Field Account Consultant

4 weeks ago

Edinburgh, United Kingdom Addepar Full time

The Role
Solutions Consultants are responsible for leading and carrying out end-to-end implementation projects to onboard new clients onto the Addepar platform. They are passionate about identifying how Addepar can unlock significant value for our client's businesses, and they work closely with clients to design and build solutions to meet their needs. "SCs" have a deep understanding of both finance and technology, are passionate about solving problems, work collaboratively with internal teams and take ownership of our client's success.
SCs have a history of providing a superior client experience directly in investment management or in enterprise software deployments of a related domain. An SC is given discretion over their projects and work schedule. They are encouraged to display a strong sense of self-reliance as well as the ability to collaborate with other Addepar teams including our Sales, Engineering, and Product teams. They must possess a deep understanding of our target markets and the clients we serve. Ideally, they will possess the technical skills to take a hands-on approach to teaching, learning, and developing the functions of our software.
What You’ll Do
Lead and complete implementation projects onboarding new clients to the Addepar platform
Assess and own the success of add-on projects and partner delivery assurance
Demonstrate technical and industry expertise to transition clients and their data onto Addepar
Effectively set, lead, and communicate expectations both internally and externally
Prioritize and context-switch effectively to complete simultaneous projects; seeing each through to the finish line
Think critically about how to improve our current processes and tools both internally and externally as our client base expands
Be a subject matter expert on all things Addepar
Who You Are
~ Professional experience in Financial Services or Consulting in related fields. Prior client-facing experience is a plus
~2+ years of professional experience
~ Candidates must have outstanding communication, organizational, and time-management skills
~ The ideal candidate must be independent, adaptable, and can thrive in a fast-paced environment
~ Strong interpersonal skills to train and communicate effectively with clients via email, on the phone, and face-to-face
~ Passion for technology and finance
~ Experience with programming/scripting, specifically python
~ Occasional Travel
~[Bonus] Previous experience in investment management software implementations
~[Bonus] Previous experience with project management

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