close, with direct responsibility for execution until the portfolio reaches the scale where additional program management support is warranted. Manage delivery risks, scope changes, and mission outcomes. 4. Build and Lead t
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