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Client Success Operations Specialist

3 months ago

Edinburgh, Edinburgh, United Kingdom addepar Full time

About Us

Addepar is a leading global technology and data firm dedicated to assisting investment professionals in delivering informed and precise guidance to their clients. Over the past decade, we have earned the trust of hundreds of thousands of users, empowering them to make smarter investment decisions and provide better advice. With a client presence spanning more than 45 countries, our platform aggregates portfolio, market, and client data for assets exceeding $6 trillion. Addepar's open platform seamlessly integrates with over 100 software, data, and service partners, offering a comprehensive solution for a diverse range of firms and use cases. We embrace a flexible global workforce model, with offices located in various major cities.

Position Overview

We are seeking a Client Operations Analyst to support various teams within the Addepar Go To Market Organization. This role involves close collaboration with our Go-to-Market Teams, including Client Management, Sales, and Partnerships, as well as cross-functional partners such as Legal, Finance, Information Security, and Engineering. The position serves a dual purpose:

  • Enhance key business processes and systems to expedite Addepar's sales cycle.
  • Foster cross-functional relationships and develop content to improve Addepar's responsiveness to client Assurance requests.

Key Responsibilities

  • Ensure timely and accurate responses to external questionnaires and requests for information from prospects, clients, and partners.
  • Train AI tools with standardized responses and optimize the content of Addepar's Assurance Library.
  • Monitor and synthesize insights from prospects and clients to provide data-driven recommendations to Addepar Leadership.
  • Balance competing cross-functional priorities and working styles to ensure an exceptional client Assurance experience.
  • Create content and processes aimed at continuously enhancing Addepar's Assurance offerings to prospects, clients, and partners.

Ideal Candidate Profile

  • Minimum of 1 year of relevant experience.
  • Exceptional interpersonal, written, and verbal communication skills.
  • Strong listening abilities with a knack for asking insightful questions, understanding concerns, and addressing objections.
  • A proactive self-starter with a strong work ethic, capable of prioritizing effectively in a fast-paced environment.
  • Excellent partnership skills.
  • A genuine passion for supporting team members and clients.

Our Core Values

  • Act Like an Owner - Approach your work with intention, purpose, and care. Take ownership of outcomes.
  • Build Together - Collaborate to discover the best solutions and deliver lasting value.
  • Champion Our Clients - Surpass client expectations; their success is our success.
  • Drive Innovation - Be bold and creative in problem-solving to transform the industry.
  • Embrace Learning - Engage with our community to broaden perspectives and foster a growth mindset.

Addepar is proud to be an equal opportunity employer, committed to bringing together diverse ideas, experiences, skill sets, perspectives, backgrounds, and identities to drive innovative solutions. We strive to create a welcoming environment where inclusion and belonging are shared responsibilities.

We are dedicated to ensuring that individuals with disabilities receive reasonable accommodations to participate in the job application or interview process, perform essential job functions, and enjoy other employment benefits. Please reach out to us for accommodation requests.

Important Notice: Addepar has been made aware of a phishing scam involving individuals posing as hiring managers. Please be cautious of misleading emails, remote interviews, and fake job offers aimed at collecting personal information. No job offers will be made without a formal interview process, and we will never request payment for equipment or supplies as part of onboarding.